Chat Playbooks allow you to engage with a site visitor for the purpose of qualifying a lead on your web site. There are various types of playbooks to suite your use case.
Optional Prerequisites:
In this article, we'll go over:
Types of Chat Playbooks
There are several types of chat playbooks available to build for all users. See below for a quick description of each playbooks intended use along with an example of it in action.
Engage All
The Engage All chat playbook is the core of your playbook strategy and is to be considered the go-to playbook for general use.
Example: To see an example of an Engage All playbook in action, check out this link here.
Pricing Page
The Pricing Page chat playbook is utilized to answer general pricing questions before connecting visitors to your team.
Example: To see an example of a Pricing Page playbook n action, check out this link here.
Skip the form
The Skip the Form chat playbook lets visitors "skip the line" and connect with your sales team right away.
Example: To see an example of a Skip the form playbook in action, check out this link here.
Visitor retargeting
The visitor retargeting chat playbook is used to create a custom experience for known visitors returning to you site.
Example: To see an example of the Visitor retargeting playbook in action, check out this link here.
Blog
The Blog chat playbook gives blog visitors recommendations on additional articles to check out.
Example: To see an example of a Blog playbook in action, check out this link here.
Welcome message
The Welcome Message chat playbook greets site visitors and invites them to start a chat with you.
For some additional help setting up a welcome message, check out this doc here.
Outbound welcome message
The Outbound Welcome message chat playbook displays a welcome message for visitors who click through a tracked email using the Drift Chrome extension.
For some additional information on using the Outbound welcome message, check out this doc here.
Slider message
The slider chat playbook drives your visitor to a piece of content with a button.
Example: See image below.
Full Screen takeover
The Full Screen takeover chat playbook is used to send your site visitor an important message.
Example: See image below.
Email capture
The Email capture playbook is used to capture user emails to load into your CRM.
Example: See image below.
Target Accounts
The Target Accounts playbook is used to go after a very select group of target visitors.
Example: To see an example of the Target account playbook in action, check out this link here.
Paid ad converter
The Paid ad Converter playbook is used to achieve maximum ROI from your paid ads, and delivers a personalized bot waiting for buyers who arrive on your site via paid ads.
Example: To see an example of the Paid ad converter in action, check out this link here .
Now that you're familiar with the types Chat playbooks available, you can return to our Persona Guide for Chat Playbooks for more intel.
