Drift Updates & Changes
- April 2018
- New Mappable Attributes for Clearbit
- Include Smart Filters
- Big ABM Update!
- Edit Email Sender Individually
- Vidyard in Email Sequences
- Email Tracking Flexibility
- Playbook Report CSV Download
- Test Email Chains
- Total Conversation Data
- Download Meetings Report
- Sequence Enrollment Improvement
- Reply Tracking
- User Log
- Meeting Reports
- March 2018
- Disable Free-Text Inputs
- Password and Security Update
- Enroll Users in Sequences from Gmail
- New Zero Inbox Background
- Extension Update Notification
- Email Editor Spellcheck
- Multiple Lead Routing Conditions
- Clarity on URL Targeting
- Outbound Sequence Preview
- User On Boarding Reminder
- Bulk Permission Modification
- Additions to the Learn More Option for Playbooks
- Meetings in Gmail Now Available in Sequences
- Character Count for Playbook Questions
- Playbook Table Update
- Playbook/Sales Sequencing Report Shows Most Recent Sender
- Playbook Autosaving is Back
- Revenue Targeting
- Push Original Conversations to Salesforce, HubSpot, and Marketo
- Unenrollment Reasons
- Freemium Dashboards
- Create New Contact in CRM
- Localized Scheduling
- New Settings Format
- Chat Condition for Email Campaigns
- Send Test Email Drafts
See what our engineering teams are up to! Here at Drift we ship daily, meaning we have a lot of features and improvements to share.
New Mappable Attributes for Clearbit
Check out the new Clearbit attributes users can now map to Salesforce! Also, Company is now available as a custom field in case the user is attempting to capture this value his or herself - the Clearbit equivalent is employmentName.
Include Smart Filters
Users can now target chat playbooks to include a smart filter instead of only allowing them to exclude.
Big ABM Update!
Organizations that have ABM can now:
Create static and dynamic segments based on account owners
Target playbooks based on those account segments (include AND exclude)
Roll out the red carpet with any chat playbook flow they want
Edit Email Sender Individually
Users can now edit the sender of each marketing email individually. This means emails in a single playbook can be sent by different people, for example, a sales account owner and a customer success manager.
Vidyard in Email Sequences
When editing emails from the Drift application, users can now insert videos from Vidyard. Doing this inserts a share link and a thumbnail for the video.
Email Tracking Flexibility
We now don't include the BCC email when the recipient is on your unfollow lists, whether it is their domain or specific email address. This will allow organizations to avoid tracking internal emails between employees.
Playbook Report CSV Download
The CSV download button in playbook reports now send an email to the user with a direct download link, instead of downloading from clicking the button directly. This will improve the experience of downloading a playbook report!
Test Email Chains
Users can now send themselves entire test email chains instead of one email at a time.
Total Conversation Data
After feedback that organizations were adding up their total number of conversations, we had to fix it. Drift's conversation reports now show the Total Conversations within the selected time!
Download Meetings Report
Not only are the meetings reports back, but organizations can now download a CSV of the booked meetings table.
Sequence Enrollment Improvement
The sequence enroll modal now displays the contact's email at the top, allowing users to see who is being enrolled in the sequence while it's happening.
Check out a video of this here!
Email playbook dashboards now display the reply rate for each playbook. Find the data by selecting the individual playbook in the playbooks section.
Organizations now have a User Log so administrators can see when changes on the user happened! Some examples include when people go on/offline, when a user was invited, and when they completed the on boarding.
Meeting reports are back! They are accessible for all right here and also included on the Administrator's dashboard.
Disable Free-Text Inputs
For the purpose of making sure the value of a reps’ time in chat is maximized, we’ve introduced a feature that limits a site visitors ability to chat freely. Instead, you'll have the option to only allow visitors select your pre-constructed responses.
Check it out from a visitor's point of view here!
See how to set it up from the user's point of view here!
Password and Security Update
Security Compliance is a must here at Drift. Starting today users will enter their current password before being able to change it. We also added notices that pop up if your password doesn't fulfill the required characters and length.
See it in action here!
Enroll Users in Sequences from Gmail
Now, when writing an email from your Gmail account, you can enroll the recipient in an email sequence. Simply click on the "enroll in sequence" button and the sequencing window seen in Salesforce and Drift will come up so you can select which one to use!
You can see what that looks like here!
New Zero Inbox Background
After receiving some feedback, we changed the background of the conversation tab. Now, when there are no open conversations, instead of seeing the "High Five Guy" you will see a squeaky clean mail icon!
Extension Update Notification
Now when the extension updates you'll get a notification letting you know that you need to refresh in order to get all the new features!
See what it looks like here!
Email Editor Spellcheck
The email editor now has a spellcheck! This spellchecker uses the one that the browser has built-in, so it will be properly localized in other languages.
Multiple Lead Routing Conditions
Administrators can now set a combination of lead routing rules with multiple matching conditions in order to further customize the routing experience.
Check out a recorded example here!
Clarity on URL Targeting
When users are customizing targeting conditions for their playbooks, they can now see how Drift defines URL Host, a live example of their input, and a verification tool for double checking the URL.
See what it looks like here!
Outbound Sequence Preview
A new preview feature allows users to see what their outbound email looks like before sending it to customers.
See it in action here!
User On Boarding Reminder
Remind users who haven't gotten started on their profiles by re-sending invitations under the Team Settings section. If a member of the team has not initiated the on boarding process, Admins can now let them know!
Bulk Permission Modification
Administrators can no longer edit the permissions for multiple users that have different sets of permissions. In order to alter permissions in bulk, each user being changed must have the same permissions as the others.
Check out what this looks like here!
Additions to the Learn More Option for Playbooks
Selecting the Learn More button on certain playbooks will now show a list of features the playbook has as well as a video that explains the playbook in more detail.
Meetings in Gmail Now Available in Sequences
Now users can place their calendars with available times on outbound sequences. Make sure your calendar is integrated, your profile is completed, and then simply insert a "Upcoming Availability" token in your message within the Sequence playbook.
Check out what it looks like here!
Character Count for Playbook Questions
As a user creates the first question within a playbook, the number of characters will display below it. A pro-tip also advises users not to go over 100 characters.
Playbook Table Update
The playbook table now displays the type of each playbook, allowing users to see what kind of playbook it is without having to select it.
Playbook/Sales Sequencing Report Shows Most Recent Sender
When looking at a playbook's overview or a sales sequence overview, select the People tab to see the who sent the most recent email to the end-user. This is super helpful when used in tandem with our dynamic email sender feature!
Playbook Autosaving is Back
If a user edits a one-time email playbook (Send a One-Time Email, Email Newsletter, New Blog Content Promotion, etc.) or other playbooks that are disabled, changes will save automatically.
For those who have the Clearbit integration, you can now use revenue as a targeting condition for playbooks. Bots will be able to engage visitors based off of the revenue information found through Clearbit.
Push Original Conversations to Salesforce, HubSpot, and Marketo
When mapping attributes to sync into Salesforce, HubSpot, or Marketo, users can now include the pages the original and the most recent conversation started on.
Look at a screenshot of this here!
In the Marketing Email reporting section, click the People Tab to see why contacts may have stopped receiving emails in your marketing campaign. Some examples include, Unenrolled (Manually), Unenrolled (Exited Segment), Unenrolled (Sales Engaged Contact), as well as unsubscribes and bounces.
See what it looks like here!
Freemium users now have a dashboard that shows the Drift Overview graph if they have conversations. It also comes with help banners and a beautiful checklist to help get started.
Take a look at an overview of the feature here!
Create New Contact in CRM
In Drift's CRM, users can now manually enter contacts! From the contact page, simply click the the drop down menu on the top right of the screen and select "Create New Contact." The fields will make sure to verify email and contact info as the contact is saved.
See how it works here!
The scheduling bot flow and associated widgets are now localized. This allows international customers to book meetings without having their visitors switch to english mid conversation.
You can check out how it looks here!
New Settings Format
Team Settings and My Settings are now displayed separately as drop down menus, instead of being grouped together in one list. Users can also find the Help Docs on this page.
See what is looks like here!
Chat Condition for Email Campaigns
Users can now set up chat playbooks that will display when recipients of email campaigns follow links back to the site. When creating a chat playbook, under Targeting, select Display and use the drop down menu to find the name of the email campaign you wish to target.
Check out how it works here!
Send Test Email Drafts
While writing a new sales or marketing email, users can make changes and send a test email to themselves before saving the changes.
See an example here!
Don't forget to follow us on Twitter @DriftCares to hear status updates and fixes!