The Free Guide To Using Drift

Updated 4 weeks ago by Matt Bilotti

Getting The Most Out Of Drift

Convert more leads, delight customers, and grow your business.

We wrote a free 4,000 word guide to using Drift, whether you’re a brand new user or just kicking the tires before creating an account.

You can read the full-guide right here (and there’s link to each individual section of the guide below if you want to skip around).

The Basics

Your brand is the most important thing you have as a business — and it shouldn’t feel any different when you start using Drift. This section will cover everything you need to make sure Drift matches your brand so you can make a great first impression.

Live Chat: Everything You Need To Know

From routing, to setting an away message, and keeping conversations going after someone has left your website, this section will cover everything you need to know about live chat with Drift.

Connecting Drift With The Tools You’re Already Using

You shouldn’t have to change the way you work when you start using Drift. That’s why we connect to the tools that you’re already using today. We’ll run through all of our current integrations in this section.

Contacts And Segments

Even though Drift can easily connect to the tools you’re already using, you will also want to see your contacts inside of Drift, too. In this section, we’ll cover our CRM — aka where your contacts live inside of Drift — and what you can do with them.

Sending Targeted Messages

Live chat is great, but sometimes you need to be proactive. With Drift, you can always get the right message to the right person at the right time — and that’s what we’ll talk about in this section on sending targeted messages. We’ll also cover the different types of messages you can send, from takeover Playbooks to email capture.

Is The Way We’ve Been Doing Marketing And Sales Broken?

To wrap things up, we’ll take a quick look at the state of marketing and sales, what’s in store for the future, and what it means for your business.

Not using Drift yet? Get your free account here.

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