Welcome! If you're new to Drift and want to get started setting up your account, then this is the guide for you. We’ll break down the exact steps and resources that you need for a successful launch of Drift for your business.

If you’ve already started setting up your account, you can still use these steps as a checklist to ensure that you’re ready to go live with your Drift widget. 

In each of the steps below, we give you a quick rundown of the actionable steps necessary to take, and then link to more detailed help documents that can further assist as you complete setting up your account. 

In this guide we’ll cover: 

Step 1: Setting Up Your Account

Step 2: Installing Drift on Your Website

Step 3: Introduction to Playbooks

Step 4: Integrations & API’s

Step 5: Reporting

Step 6: Adding Team Members

Step 7: Sales Team Enablement

Step 8: Setting Team Hours

Step 9: Go Live Checklist

Optional Step: Technical / Integration Testing Checklist