The visual builder is a great tool to help you map out and plan the logical flow of your Playbook, but we know that it's important to test your Playbooks before you deploy them on your site!
Two features within Drift lend themselves perfectly to testing Bot Playbooks - DriftLinks and Conversational Landing Pages (CLPs).
This document will cover
- Getting Started: Building something to Test
- Testing with DriftLinks
- Testing with Conversational Landing Pages
At a glance, use
- DriftLinks if you want to see how your Playbook will look within the context of your website
- Conversational Landing Pages (CLPs) if you want to focus on the flow of your Playbook
Plan availability:Bot Playbooks, DriftLinks, and Landing Pages are available on the Pro plan and above.
Notes on Testing with These Methods
Currently, Drift does not have a true sandbox environment for testing your bot Playbooks. This means that your tests are currently tied to your Playbook sends, metrics, and your live Drift instance.
Please make sure that you follow these instructions closely to avoid rolling out Playbooks to your customers before they're ready!
Our team is working on bringing better testing environments to Drift. If you have any concerns, please chat in to us and let us know!
You have to build a Playbook before you can test one!
- Log into Drift and navigate to your Playbooks tab within the app
- Click the green "Create new Playbook" button on the top right corner
- Choose a Playbook type and hit the blue "Create my Playbook" button after naming your Playbook.
- Customize the Playbook's messages, questions, CTAs, etc..
Need some inspiration? Check out some live examples from our customers!
If you're looking for our exhaustive guide to building bot Playbooks, click here!
If you are on a Pro Plan or above, we also pre-populate six awesome Playbook templates for you so you can get up-and-running as quickly as possible!
Testing with DriftLinks
DriftLinks can be thought of as unique IDs for a Playbook preceded by a hashtag. When you append these to the end of a URL on your site domain, they trigger your widget to open a conversation from that specific Playbook.
DriftLinks are great for
- visualizing how the widget will open the conversation sidebar after a visitor actively clicks and engages with a bot greeting and question
- checking whether the chat is blocking any important content on your website
- essentially getting the "true" end user experience
OK, but how does this really work?
The DriftLink tab
Once you've built your Playbook, click on DriftLink along the top navigation bar. Make sure to check the box next to"Only fire when #DriftLink is present" toggle first, to ensure your Playbook does not show up on your website to everyone! Choose a unique DriftLink to use for this Playbook.
Using a DriftLink will override any and all targeting conditions you've set up within the "Audience" tab.
Enable Your Playbook and Take it for a Spin!
Enable your Playbook by clicking Publish Changes, then navigate to the Off button and click Turn Playbook on.
Then, open an incognito/private browser window, and navigate to the site you installed Drift on.
Once on your domain, simply add your DriftLink to the end of the URL. For example, www.drift.com/#test.
Testing with Conversational Landing Pages
Like DriftLinks, Conversational Landing Pages (CLPs) have specific URL triggers which are simple to fire and safe for testing when you're not ready to go live yet.
CLPs are focused landing pages that are meant to drive conversations with Leads who are interested in completing a single Call To Action, whether that be a webinar sign up, event registration, demo request, or content download. Because of this simple and focused format, Conversational Landing Pages are also ideal for testing.
Specifically, CLPs are great for
- testing without installing any code!
- stripping down the bot to just the messaging
- letting yourself focus on surfacing typos, awkward transitions between messages, and logical flow of the conversation itself
- not just testing! As stated before, a lot of customers use CLPs as actual branded landing pages for certain events and campaigns targeted at a specific customer base, where they really want a full-screen takeover to engage their leads.
OK, but how does this look?
Click Turn on to enable the landing page from any existing Bot Playbook you have.
If you see a "Test" tab instead of "Landing Page", your Playbook was created after we made Landing Pages their own Playbook type. The "Test" tab works in the same way!
For a more exhaustive doc on Conversational Landing Pages using the features and customization listed in the image below, check out this article!