Now that you know where to find your playbooks, and know what playbooks are available and how they are viewed, you may like some inspiration on how you may want to utilize certain playbooks as a Sales to help out your sales teams.

Suggested Prerequisites:

• Where will I find my playbooks and how can I start building them?
• How do I know who will see my playbooks?
• What are the different types of Chat Playbooks?

In this article, we'll go over:

• Targeted Playbooks on UTM sources
• Using a Skip the form playbook to connect a user to sales

Targeted Playbooks on UTM sources.

To begin setting up a Targeting Playbooks:

1. Go to Playbooks
2. Select Create Chat Playbook > Bot / Live chat
3. From the Playbook Marketplace select Targeted Playbook
4. Enter your targeting info to match who should see this playbook with the specific UTM paramaters. (For further info on using UTM paramaters, we suggest checking out Basics of Using UTM Data in Drift .)
5. Select Bot Flow to modify the template to suit your needs.

In the Blot Flow builder, you'll see Personalization tokens auto-populated. 


You can modify these tokens to personalize your playbooks to the targeted audience.  For further info on Personalization tokens, we suggest checking out this How to Use Personalization Tokens

Using a Skip the form playbook to connect a user to sales

To begin setting up a Skip the Form Playbook:

1. Go to Playbooks
2. Select Create Chat Playbook > Bot / Live chat
3. From the Playbook Marketplace select Skip the Form Playbook
4. Enter your targeting info.  This playbook is most often used on Contact pages, so it's suggested to use the Visitors who match the following conditions option and enter the URL of your contact us page.
5. Select Bot Flow to modify the template to suit your needs.

The bot template for this playbook will be preloaded with dialogue choices for you to modify to suit your own needs.  Depending on how large your sales team is, you can use pre-qualifying questions such as "What region are you in?" or "What size is your business" to direct your site visitor to whichever sales team would be best suited to cater to your prospect.