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Using Drift

Drift is the online chat bot and tool SDR's use to engage with site visitors. This page will be updated as it is rolled out across the teams. For a quick reference guide to start please click here.

Rules of engagement


Drift training

Enablement videos will be linked here once they are ready.

Drift requests

Please open an issue in the MktgOps project. State the reason for the issue and leave any detailed information in regards to the issue or request being made.

Labels to use:

Drift routing

Expectation is that Drift routing will mirror LeanData as closely as possible. If there is an exception it will be listed here as more complex routing is rolled out.

Leads will only be routed to the aligned SDR:

Drift playbooks

Type Name Pages
Online NEW Pricing Page Bot - ONLINE (7/19/19)
Online Have More Qualified Conversations (14 March 2018)
Offline OFFLINE: High-Intent Bot