In the Meetings Report, you can see which of your teammates is booking the most meetings over a customizable period of time, recently booked meetings, the outcome of all of your meetings and which companies are booking meetings with you.

 

Billing Plan: The Meetings Report is available on the Premium, Advanced, and Enterprise plans.

 

Intended Audience:

• Admin
• Sales Manager

 

In this article, we’ll cover:

• Locating and Reading the Meetings Report
• Meeting Source and Status Definition

Things to Note: The Meetings Report captures all meetings booked across various sources, including chat conversations, Drift Profile links, email extensions, and playbooks. 

Locating and Reading the Meetings Report

You can find the meetings report by navigating to Reports > Conversations > Meetings. Here you can see which of your teammates are booking the most meetings, any recently booked meetings and the outcome of all of your meetings. This data can be exported by clicking Export to CSV.

You must be integrated with Salesforce to use the Meeting Outcome report and to view recently booked meetings.

In order to enable these reports and enable a sync between Drift and Salesforce, navigate to Settings > Integrations > Salesforce > Sync Settings. Scroll down to find the Meeting Reporting section.

 

Use the dropdown's to select the field in Salesforce that Drift will pull meeting outcome information from and to map your Salesforce meeting outcome options to Drift's meeting outcome option

Meeting Source and Status Definitions

Sources:

• None - The meeting was booked after the site visitor chatted in via a welcome message

• Playbook_Drop - Meetings booked using existing routing rules. Also meetings booked from playbooks.

• Playbook_Drop_Team - Speed prioritized meeting setting found here: https://app.drift.com/meetings/organization

• Profile_Drop - The meeting was booked via a Drift Profile link

• Reschedule - The meeting has been rescheduled via Drift

• Email Drop - The meeting was booked in an email sent with the Drift Email Extension

• Sequence Drop - The meeting was scheduled from a Drift Email related playbooks.

• Calendar_Drop/Calendar Share - The meeting was scheduled from a calendar that was manually shared in a chat by an agent.

Status:

• Scheduled - The meeting has been scheduled and has not occurred yet

• Canceled - The meeting has been canceled

• Rescheduled - The meeting has been rescheduled