Drift is a chat platform used by the Sales Development (SDR) organization to engage visitors on select webpages. Engagement with Drift begins when a site visitor opts into interacting with an available Drift playbook. Playbooks are customized workflows that help visitors find information as well as offer the option to chat directly or schedule time to speak with SDRs.
We have Drift playbooks in use on select permanant webpages as well as temporary landing pages. The content of the playbook depends on the intended experience on the page and the target audience.
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As of 2020-08-26, all Drift playbooks are associated with unique Saleforce campaigns to enable playbook performance to be measured outside of the Drift platform.
Drift is expected to mirror the lead routing logic in LeanData as closely as possible. Our goal is to provide the best possible experience for site visitors by connecting them with their aligned resources in the SDR organization. This means site visitors during offline hours will be asked to schedule a meeting with their SDR.
The account lists in Drift need to be refreshed on a regular basis to limit conversations routing incorrectly. In FY21-Q3 and FY21-Q4, the Drift account list will be refreshed on 2020-08-26, 2020-09-30, 2020-10-29, 2020-11-30, 2020-12-29, and 2020-01-28. Please note, account lists may be refreshed to address problems or requests in addition to the dates provided here.
Connect calendar and set hours
Set yourself to available or away
Close or open a conversations
Marking a chat as a CQL
unqualified lead, one lightning bolt for
Inquiry, and three lightning bolts for
MQL. Refer to this term glossary for a refresher on
Sharing your calendar in chat
Would you like to learn more about Drift? Are you interested in adding a Drift playbook to a new or existing webpage? Have you noticed a potential Drift problem you would like investigated?
MktgOps::0 - To Be Triaged: Starting point for any label that involves Marketing Operations
Drift: Used if directly related to the Drift chat platform
SDR: Used if your request is from or involves the SDR organization