Getting Started

Tips for agents and admins to get started on Drift.

Additional Articles in Getting Started

  • Drift Quick Start Guide DRIFT QUICK START GUIDE START HERE Step-by-step video tutorials for My Settings & Administrator Settings. Each individual Drift user will b
  • Playbooks Quick Start Getting Started with Playbooks 1. Explore Playbooks functionality & brainstorm 3 necessary questions to qualify a prospect 2. Check out our
  • Ultimate Guide to Email Playbooks At Drift, we have the best way to turn your emails into engaging conversations that close leads faster. This doc is the ultimate resource f
  • Testing Your Email Playbook Before you send out an automated or one-time email, you might want to make sure everything is aligned before you send it out! We have allow
  • Custom Email Buttons You can now insert a Call-to-Action button in your email playbooks! These buttons will be clicked-tracked and customizable. Let's Get Start
  • Contact View and Sidebar Tab The Contact's page of your Drift account is where you will find all your customers information. You are able to locate the dynamic segment,
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