When to Use Campaigns

Updated a month ago ​by Matt Bilotti

With Drift's targeted in-app messages, also known as campaigns, you can easily get the right message to the right person at exactly the right time.

In Drift, these targeted types of messages are found under the campaigns section of the dashboard, and you can choose from an announcement, email capture, or survey:

There are three types of campaigns you can send using Drift:

  • Announcements
  • Email Capture (used mostly for websites and blogs)
  • NPS surveys (for customer feedback)

And for each announcement, you can choose from a slider, takeovers, or email (but of course email can't be used for an in-app message):

Slider Campaigns: 

Emails are pretty self explanatory, but let’s quickly show you the other two. Here’s an example of a slider message:

Sliders are useful to have on specific pages of your website. For example, on our blog you will see our Director of Marketing Dave pop up and ask for your email. This campaign is used in the place of an email capture form and is associated with our marketing team. 

You will see another slider campaign on our pricing page, where you will see Kevin Karner who is a member of the Customer Growth team here at Drift. 

Slider campaigns are typically used in order to drive action from the customer, usually in the form of customer interaction with the chat widget. 

Takeover Campaigns: 

Takeover campaigns work just like sliders, except well - they take over the whole page.

These can be great for big announcements you don’t want people to miss, like a product update or limited time offer (sliders are a little more conversational).

Here’s a look at editing a takeover message in Drift to give you an example:

Both sliders and takeovers have a call to action (CTA) button like this:

And when you’re creating sliders and takeovers, you can have the CTA start a new conversation (if you want someone to chat with you right there) -- or you can add a link to a URL:

NPS Surveys:

And last but not least, you can survey people with Drift, too.

We use Net Promoter Score, which asks “How likely are you to recommend [Product Name] to a friend?” on a scale of 0-10.

NPS surveys appear just like slider messages from the bottom corner of your website or product, and you can fully customize the 0-10 question and the follow up question for each survey.

NPS Surveys are the best way to measure how satisfied your customers are with your product or service. You can use NPS Surveys to gain valuable feedback on new product features, or to find out how your team interacts with your customers. For more tips on how to get the best out of your NPS Survey, check this blog post out. 

Here’s an example from the preview screen to give you a sense of the different steps of the NPS survey:


Now that we talked briefly about message types, let’s run through the different ways you can target messages using Drift.

After you’ve typed up your message, you will be able to select the the segment of people you want to show your message to and where you want your message to be displayed:

When it comes to selecting a segment, you have a few options of what you can choose here -- from everyone, to just website visitors or people that are inside of your product, to people in any of those static and dynamic segments you created.

The next option is to pick where you want this message to show (the dropdown under “Display When” in the screenshot above):

And in addition to URL targeting, you can target and trigger messages based on how long someone has spent on a particular page, scroll percentage, query parameters, referrer, and more.

PS. You can learn more about using Drift in this free guide that covers, well, everything you need to know about using Drift :)

Need a Drift account? Create one here.

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