Chat Pop Over Playbooks

When trying to close more business in a short amount of time, running an effective promotion for a specific amount of time can drive more sales. 

We know its hard to catch the attention of your site visitors, but showing an announcement on the full screen of your website is a good place to start!  👍🏼

That’s why we created the Run a Promotion with a Full Screen Takeover Playbook! Being able to grab the attention of your leads the minute they reach a certain page on your site will create more "spur of the moment" purchases . 

This playbook is like a pre-packaged campaign template for your team to use to nurture repeat visitors and qualify leads and ultimately, close those deals!

Where Can I Find Playbooks?

In your Drift Dashboard, look for a tab called "Playbooks". Click "New Playbook" in the top right hand corner to begin!

This article talks specifically about Chat Playbooks, and within that grouping, "Pop Over" Playbooks. These are available on standard plans and above. 



Set Up Your Playbook

Let’s take this step-by-step:

The first thing you’re going to want to set up when you create your Playbook is the message that is shown to your users! We always pre-fill the fields to give you an example of a message you can send to your customers, but you can always personalize the message to tailor to your company! 


You'll be able to preview your playbook before you send it out to make sure it looks just right.


Goals are used to qualify or disqualify people who interact with this campaign! That way your team can focus only on the best leads.

You can have your  kick in at the end of a conversation, have the the conversation route to one person on your team, or have the conversation go unrouted.


Routing Rule Tips:

  • You should have your routing rules kick in if you have multiple members of your sales team in your Drift account.
  • If it is just you and one other person on your team and you are receiving notifications for all conversations, you can have the conversation not route to anyone and still be notified!
  • If it’s just you using your Drift account, or you’re in charge of answering questions on a certain topic, you should have the the conversation route to just one person.


The Lead Stages assigned to users who reach a goal are defined by tags. You can have them set to anything you like! From “Qualified Lead” to “Bad Lead” to “Wants a demo”! You will be able to see these Lead Stages as a tag on a customer's profile, we assign those automatically. 


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Under Targeting you’ll see is Audience - Everyone. Here you can set your preference of which users will see your playbook. You can choose from “All Visitors," “Known Visitors Only,” “Anonymous Visitors Only,” or you can choose a custom segment of users in your contacts.


Your third option, "Exclusion," can be used to exclude a certain segment or segments from seeing this playbook. This option is perfect for making sure your message gets to exactly the right people.

Lastly, you can choose any of your existing , you can create a new condition, or you have have your playbook be displayed “Always”. 

Click on the Pencil on the right of the text box to edit your targeting conditions! 



You can also edit your targeting conditions, add to them, or add a new condition set to the Playbook: 



Advanced Targeting: 


Set your Playbooks frequency to have your Playbook deliver to your audience once, on every session, or on every page load! 




Enable your Playbook


Once you’re ready for your Playbook to go live, you can save your changes and turn it on!


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