How to Test a Playbook

The visual builder is a wonderful tool to help you map out and plan the logical flow of your Playbook, but when all is said and done, what matters most is how your potential leads experience your bots. 

Two features within Drift lend themselves perfectly to testing Bot Playbooks - #DriftLinks and Conversational Landing Pages (CLPs). These are easy methods for testing your bots as they will appear to end-users, without going live to your entire user base.


This document will cover:

  1. Getting Started: Building something to Test
  2. Testing with #DriftLinks
  3. Testing with Conversational Landing Pages 


#DriftLinks are a great way to test your Playbook if you want to see how it will look nestled in with the rest of your site. Conversational Landing Pages (CLPs) are useful for seeing just the bot flow, without the rest of your site framing it. Great for surfacing typos! 


1. Getting Started

You have to build a Playbook before you can test one!

  1. Log into Drift and navigate to your Playbooks tab within the app
  2. Click the green "New Playbook" button on the top right corner, then choose "Chat" to go to the Marketplace
  3. Find your playbook type and hit the green "Create Playbook" on the top right corner of the page
  4. Customize the Playbook's messages, questions, CTAs, etc..

Need some inspiration? Check out some really good examples from our customers :-) 

If you are on a Pro Plan or above, we also pre-populate six awesome Playbook templates for you so you can get up-and-running as quickly as possible!


2. Testing with #DriftLinks

#DriftLinks can be thought of unique IDs for a Playbook preceded by a hashtag. When you append these to the end of a URL on your site domain, they trigger your Chat Widget to open a conversation from that specific playbook. 

#DriftLinks are great for

  • seeing visually how the widget will open the conversation sidebar after a visitor actively clicks and engages with a bot greeting and question
  • checking whether the chat is blocking any important content on your website
  • essentially getting the "true" end user experience

OK, but how does this really work? 


Find Targeting within the Playbook Editor

Once you've built your Playbook, find the Targeting section and, you guessed it, the #DriftLink tab. Make sure to turn on the "Only fire when #DriftLink is present" toggle first, then hit the Status toggle as well.

Using a #Driftlink will override any and all targeting conditions you've set up and you'll see those sections disappear from the sidebar. Don't worry, if you uncheck "Only fire when #Driftlink is present," your chosen display conditions will show up again!


Enable Your Playbook and Take it for a Spin!

Enable your Playbook using the toggle shown above. Then, open an incognito/private browser window, and navigate to the site you installed Drift on. If Drift already recognizes you and your contact information, email capture and phone capture skills will be skipped to avoid redundancy. See note below for more info. 

Testing using an incognito/private browser window is important because Drift uses cookies. The private browser will stop the use of cookies and allow for email capture questions to function properly.  


Once on your domain, simply add your #DriftLink to the end of the URL. For example,

Here's a #DriftLink in action! Note that the #DriftLink in the URL is highlighted at the very end:

For a full tutorial on setting up #DriftLinks to trigger on a button click, check out this help document. (This shouldn't be in this doc as this document is focused on the testing aspect. this content should be in the general Driftlinks document)

Check out this other video on how to leverage #DriftLinks


3. Testing with Conversational Landing Pages

Like #DriftLinks, Conversational Landing Pages have specific URL triggers which are simple to fire and safe for testing when you're not ready to go live yet.

CLPs are focused landing pages that are meant to drive conversations with Leads who are interested in completing a single Call To Action, whether that be a webinar sign up, event registration, demo request, or content download. Because of this simple, focused format, CLPs are also ideal for testing.

Specifically, CLPs are great for

  • testing without installing any code!
  • stripping down the bot to just the messaging
  • letting yourself focus on surfacing typos, awkward transitions between messages, and logical flow of the conversation itself
  • not just testing! As stated before, a lot of customers use CLPs as actual branded landing pages for certain events and campaigns targeted at a specific customer base, where they really want a full-screen takeover to engage their leads. 

OK, but how does this look?


After making sure that your Landing Page is toggled on:

Here is how the CLP will look in action:

For a more exhaustive doc on Conversational Landing Pages using the features and customization listed in the image below, check out this article!

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