Once you’ve set up your Drift account, installed the code on your website and your sales team is on Drift, you’ll want to create Playbooks for your website. Playbooks are automated workflows in Drift you set up to achieve a specific goal. For instance, this is where you set up chatbots to qualify and book meetings with your sales team on your website.
When you are first getting started with Drift, here’s two Playbooks we highly suggest you start with in your first month.
1) Create a chatbot for your pricing or product page
People viewing your pricing page indicates high buying intent, right? But most pricing pages rely on buttons or forms for visitors to get in touch with you to ask a question and get an answer later. Why make your highest intent leads wait to get answers when you can give them an answer now?
With one Playbook, you can set up a chatbot that asks people on your pricing page what they are looking for and direct them to helpful content. Can you imagine your best sales rep, working tirelessly 24/7 on your website being extremely helpful and providing quick answers to potential customers? That’s what this Playbook will do.
If you don’t have a pricing page, we recommend you run a similar Playbook on a product page.
2) Replace Your Request A Demo Landing Page With A Bot
This is one of the easiest ways to get more demos for your sales team, and it will only take you about 5 minutes to set up.
There’s two steps to setting this up. If you haven’t helped your sales team connect their calendars to Drift yet, you’ll need to do this first.
Second, you’ll need to build the Playbook with a chatbot that’ll pop up on your website when someone clicks a “Request a Demo” button.
You can use the same Playbook in multiple places, you’ll just need to take the #DriftLink from that Playbook and replace that “Request a Demo” button URL with this new link.
For instance, if your request a demo landing page is currently www.applinks.com/demo you’ll create a Playbook and the #DriftLink would look like this: www.applinks.com/#demo.
Of course, when you build this playbook you’ll set up the bot to ask the qualifying questions that are most important to your business. We highly suggest setting it up to ask two to three questions. Upon being marked qualified, the bot will automatically present the correct sales rep’s calendar to the person on your website so the meeting gets booked right away.
Once you have those two things set up, your sales team will start getting their calendars filled up with meetings.
One of Drift’s customers, SalesRabbit, tried this Playbook. They replaced their landing page with a chatbot and increased their demos by 40%.
If you’re seeing good results with those two playbooks, or want to try something more advanced, we’d recommend you setup Drift ABM (available in Company and Enterprise plans).
Drift ABM lets you welcome your VIPs to your website in style. It’s like rolling out the red carpet for them.
To set up Drift ABM, you’ll import your target accounts from Salesforce, or a CSV. You’ll craft a welcome message and use Clearbit’s enriched data to provide custom welcome messaging to your dream buyers.
From then on, when your target accounts visit your website, they’ll get a personalized welcome message from their account owner and the option of skipping forms and having a conversation or meeting instead.