Billing Plan: Importing Account info and ABM playbooks are available on the Premium, Advanced and Enterprise Drift plans.

In this article we'll go over:

• How to import account info
• How to set up an ABM playbook

You can use the CSV upload feature to add your targeted accounts into Drift.

There are 3 fields that you need to make sure to include and populate in your CSV: 

• Account Name
• Domain (website)
• Account owner email (This email must match the email address of your teammate in Drift. This will be the person the messages will be coming from)

If you do not include these three fields, or the fields are blank in the upload, then those accounts wont be synced. 

Note: The domain you use to sync an account to Drift must be unique. If you have more than one account sharing the same domain name, Drift will only be able to import one of those accounts.

How to import account info into Drift: 

To import account info:

1. Go visitors on the lefthand sidebar
2. Select All Accounts
3. Click manage accounts
4. Select import a CSV

On this next screen you can either select a CSV on your computer, or drag and drop and CSV file into the top of the screen


A few things to note on this page:
Once you select the CSV, be sure to correctly map the different columns to Drift account properties. (You can view/add/modify attributes by going to Visitors > All Accounts for further info on Account properties, check out our doc here)

Once completed, you'll be brought to the Import log.  From here, you can see if you have any errors.

If there are accounts that caused an error, you will be able to download the CSV of failed accounts (via the View button on the right hand side) and change the information necessary for those reports, so you can re-upload those accounts back into Drift:

Again, when you re-upload your failed accounts, you do not need to re-upload the entire list.

Just the updated accounts that failed the first time.  Once you have your Accounts uploaded, you can now go on to setting up an ABM playbook as detailed in the next section.
Note: Once an account property has been created you must wait twenty four hours before you import a CSV with your new value.

Note: You do not need to delete existing accounts to update them with new information. Just upload a new CSV with the updated information and Drift will use the information from the new CSV file.

Setting up an ABM playbook

ABM playbooks are used to greet a targeted account and invite them to start a chat with you.  To set up an ABM playbook:

1. Go to Playbooks 
2. Select Create Chat Playbook / Bot Live Chat Playbook
3. Select ABM welcome message as your playbook type. 

This playbook will automatically put the Account Owner as both the “welcome message” face and route the conversation right to them if the lead responds.

We recommend using personalization tokens to make the message personal for your accounts, to do this, click Personalization to browse the available tokens.

In order to have this playbook display for your targeted accounts make sure you add the targeting condition "Targeted Account is True". Add any additional conditions you like!

 

The default targeting settings are set up so that everyone who is part of a targeted account that you've synced to Drift will receive that personalized message.

Advanced Targeting

Set the Frequency to have your Playbook deliver to your audience once, once per session, or on every page load! 

Once all of your Playbook settings are up to your standards, you can save your settings, and publish it!