Create Segments Based Off Playbooks Activity

Playbooks are super powerful tools that can help you reach out to the right leads, in the right place, and at the right time.

However, sometimes leads can slip through the cracks and don't end up interacting with your message.

You might want to send your leads another message based off of how they interacted with a previous Playbook. 

We have created a simple way to identify these contacts. You can now create segments from your contacts page based off how your site visitors interacted with your Playbooks!

The use-cases for this feature are endless, from sending your blog newsletter emails after using the Playbook, to re-targeting users who clicked on your Playbook on your pricing page, but never sent a message!



Here's How To Set It Up: 

Head to your Contacts section in Drift and click "Create Filter"

There are four types of filters you can add:

  • Attribute
  • Playbook Events
  • Tags
  • Raw Events

For this use case, choose "Playbook Events"

Once that is selected, you can customize which playbook you're referring to and what event you'd like to filter by. 

Based on the kind of Playbook you've set up, you will have the ability to create segments based off of users who: 

  • Have received your message
  • Responded to your message
  • Opened your message
  • Dismissed your message
  • Gave their Email
  • Reached the goal associated with your Playbook
Note that not all Playbook activities will apply to all playbooks, even if they show on the list.
For example: The "Dismiss" action only applies to Slider, takeover, and blog subscriber Playbooks. 

You can add multiple filters using AND/OR conditions as well! 

Once you add all the necessary filters, you will want to save your Dynamic Segment and name it! 

Now you can use your new segment as an audience for a chat or email Playbook!

Want to learn more about Marketing Automation with Drift? Check out our blog post

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