Our Product Training Guide will serve as a roadmap for you to accompany all the screens in the Drift Platform. 

WHO IS THIS FOR:

All users who are new to the Drift Platform.

SUGGESTED PREREQUISITES:

 You have a Drift account

 You have a Drift Insider account (100% free)

Training Guide Overview

This guide shares the same intel we share with our internal new hires.  Under each sections you'll find a road map to pair with each section of our product.  Use the check list above to check off what you have completed.  In addition, we'll link to supplemental content in each section when relevant.  All links to additional content will open in a new tab, allowing you to digest each topic in whatever order you choose.  If you need any additional help, we're just an email away, reach out to Support.

In this guide, we'll go over the following topics:

• Understanding Settings
• Live Chat Product Guide
• Email and Meetings Product Guide
• CRM Product Guide
• Chat Playbook Guide
• Routing
• Email Playbooks Guide
• Drift Video Guide
• Reporting Guide
• 3rd Party Integration Guide