How to Create Dynamic Segment from Lead Stages Assigned from a Playbook

Updated 2 months ago by Sara Pion

When you create a Playbook, there is a step in the creation process called "Goals". There you can create a tag that is associated with the users who reach the goal of your playbook, whether the goal is to click on your CTA, start a conversation, or become qualified by your LeadBot!

You can then create Dynamic Segments from the known users who have interacted with your Playbook! This can help you retarget users you know have interacted with past Playbooks in order to re-target and re-engage them with follow up messages. 

You can create this segment in your Drift account by following these instructions: 

  • Go to your contacts view in the Drift app and Add a Filter to your Known Contacts 
  • Add a Property to your Filter and in the search field, type in Lead Stage
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  • In the "Contains" field, you can type in the Lead Stage associated with a certain Playbook Goal to create your dynamic segment! 
  • When you click "Add Filter" you should be shown a list of all your contacts who are tagged with a certain Lead Stage. From there, dont forget to Save your Dynamic Segment and give it a good name, you wont forget!
  • From there, you have a new Dynamic Segment of users you can then Target for the audience of a new Playbook!

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