Welcome to Drift! Here's an onboarding checklist.

Welcome to Drift!

We want to welcome you to the Drift platform. Below is a list of tasks that our customer success and support teams strongly recommend completing before taking things live on your site. Each task is a clickable link that will take you to the page within the Drift app where these steps can be accessed and set up. You will also find the Help Doc for each step that will help with troubleshooting along the way as you get set up!

Let's get started!

Install Drift on your Site


Here's the Help Doc 

Completing this step is necessary to get started with Drift.

Customize the Widget and Set Hours of Availability

Here's the Help Doc 

Set up Lead Routing Rules

Here's the Help Doc

 Completing this step is necessary to get started with Drift.

Set up Notifications

Here's the Help Doc

While not necessary in setting up Drift, you may want to change your notification settings to "only conversations I am in" to avoid an overload of notifications. These settings can be changed at any time. 

Connect your Email

Here's the Help Doc

Connect your Calendar

Here's the Help Doc

Completing this step is necessary to get started with Drift.

Set up your Drift Profile

Here's the Help Doc 

Set your Driftbot Design and Botskills

Here's the Help Doc

After you go live!

Set up an Online and Offline Welcome Message

Here's the Help Doc

Create your First Leadbot Playbook

Here's the Help Doc


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