Drift Onboarding Checklist

by Sara Pion

When you're getting started with Drift, there are a few actions to take to ensure you're going to be as successful as possible with your new Drift account! 

Here is our Ultimate Guide to Drift Onboarding Checklist, created by our Customer Success Team!

Some of these actions might not be available on all Plans. You can check here to see which features are available on your plan!

Task

Help Doc Link

In App Link

In App Settings    

Install Drift on your site!

Help Doc

In App

Customize your Widget  

Help Doc

In App

Create your Welcome Message                          

Help Doc

In App

Create your Offline

Message                                            

Help Doc

In App

Set your Hours of
Availability                       

Help Doc

In App

Setup Display Targeting for your Widget                    

Help Doc

In App

Integrations     

Slack

Help Doc

In App

HubSpot

Help Doc

In App

Salesforce

Help Doc

In App

Knowledgebase

Help Doc

In App

Segment

Help Doc

In App

Drip

Help Doc

In App

SendGrid

Help Doc

In App

Zapier

Help Doc

In App

Other

Help Doc

In App

Invite Team

Invite your Team

Help Doc

In App

Admin and User Roles

Help Doc

In App

Conversation Access

Help Doc

In App

Set up Individual Accounts

Account

Help Doc

In App

Drift Profile

Help Doc

In App

Integrate Google Calendar

Help Doc

In App

Integrate Outlook 365 Calendar

Help Doc

In App

Meeting Settings

Help Doc

In App

Notifications

Help Doc

In App

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