Drift Videos

Updated 4 days ago by Bailey Best

Below is an organized list of Drift videos! Everywhere from product releases to full webinars, this document provides an easy way to watch and listen to Drift tutorials and feature descriptions. 

Please note that, because we are always striving to improve Drift, the app may look different in some videos

Account Setup / Settings

Install Drift on Website

Install Drift on Web App

Where is my Chat Icon?

Drift Profile URL

Drift for iOS

Team Availability

Meeting Settings

Biggest Mistake with Drift


Feature Description / Usage

Schedule Meetings on Profile 

Revenue Reporting

Bots/Playbooks

           - How to create a chat playbook     

           -Playbook priorities

           -Run a promotion with a Full Screen Takeover setup

           -Building a Blog Subscription Playbook 

           -Build a smarter Blog Subscription Playbook

           -Bot that only accepts button responses 

           -Personalize playbook messaging with tokens

           -Exit Intent Popup

           -Phone number capture questions

           -Optional email question for playbooks

           -When to jump in for the bot

           -Saves Replies

Conversations

           -Send chat transcripts automatically using Zapier

Lead Routing Rules

           -Setting up Lead Round Robin in Salesforce

           -HubSpot CRM Lead Routing Rules

Live View

           -Trigger any chat playbook with DriftLink

           -Prevent DriftLink from refreshing the page 

Segments

           -Top Dynamic Segments for sales

Attributes (Saving and Mapping)

ABM (Account Based Marketing)

Email for Marketing

Sales Sequences

           -Test an Email Sequence in one click

Drift for Sales

Bot Conversation to Marketing Sequence 

UTM Trigger for Chat



Developer Platform

What?

Why?



Integrations 

Why care about Integrations?

Slack Integration 

Vidyard Integration

Salesforce Integration

Knowledge Base Integration ( HelpScout, Helpjuice, Zendesk and Helpdocs)

Wordpress Integration

Hubspot Integration

Segment Integration

Zapier Integration

Shopify Integration 

Fullstory Integration

We do not have videos for our integration with Drip, Sendgrid, and Google Analytics. Below are links to their helpdocs.

Drip

Sendgrid

Google Analytics



Webinars

November 2017 ABM Webinar 

October 2017 Email Webinar 

June 2017 Bots 2.0 Webinar 

May 2017 Bot Webinar



Fun!

The Family 

Left Shark

Holidays

Misc.

Thank You!!


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