If you are familiar with setting up Targeting conditions for Chat Playbooks, this step will feel very familiar to you. If not, here is a help article that may be helpful.

Billing Plan: Fastlane is available on the Advanced and Enterprise plans

Intended Audience:

• Admin

In this doc we'll cover:

• Setting Up Targeting Conditions

Step 1: Select who should see the Fastlane Playbook after form submission

 

Step 2: Don't want everyone to see the Fastlane? No worries, you can set Targeting conditions that will limit who can see the Fastlane after form submission

• The Fastlane Playbook can be triggered based on:
  • Data collected from the form (Contact attributes that you are storing in Drift from Step 3)
  • Demographic information (Country, State, etc.)
  • Drift Intel data (Company Revenue, Company # of Employees, Company Headquarter State / Country, etc.)
  • Target accounts
  • Contact / Account segments
  • Marketo lists
  • URL query parameters

In the below example, leads filling out the form from any country in the Americas with a Company Revenue of $100M+ will see the Fastlane after form submission.


Testing: Want to test your Fastlane Playbook before it goes live? While there isn't a test function for Fastlane playbooks like there is for non Fastlane playbooks you can still test it by setting specific targeting conditions. In the playbook builder, head to "Targeting" and set a targeting condition of "Company Name contains [name of your company]". This will make it so the Fastlane playbook only shows for people who are a part of your company allowing you to test the playbook live on your site.