Which Playbook Should I Use?

by Sara Pion

What to do with Playbooks

Now that our interface is becoming more Playbooks friendly, there might be somethings you can do with our Playbooks that you did not know you could do! Or there might be somethings you previously did with Campaigns that you are looking to accomplish with Playbooks. 

This doc should help you figure out which Playbook best fits your targeted messaging needs!

Pictured below is our Playbooks Marketplace, which you can find here in your Drift app!

Playbooks without Bots : 



Have Sales Conversations On Your Pricing Page

This Playbook is great to use if you want to engage your visitors in a conversation directly from your defined message.

Kind of like a Welcome Message but this Playbook can be placed anywhere on your site to engage your visitors from a specific page!

This Playbook can send an automated message when your site visitors reach a certain goal, which can be a good tool for setting expectations on response time, demo requests, etc!

Drive Traffic via a Targeted Message

This Playbook is super useful when you are trying to direct your site visitors to a specific page on your site!

It takes the form of a slider message, which comes directly from the Chat widget and can be targeted to specific users for onboarding tips or for sales promotions and everything in between!

Run a Promotion with a Full Screen Takeover

This Playbook is great for grabbing your site visitors attention!

You’ve probably seen something like this on all different kinds of sites and using CTA buttons can help direct traffic to your pricing page or page that shows the product/service you are promoting.

Build a Blog Subscriber List

This Playbook is great for capturing emails from your site visitors!

If you’re looking to add more emails to your CRM that you know have been on your site and have shown interest in your product or service, this is a great way to gather those emails! This way you have a list of users you can now target with other playbooks or marketing campaigns!

Playbooks with Bots



Have More Qualified Conversations via LeadBot

This playbook is available on Team Plans and above!

Using the LeadBot, your team can ask any kinds of qualifying questions you'd like to your site visitors!

Using routing rules, you can make sure the right people are added to the right conversations, so your sales team can handle inquiries and close deals, while your support team can make sure they're helping out your customers!

Book a Qualified Meeting Via Leadbot

This Playbook is available on Company Plans only.

We think that the largest value you can bring to your company is allowing your sales teams to be able to have quality leads dropped into their laps, rather than trying to find the metaphoric needle in a haystack.

This playbook has be ability to qualify leads and schedule meetings with no human interruption!

Email Playbooks 



Send An Automated Email

This playbook is available on Team plans and above

Nurturing your leads through email is still important for sales and marketing teams, so being able to send out automated emails based on who your leads are and what they've done on your site can drive sales and upgrades. 

This Playbook can also help with onboarding, sending out newsletters, and much more! 

Send A One-Time Email

This playbook is available on Team plans and above.

By sending a one-time email, you can communicate a promotion, sale, product update or change you can make sure that your customers and leads are up-to-date on new changes that might affect them!

Outbound Playbooks 

Greet Outbound Prospects You EmailedThe Chrome Extension is free to use by anyone. However, if you'd like to fully customize the Playbook, you must be on the Team plan or above. 

Sending an email to prospects in something outbound reps do all the time. But getting to talk with those prospects in a personalized way is not something that can be done with conventional outbound prospecting. Until now! If you add a link to your email and send your email with the Drift Chrome extension, your prospects will be greeted with a personalized message, just for them! 
Personalize your Playbooks to Greet ProspectsThis Playbook requires an Company Plan with Clearbit add on.

If you've spent any time as an outbound sales rep, you know that prospecting accounts can be really tricky, and really rewarding when you finally close a deal.  Just tracking clicks to your emails can be frustrating when all you want to do is reach out to them and chat, ask if they have any questions and let them know you are there to answer. 

With this Playbook, when a prospect lands on your marketing site, the Account Owner will immediately be notified, and a personalized message will be sent to the prospect from the Account Owner.

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