Playbook: Have Sales Conversations On Your Pricing Page

Updated 3 weeks ago by Sara Pion

Have Sales Conversations On Your Pricing Page

When a lead comes to your pricing page, the best time to reach out to them is when they’re most interested in buying.

We think having a customized greeting to engage them in a sales conversation will allow you to close more deals and qualify more leads!

That’s why we created the Have More Sales Conversations on Your Pricing Page Playbook! Being able to reach out to your leads while they’re on this page is like approaching a customer in your store who is looking at your product. With more human interaction, they’re more likely to buy!

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 on 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!

Goals:

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 sales team members 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.

Pro-Tips for Goals: You can add/remove actions by clicking “Add Action” or clicking the X on the right hand side of the screen.

  • You can have the conversation route to a member of your team

  • You can send an automated message after your site visitors reply to the message, or

  • You can auto-close the message if the conversation had with the site visitor has qualified them as a bad lead.

Example: You can see here that this goal is set for a site visitor who is a Qualified lead, the conversation will route to Dimitri, and the site visitor receives a message that says “A member of our sales team will be right with you!”

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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Targeting

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 it and turn it on!

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