We know that when you sign up with Drift, you want to get up and running as quickly as possible. This article contains many helpful training videos and links to other documentation so you can start seeing success ASAP!

My Settings

The My Settings portion of the in-app settings are unique to and must be set by each individual Drift user. These can not be configured by an administrator of a Drift instance.

My Account and Notifications

Check out this doc to learn how to set up your Account settings (user name, avatar, password) as well as configuring your individual notifications preferences

My Profile

Check out this doc to learn how to set up your Drift profile, which you can share with prospects so they can chat directly with you and book meetings with you personally! 

Administrator Settings

Your Drift instance's system settings are only accessible by those with Administrator privileges within the account. These settings include, but aren't limited to, widget design, targeted hours, routing, installation, and integrations. We'll go over some of the most important! 

Installing Drift

Installing Drift on your site is the first step to having conversations with your customers and prospects.

You can find all of our documentation on installing Drift by heading here! 

Business Hours and targeting

Check out this video  to see how to set up your targeted business hours and how to set display conditions for your widget!
 
Widget display conditions are available on any of our paid plans.

Conversation Routing

Conversation routing, or lead routing, is one of the most powerful ways Drift can help you capture more leads, book more meetings, and close more deals!

Saved Replies

Saved replies are an awesome way to send answers and helpful content in the most efficient way.

Conversation Tags

Tagging conversations is a great way to keep your inbox organized. You can easily filter by tags in the conversation view so you never lose a conversation you've had with a prospect or a customer!

Advanced Settings

There are several settings in Drift for more advanced users or larger companies, such as limiting the amount of conversations a teammate can have at a time, raising your email sending limits, and customizing how links appear with Drift. 

Bot Skills

Our bots can do a lot of the work for your team. We call these abilities Skills. Below, we'll go over a few of the most helpful skills to help you level up your usage of Drift! 

Bots are available on our Premium plan and above.

 

Keyword Groups

Within your bot Playbooks, you can set up keyword groups so that you can route conversations, send responses, or qualify/disqualify leads based on what they type in! You can save these for later use and we'll even suggest keywords for you to use based on what people have typed. Check out this doc to learn how to leverage them!

 

If you have any questions, don't hesitate to chat in to our team!