Drift is a chat platform used by the Sales Development organization to engage visitors on our 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 across most of our website as well as on select landing pages. The content of the playbook depends the target audience and in the case of temporary playbooks on landing pages, the intended experience or use case.
All Drift playbooks are associated with 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 and playbook routing rules that govern how most Drift conversations are routed need to be refreshed to reflect changes to SDR alignment. Because this is not an automated process, Marketing Operations needs to be informed of needed changes via a SDR alignment change request from SDR leadership or as needed based on changes made to our marketing strategy that impact account alignment.
Drift Meetings configuration
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