The Essential (FY24) plan is a custom temp plan created for Drift Customers looking to maintain the benefits of Drift at a discounted rate by agreeing to a 1 or 2 year agreement on their current spend.
 

Billing Plan: All features discussed in this article are available on the Essential (FY24) plan unless otherwise noted.

In this article, we’ll go over:

• How to Find Support or Modify your Billing Plan
• Features Included in the Essential (FY24) plan
• Features NOT included in the Essential (FY24) plan

How to Find Support or Modify your Billing Plan

You can see details of your current billing plan or upgrade your existing plan by going to Settings > Plan and Billing.

The Essential (FY24) plan is only available for select organizations.  To see if you are eligible for the Essential (FY24) plan: reach out to Support.  A support agent will escalate and review your case. 

Features Included in the Essential (FY24) Plan

• Unlimited Contacts
• 20 Chat Seats included (Additional chat seats: $40 / month)
• User Administration: Chat Only Permissions
• Chat: Live Chat, Block IP, Email Fallback, Saved Replies, Data Enrichment, Custom Branding (1 Brand)
• Playbooks: Welcome Message; Sliders and Proactive Messages; Custom Bots; Landing Pages
• Routing: Round-Robin & CRM Routing available
• Meetings: Calendar Integration, Calendar in Chat, Automated Booking
• Integrations: Slack, Vidyard, Google Analytics, Zapier, Help/Knowledgebase, MadKudu, Segment, HubSpot, Salesforce (Limited to Leads and Contacts), LinkedIn Sales Navigator, Outreach
• User Administration: Teams, Role-Based Access 
• Support & Success: Help Docs, Basic Chat Support, Drift Insider, Drift Community

Features NOT Included in the Essential (FY24) Plan

• Chat-to-Call
• Chat-to-Zoom
• Transcript Send
• Reverse IP lookup
• Drift Intel
• Live View
• Transfer and Leave Chat
• Account Engagement
• Personalized Playbooks (Playbooks utilizing Marketo, Pardot, Eloqua, 6Sense, Demandbase, and Clearbit Reveal, as well as ABM Playbooks)
• A/B Testing
• Drift Link Playbooks
• Team and Firmographic routing 
• Reporting APIs 
• Webhooks
• GPT translations and Suggested Replies
• Dedicated CSM
• Drift for Salesforce App
• 24/7 Chat Support
• Drift Video
• Drift Activity Tracker 
• Single Sign On
• Custom Roles
• Integrations: Marketo, Pardot, Eloqua, Kickfire, Clearbit, Demandbase, Outreach Integrations & Native SFDC Reporting, Zendesk, 6Sense, Clearbit Reveal
• Reporting & Insights: Pipeline Reporting, Audiences, CSAT Reporting, Activity Timeline, Team Performance, Routed Chats and Conversational Analysis