How to set up a campaign (and how they work)

Setting up an automated message (also known as a campaign) is an easy way to welcome visitors, drive more engagement, and start more conversations. You can send a few types of automated messages:

  • Announcement
  • Email Capture Campaigns
  • NPS (Net Promoter Score survey)
  • Bot Reply

Here’s an announcement in action…

What an announcement sent via “slider” looks like in Drift. This one was taken right from our home page.

Setting up one of these campaigns takes 60 seconds. Here's a video walk through and below is a step by step with screenshots.

On the dashboard, scroll down to the section that says “Campaigns” and select to compose a new message.

NPS is only available for paid accounts

When composing your campaign, you’ll see a preview of what your visitor or user will see once you send the campaign.

There are a handful of ways to customize the campaign. There are three steps to the building process: compose, target, and review.

Step 1 - ComposeSome of the primary options when composing an announcement campaign

Some of the primary options when composing an announcement campaign
Additional options when composing an announcement

Delivery Method – This is how you want your message to be delivered

  • Slider – A slider pops up in the bottom right corner or the screen of the visitor or user
  • Takeover – A takeover covers the entire screen of the visitor or user
  • Email – You can only send emails if you are on the Drift business or enterprise plans

Headline – This is basically the subject line of your announcement. If you choose slider, it’s used as the preview of the announcement. If you choose takeover, it’s displayed in big letters at the top of your announcement.

If you choose email, you will be asked for “subject line” rather than “headline.”

Message – The is the actual body of your announcement.

CTA Button Action – You have the option to add a CTA (Call To Action) to all of your announcements.

In a slider or takeover, you can choose to either link to a URL or make the CTA immediately start a new conversation.

In an email, you will only be able to choose to link to a URL.

Send From – This is whose face and name is shown as the sender of the announcement. If you choose to send an email, this is the sender.

Step 2 – Targeting

Segment – This is who will see the campaign. You have a few options of what you can choose here:

  • Site Visitors: This is any user that goes to your website where you have Drift installed. NOTE:This is the only option available to you if you are on the free plan in Drift
  • Any static segment: This is any contact that belongs to a static segment
  • Any dynamic segment: This is any contact that belongs to a dynamic segment

Display when – This enables you to display a message to people based on URL, number of visitors, and more. If the visitor’s situation matches criteria set, they’ll see the message.

When you setup targeting, you can create a set of rules (conditions) that are paired together.

You can read more about how display when works here.

Send this – You have a few options here:

  • Right now
  • Until a specific date
  • Until I manually shut it off

You can learn more about how exactly these different options work with different delivery types here.

Here's a video that walks through how to set up some of the most popular targeting conditions:

Step 3 – Review

Now that your campaign is composed and targeting is all setup, review it to make sure it looks good and hit send!

Not using Drift yet? Get your free account here.

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