Have More Conversations by Greeting Your Prospects via the Outbound Welcome feature in playbooks!

The Outbound welcome playbook will function by default if you are using the Drift Chrome Extension to track emails sent through Gmail or if you are using Sales Sequence Emails. 

Download the extension here.

Listen to how powerful this is. You're emailing with a prospect, and in that email, you include a link to your site. When they click that link and land on your page, they are instantly greeted with a personalized message! 

Billing Plan: The Outbound Welcome Message is available on all paid Drift plans starting with Premium.

To explain a bit more about how this playbook works - continue reading! 

What Prospects See

You can of course customize the wording here - just as with other playbooks. Just click on "Outbound welcome" in the playbooks tab to edit!

This playbook comes with a built in personalization tokens so you can greet prospects by their first name or company name! Just click on "Personalization" to edit. 

To Invite Teammates to Use the Extension: 

Scroll down to see....


 

Goals: 

We've already set up the default Goals, just select how you would like the conversation to route. Make sure you uncheck the routing option if you want to route directly to the rep that the Playbook is sent from.

Targeting: When setting up your Outbound Welcome Message Playbook you want to make sure you add the following targeting condition: Outbound Session is True

 

Still stuck? Reach out to Support.