Playbook™: Drive Traffic via a Targeted Message

by Sara Pion

When driving traffic to a specific page on your site, being able to setup targeted automatic messages to visitors with a CTA can drive engagement and views to that specific page!

That's why we've created the "Drive Traffic via a Targeted Message Playbook™", to make it easy for you to direct your site visitors to the page of your choice. 

This Playbook comes in the form of a Slider, or a message that comes from the widget on the bottom right of your screen and prompts users with a message and a CTA!

This playbook is like a pre-packaged campaign template for your team to use to nurture repeat visitors and qualify leads and ultimately, close those deals!

This Playbook™ is available for all paid plans! 

Where Can I Find Playbooks™?

In your Drift Dashboard, you will notice a new section entitled Playbooks™. It’s also now in your left hand sidebar!

Set Up Your Playbook™

Let’s take this step-by-step:

The first thing you’re going to want to set up when you create your Playbook™ is the message that is shown to your users.

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You'll be able to preview your campaign before you send it to make sure it looks just right. 


Goals are used to qualify or disqualify people who interact with this campaign! That way your team can focus only on the best leads.

You can have your routing rules kick in at the end of a conversation, have the the conversation route to one person on your team, or have the conversation go unrouted.

Routing Rule Tips:

  • You should have your routing rules kick in if you have multiple members of your sales team in your Drift account.

  • If it is just you and one other person on your team and you are receiving notifications for all conversations, you can have the conversation not route to anyone and still be notified!

  • If it’s just you using your Drift account, or you’re in charge of answering questions on a certain topic, you should have the the conversation route to just one person.

The Lead Stages assigned to users who reach a goal are defined by tags. You can have them set to anything you like! From “Qualified Lead” to “Bad Lead” to “Wants a demo”! You will be able to see these Lead Stages as a tag on a customer's profile, we assign those automatically. 

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Under Targeting you’ll see is Audience - Everyone. Here you can set your preference of which users will see your playbook. You can choose from “All Visitors," “Known Visitors Only,” “Anonymous Visitors Only,” or you can choose a custom segment of users in your contacts.

Your third option, "Exclusion," can be used to exclude a certain segment or segments from seeing this playbook. This option is perfect for making sure your message gets to exactly the right people.

Lastly, you can choose any of your existing Display When targeting conditions, you can create a new condition, or you have have your playbook be displayed “Always”. 

Click on the Pencil on the right of the text box to edit your targeting conditions! 

You can also edit your targeting conditions, add to them, or add a new condition set to the Playbook: 

Advanced Targeting: 

Set your Playbooks frequency to have your Playbook deliver to your audience once, on every session, or on every page load! 

Enable your Playbook

Once you’re ready for your Playbook™ to go live, you can save your changes and turn it on!

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