Playbook Results & Reporting Resources

• Playbook Reporting Overview
• Drift Reporting Guide
• The Site Coverage Report
• Routing Outcomes Report (NEW)

Looking to improve your playbook metrics? Try out the recommendations below! 

How to Optimize Your Engagement Rate

• Test new opening hooks: Drift Book of Hooks
• Check playbook targeting conditions: Ensure you’re using “contains” to reach a wider audience and are using AND/OR statements correctly
• Launch more Stage 2 Playbooks: The more personalized and targeted a playbook is, the higher the engagement. Check out Really Good Chatbots

How to Optimize Email Capture Rate

• Check your qualifying questions: Best practice is to have 2-3 max to avoid visitor drop off
• Move your Email Capture Skill towards the top of the flow: Note, this recommendation is for folks who are looking to increase the number of “at-bats” for the sales team vs. quality of conversions
• Launch more Stage 2 Playbooks: The more personalized and target a playbook is, the higher the conversion rate. Check out Really Good Chatbots

How to Optimize Meetings Rate

• Limit the number of qualification questions you ask: We recommend 2-3 max to avoid drop off
• Move the Meetings Skill up in the flow: This recommendation is for folks who are looking to increase the number of “at-bats” for the sales team vs. quality of conversions
• Launch more Stage 2 Playbooks: The more personalized and targeted a playbook is, the higher the conversion rate. Check out Really Good Chatbots
• Have reps set up their Drift Profiles

How to Optimize Site Coverage

• If your site coverage is less than 70%, make sure your playbook targeting conditions are leveraging “contains” vs. “is” to reach a wider audience
• Check your Playbook Priority Order
• Launch more playbooks on different pages: Really Good Chatbots