Playbook™: Run a Promotion with a Full Screen Takeover

Updated 3 days ago ​by Sara Pion

When trying to close more business in a short amount of time, running an effective promotion for a specific amount of time can drive more sales. 

We know its hard to catch the attention of your site visitors, but showing an announcement on the full screen of your website is a good place to start!  👍🏼

That’s why we created the Run a Promotion with a Full Screen Takeover Playbook™! Being able to grab the attention of your leads the minute they reach a certain page on your site will create more "spur of the moment" purchases . 

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 Starter plans and above!

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!

When you create a new Playbook™, you’re going to want to choose which playbook you’re going to make!

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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! We always pre-fill the fields to give you an example of a message you can send to your customers, but you can always personalize the message to tailor to your company! 

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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You can choose the Audience your message will display to, which can be any of the segments you’ve created in your contacts, or you can have the message display to “everyone”.

This message can also be targeted using our Display When targeting conditions!

Enable your Playbook™

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

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