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Additional Articles in Product

  • Set Up Routing Rules One of the most important things when talking to your leads or customers is making sure that people get connected to the right person at...
  • Advanced Widget Settings The Advanced section in the Chat Widget Settings is where users can toggle unique features regarding the Chat Widget. By turning these...
  • Seeing What Page Your Customers Are On Track which page your customers are on while in the conversation view!
  • Salesforce Routing When you're using a tool to capture, qualify, and connect to our leads aka Drift, the lead ownership should be based on my source of...
  • Exporting your Contacts Now that you've gathered a lot of information from your leads you may be wondering how to export your contact list Here's how Go to your...
  • How to Add Participants to Conversations When a conversation is happening in Drift, you may have one or multiple people on your team talking to a lead or customer. What's...
  • Create Segments Based Off Playbooks Activity Playbooks are super powerful tools that can help you reach out to the right leads, at the right time. However, sometimes leads can slip...
  • How to Delete a Contact Contacts can easily be deleted directly from the Contact section of Drift. Simply select the contact(s) that you would like to delete...
  • Why Isn't My Playbook Showing? Setting up your first Playbook can be exciting and super fun! Conversational marketing is so much easier to do when you can talk to the...
  • Conversation Stats, Reporting, and Export Your conversation reporting dashboard has gotten a huge makeover. You can now see where on your site the most conversations are...
  • Lead Stage Classification Lead Stage Classification allows for Playbooks to sort and label your contacts based their interactions with the Playbook. This is...
  • Drift vs Other Live Chat Products How Is Drift Different Than Existing Live Chat Products? There are hundreds of live chat products out there from companies that have...
  • Setting up Team Hours Drift Teams is a tool that will help you customize Drift so that it accurately reflects how your organization functions and delivers the...
  • Widget Targeting by Team One use of Drift Teams is to further refine your widget targeting so that you're only showing it to the right people at the right time....
  • Playbook Targeting By Team One use for Drift Teams is to specify which playbooks (any chat playbook) you want to show when a certain team is online or offline. If...
  • How are CQL's calculated on the Dashboard? As of September, we've made a small update to how we calculate the CQL total for the Drift Overview dashboard on your account home page....
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