You’re doing great! Now that you’ve implemented the code snippet and designed your Drift widget, it’s time to jump into Playbooks.

Billing Plan: Playbooks are available on all paid Drift plans

In this article we'll cover:

• What are Playbooks?
• Account Type and Playbooks
• Types of Playbooks
• Building Your First Playbook
• ABM Playbook
• Data Privacy Consent
• Domain Authentication

What are Playbooks?  

If you've ever seen the personalized messages that pop up on www.salesloft.com when you enter the site and wondered what you were looking at, then your answer is a Playbook! 

 

Playbooks are central to Drift and what we do! They are automated message workflows and campaigns that proactively reach out to site visitors and connect leads to your team. 

The mission of Drift playbooks is to qualify all site traffic, route every lead to the right rep, and make it easy for the marketer to demonstrate their success.

Account Type and Playbooks

Welcome Message Playbooks are the only playbooks available to Free plans. Our other Playbooks can be accessed by paid plans, if you’re interested in learning more about what’s included in your plan, click here. 

Types of Playbooks 

There are several powerful Playbooks that you can leverage to connect with your customers. Within the Drift portal you’ll be able to create some of the following based on your account type: 

• The Welcome Message Playbook
• Slider Message
• Full Screen Takeover
• Email Capture Message
• Account-Based Playbook
• The Bot Playbook
• Conversational Landing Pages

To learn more about the different types of Playbooks that can be created in your Drift account, click here.

Building Your First Playbook: 

Building a playbook is the next step before going live! In the Playbooks section of your Drift account you’ll be able to create new or edit pre-existing Playbooks. 

To get started, locate the Playbooks section, or click here. Clicking the blue button in the top right hand corner gives you the options of different playbooks to build.

The blue button in the top right hand corner gives you the options of different playbooks to build. To support building your first playbook, check out the steps in this how-to guide, click here. 

To support building your first playbook, check out the steps in this how-to guide, click here.

ABM Playbook:

Note: Syncing Salesforce accounts into Drift requires ABM and the Premium or Enterprise plan.

Drift ABM software allows for you to send personalized, and targeted messages to the people that really matter. To set up ABM playbooks, follow the steps outlined here.  

When a prospect from a company lands on your marketing site, members of your Sales team should be able to be notified so as to not miss an opportunity to engage with them and have a greater probability of closing a deal.  At the same time, your prospect should be immediately engaged in a customized manner, so they have a message from you there to greet them letting them know you're available to talk. 

In order to target these accounts, you can upload a list of accounts you want to target with a personalized message and have your sales team start to enjoy prospecting again.

 

Data Privacy Consent (GDPR Compliance) 

For teams that need to stay GDPR compliant, end-users may need to give consent for Drift to save their information. It’s important to create consent forms for your customers, which can be created within your Drift account. To learn more about data privacy and your Drift account, click here.

To Create a Consent Form: 

1. Go to Settings
2. Under settings locate Data Privacy in the side navigation
3. Click “Create form” 
4. Fill out the necessary fields 

Domain Authentication (DKIM) 

In order to make sure that your chat transcripts and various emails don't get marked as spam or junk when you send it to yourself or others, you will need to make sure that you are authenticating it with DKIM. DKIM authentication is a sender identification tool that protects email senders and their recipients from spam, forgery, and phishing.

Domain authentication, sometimes known as whitelabel, shows Internet Service Providers that the email sending service we use has permission to send emails on behalf of your domain. Drift offers this service so that instead of it looking like emails are coming from Drift, your end users can now see that emails are coming directly from you! 

Ok, now that you've got this step down, lets move onto Step 4 and Set up Some of your Integrations!