So maybe you've decided to step away from Drift, or maybe you just need to get the info exported so you can analyze your details on paper, or maybe your entire business is pivoting. In this quick check list we'll go over some of the practices of moving your data outside of Drift before you shut down.

In this doc we'll cover:

• Turning Off Your Playbooks
• Exporting Your Contacts
• Exporting Conversation Reports
• Removing the Drift Widget From Your Site
• CRM/MAP Cleanup

Turning off your Playbooks

Turning off your playbooks is simple.  To do this, go to Playbooks > Chat Playbooks. From here, hover your mouse over the playbook you'd like to turn off, and select the action button at the end of the column.  From here, you can Turn off or Archive your playbook.
 
 

Exporting your Contacts

Exporting your contacts is a two step process.  First, you want to create a Segment which includes the contact info you'd like to export.  Once completed, you will then Export your Segment.  Note, if you already have a Segment which includes the info you'd like to export, you can skip this part.

To Create a Segment with the contact info you'd like to export go to Visitors > Contact segments and then select New Segment. 
 
After clicking New Segment, select New contact segment and then apply whichever filters you'd like to include. For example, you may just want Email addresses, or maybe both Email addresses and Aliases.  You can include as much detail, or as little as you'd like.  For further info on Segments, check out our help doc here.

 
Once you have your Segment created, you'll then go to Visitors > Contact segments and click on the name of your segment that you'd like to export. Next, select Manage members > Export CSV of segment and your report will be Emailed to your inbox.

Exporting Conversation Reports

Drift allows you to Export details on Chats, Meetings, and Calls.  To do this, go to Reports and select Chats, Meetings, or Calls depending on what you'd like to export.  Select the time frame at the top of the screen.  Next, simply look for the Export CSV button in the report you would like data for.  In the example below, you'll see the steps we took to Export our Conversations tags for the past 3 months by going to Reports > Chats and selecting our timeframe before selecting the Export CSV button in the Conversation.
 
 

Simply repeat this process for any data you'd like to export such as, New conversations, meetings, booked, or your teams performance.

Removing the Drift Widget from your site

Removing the Drift Widget can vary depending on who and how it was set up on your site, but it essentially revolves around removing the Drift JavaScript code from your site.  You can find that code by going to Settings > App Settings > Drift Widget and selecting Install.  From here you'll find the JavaScript code that you used.  
 
 

You can cross reference with this information with the source code of your site to hunt down the portion that you'll want to remove.  Additionally, if you installed any custom code to translate your widget, make sure to remove that as well.

If you use Fastlane Playbooks on your site you'll want to make sure you remove any Fastlane javascript from your pages with Fastlane Playbooks on them.

Make sure you remove any embedded Conversational Landing Pages you may have added to your site as well as any DriftLinks that may be on your site or embedded in marketing emails.

CRM/Map Cleanup

Finally, you'll want to head into your CRM/MAP and make sure you clean up any Drift specific workflows such as scoring chat leads differently from other leads.