Playbooks™ Reporting

by Sara Pion

You may have noticed a feature in your account called Playbooks™! Playbooks™ are prepackaged campaigns you can launch on the Drift messaging platform, and with this comes some new Dashboard reporting. 

When you scroll down to your Playbooks™ reporting in your Dashboard, you will notice separate numbers, calculating the amount of engagement that Playbook received, as well as the amount of interaction that came from the Playbook™.

By clicking on the metrics provided, the graph will change to display those numbers! 

On the bottom of the graph, you will notice that we also keep track of Leads Captured and Percent Conversion Rate. 

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If you want to change the date range shown on this reporting, you can always do so at the top of the Dashboard

If you are looking to export the data collected from your Bot flow, you can do so in your reporting! 

You can also filter your reporting based on the goals that your audience reached within the playbook: 

When you are in your reporting view, click on "People". This will bring you to a page of all the people, anonymous or not, that have seen your Playbook. 

To filter through these people, you can click the dropdown menu, and sort through the people who have reached specific goals of your Playbook: 

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