Drift is a chat platform our Sales Development team uses to engage site visitors.
MktgOps: The starting point for any label that involves MktgOps. The MktgOps team subscribes to this label and will see the request being made.
Drift: Issue is directly related to the Drift chat tool. Specific admins for this tool are subscribed to this label.
SDR: If your request is from or involves the SDR team
Drift is expected to mirror LeanData routing as closely as possible. If there is an exception it will be listed here as more complex routing is rolled out. Our goal is to only connect site visitors 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. To update Drift team or routing please submit an issue using this template.
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
We have one Drift playbook that will lead a prospect down different routes depending on whether an SDR in their territory is available or away. If the SDR is available, the prospect will answer a series of preliminary questions and then route to the appropriate SDR. That SDR will get a notification on their browser and or mobile app to hop in the conversation. If the aligned SDR is away, the prospect will follow the same path but will be prompted to book time on the SDR's calendar right after answering the questions.