A key part of using Drift is sending the right messaging to the right people. People who land on a certain page, or belong to a company of a certain size, or who spend a specific amount of time on your site are all great ways to send personalized and unique messaging to your customers! 

Billing Plan: Playbook targeting settings are available on any paid Drift plan, starting with Premium.

Intended Audience:

• Admin

In this article, we'll cover

• the available types of targeting conditions you can use with bot Playbooks
• how to add and combine conditions
• choosing your display frequency

 

Here are the types of targeting you can choose:

When using Targeting, you'll have the option of Basic Targeting, and Advanced Settings.  Basic Targeting makes things easier by giving you simplified radio buttons to use and select for your targeting for which page the bot should be located, which country it is displayed too, and what hours the bot is displayed.

 

Website:

• URL – When the visitor is on the URL selected in this targeting step, display the campaign. There are a few ways to target by URL, some of which are “is/is not," and "contains/does not contain."
• URL Path – This is the /path that displays after the core URL (app.drift.com/settings)
• URL Host – This is the subdomain or core domain of the URL (app.drift.com/settings)
• URL Query Param – This is any query parameter within a URL
• URL matches (regex) - A regular expression (regex) is used to match (and group) text based on a pattern. This can be used as a more advanced version of "contains" based matching. For example, if you had three URLs:
  /products/one
  /products/two
  /products/three
  and you wanted to match the first two but not the third, you could do a pattern like:
  \/products/(one|two)

For URL Query Parameter targeting, we validate the conditions to ensure they're in the correct format, which is (key)=(value) as seen in the screen shot below.

Note: Use the URL is not or URL does not contain conditions to exclude Playbooks from specific pages.
 

Drift:

• Drift Status- Target based on whether your Drift account is online or offline.
• Outbound Session- Target based on whether or not the session is Outbound.
• Outbound Rep- Target based on the prospect's Outbound Sales Rep.
• Targeted Account- Target determining on whether or not the account is a direct target.
• Team Status - Target whether or not one or more of your teams is online/offline (Premium plans and above)
• Contact Attribute - Target or exclude one or more of your contact or custom contact attributes
• Contact Segment - Target or exclude one or more of your contact segments
• Account Segment - Target or exclude one or more of your account segments
• Account Attribute - Target or exclude based on your account attributes - Use the Account Attribute targeting condition to target accounts based on their Account fit score. For more information on the Account fit score, please see our Drift Prospector help doc.

Marketo:

• Marketo List - target one of more of your imported Marketo Lists (Premium plans and above)

Pardot:

• Pardot List - target one or more of your imported Pardot lists (Premium plans and above) More information on Pardot targeting can be found here.

Salesforce

• Salesforce Account List - target one or more of your imported Salesforce account lists (Premium plans and above). More information syncing account lists from Salesforce can be found here.

Demographic:

• Country - target by country
• US State - target by states in the United States
• Canadian Province - target by Canadian Province, ex. Ontario
• IP Address - target by a set of IP addresses
• Zip Code - target based on global zip codes

Visitor Behavior:

• Referrer – This is the URL that refers the website to the page they're on now (google.com)
• Number of Site Visits – The number of times a user has visited your site (sessions, not page views).
• Number of days since last visit – When the visitor last visited any page a specific number of days ago, display the campaign.
• Device – If the visitor’s browser matches the criteria set, they’ll see the campaign. The options here are mobile, desktop, or tablet
• Seconds on Page – After somebody has been on the page for a certain number of seconds, you can have a message display. This will delay the message from popping up for the allotted time.
• Seconds on site (in seconds) – Similar to "Time on page" but measured from the start of the visitor's session and independent of the amount of time that is spent on any given page.
• Scroll percentage – After a visitor scrolls X percent of a page, you can have your message display.
• On Exit Intent – This triggers when a user's cursor leaves the window on the top half of the screen, usually indicating they intend to change browser tabs or close this tab/window. The user must be on the page for at least 5 seconds for exit intent to work. 
• Cookie – Hide or display your widget or Playbook to users who have or don't have a specific cookie attached to them!

For cookie targeting, we validate the conditions to ensure they're in the correct format, which is (key)=(value) as seen in the screen shot below.

Geolocation:

• US State (location) – Choose to target or exclude specific states in the United States
• Country (location) – Choose to target or exclude specific countries for a campaign or chat
• IP Address - Target visitors based off of their IP address

Came From Outbound Email Playbook (non Bot Playbooks):

• Use this to fire a playbook for users who clicked over to your site from an email sent by your sales team through Sequences or the Chrome extension.. 

Firmographics:

Targeting based on Firmographics is available to our users on the Premium (formerly Company) Plan and above.

• Employees - Number of employees in a company
• Revenue - Annual revenue for a company (public companies only)
• Industry - Industry classification of company
• Domain - Company domain associated with person's employer
• Name - Name of company 
• Company Headquarter State - State in which the companies headquarters is located in
• Company Headquarter Country- Country in which the companies headquarters is located in
• Company Headquarter Postal Code- The postal code in which the companies headquarters is located in

Please keep in mind, any targeting with Drift Intel is contingent on being able to identify the visitor's IP in their database! If there isn't a match, any other Playbook display conditions will not apply.
 

Demandbase:

• For more information on Demandbase targeting please see this doc.

6sense:

• For more information on 6sense targeting please see this doc.

Combining Conditions:

Adding Multiple Conditions:

When to use "and" or "or": Using "and" will make a condition set, which will tell Drift each condition has to match for the playbook to show. "Or" conditions, will tell Drift that either of those conditions must be met to have the playbook show.
 

Choosing Playbook Display Frequency: 

After setting the targeting conditions, you'll want to set how often your playbook is shown.  Simply scroll down and select the appropriate radio button.  You can also select what percentage of customers will see your bot.  

If you choose On every page load the bot will fire every time the page is loaded.

Note: The playbook will only fire once, so if someone has a conversation and they refresh the playbook, they will lose the conversation and the playbook will start over.  If there is another playbook to fire on the same page, that new playbook fires in the order of priority. 

If you choose the Until they interact, once per session option the Playbook will only fire once every 30 minutes from when they interact with it (interacting includes opening the content or dismissing it). After 30 minutes, the visitor will be eligible to see that content again.

If you choose the Until they interact, then hide it option, the visitor will be eligible to see the playbook until they've interacted with it (interacting includes opening the content or dismissing it).

Additionally, you can choose to customize what percentage of targeted visitors are shown the playbook.

If you choose 100% of target visitors.  Every targeted visitor will see the playbook.

If you chose A custom percentage you can select the amount of visitors that will see the playbook via the pulldown on the same line.  Your choices are 5%, 10%, 25%, 33%, 50% and 75%
 

Advanced Targeting Settings:

In addition to the targeting options listed above we also have advanced targeting settings that uses cookies or javascript to target visitors based off of their behavior.

• Visitors with recent conversation history - Choose to target site visitors who have (or haven't) chatted in within the last 7 days. This targeting type requires Drift to know the email of the site visitor.
• Sales Engaged - Choose to target visitor who are (or aren't) currently engaging with your team, either through email or booked meetings. This targeting type also requires Drift to know the email of the site visitor.
• Identified by your website - This targeting type uses javascript and a unique user ID to identify and target known (or unknown) site visitors. For more information on how to use javascript for this type of targeting please see our dev doc on user identification.