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15 articles
Now that we have this fun and exciting metric, the CQL, that you can measure in the app, knowing how to add it to a bot flow is important so that you can automatically qualify how hot each leads are!…
Updated 2 months ago by Sara Pion
Add attribute to contacts automatically through the LeadBot.
Updated 3 weeks ago by Conley Ernst
New to Drift or just trying to add some new contacts? We makes it easy to transfer your data over! Simply upload your CSV file into your contacts. Here’s how to do it... Select Upload Contact Clic…
Updated 2 months ago by Conley Ernst
The Drift chat widget can display up to three faces! We do this to help your visitors know who they're most likely to talk to. The goal is to set the best possible expectations for your visitors and…
Updated 2 months ago by Matt Bilotti
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 your company. Especially in sales teams, different sales rep...
Updated 3 weeks ago by Matt Bilotti
You asked, we listened! Using Drift's Advanced Chat Widget settings, you can now turn the ability for your users to send attachments through chat on or off. You can also remove the flashing browser...
Track which page your customers are on while in the conversation view!
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 truth (Salesforce), so that your reps can focus on talking to th...
Updated 1 week ago by Sara Pion
How to format text in conversations and in campaigns
Updated 2 months ago by Dan Graap
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 Drift sidebar and choose "Contacts" The icon on the top righ...
Now you can have your Drift Bot start to respond to chats when you are away ! This setting allows your Drift Bot to jump in and prompt the end user to leave a message or schedule a time with the pe...
Updated 3 weeks ago by Jacob Shobin
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 important is that everyone who matters is in the loop, which is why w…
Playbooks are super powerful tools that can help you reach out to the right leads, at the right time. However, sometimes leads can slip through the cracks and dont end up interacting your message. O…
(Check out our HelpVid on the same topic) When setting up your Drift account, there are a few things you need to make sure of before the chat icon show up on your site. Here is a checklist of things…
Contacts can easily be deleted directly from the Contact section of Drift. Simply select the contact(s) that you would like to delete and the option to delete them will appear in the top right corner.
