The Welcome Message Playbook

Every account in Drift will be equipped with two Welcome Message Playbooks when they first get started. These two playbooks will default to 'off', and you will have the Online version as well as the Offline version.

The two playbooks will function similarly to how all playbooks do, and to get the bubble to pop up on your site you will need to turn it on. If you don't want anything to pop up then both of the playbooks will need to be off; however, if you have your Welcome Message Playbooks off and no other active playbooks, site visitors will be greeted with a "Default Message" which looks like this:

 
 

You will be able to edit your "Default Message" under your Chat Widget Settings here.

Things to Note:

  • The Welcome Message Playbooks (both online and offline) will always be the lowest priority in all your playbooks, so any other LeadBot or standard playbooks created will be ranked higher.
  • You will have the ability to select the display conditions for the playbooks under Targeting>Display.
  • When you choose to have "Random Teammate" as the sender, it will only pull from the list of online users. There will only be up to 3 online users displayed at one time.

Did this help answer your question?

thumbs up
thumbs down

Thanks for the feedback! 🙏🏽


Help by drift