Drift Signatures

Drift Support

July 16, 2021 17:52
Updated

Your entire team is now on the marketing team. With just a few clicks.

Has your company ever struggled with keeping the team's communication on-brand? Well look no further! Drift Signatures allows Drift admin to push content straight to your employees' Gmail accounts. This allows for complete control over employee email signatures and ensures 100% adoption.

Plan availability:

Email Signatures are available on all Drift plans.

Getting Started

First off, click into Playbooks > Signature Playbooks > Create signature playbook. This will bring you directly to the Signature Playbook editor.

If you already had a Drift Signature created prior to this, Drift will recognize that and you will be unable to create a new Signature playbook.

Once you create the Drift Signature, you can only have one of these playbooks at any given time. You can feel free to archive, edit, or delete the playbook as you choose. The editor of the Drift Signatures uses Jinja (a specific style of templating), and you will have the ability to put more creative features into your signature if you wish.

If you would like to explore more options with the Jinja templating, you can check out this doc.

There will be a template that you can use to create your signature, but there will also be options to add your own personalization tokens. All of the tokens will come from the sender, and the information will pull from your Drift profile, which can be edited here.

Original Text

{{ sender.name }}
{{ profile.jobTitle }}, {{ org.name }}
{% if profile.phoneNumber and profile.visibility == 'PUBLIC' %}
{% if profile.phoneNumber %}{{ profile.phoneNumber }}{% endif %} 
{% if calendar.connected %}Book a Meeting{% else %}Chat with Me{% endif %}

The preview of the template will look something like this:

You will also have the option to select whether or not you want an avatar in your signature, your company social media information, as well as a banner. There are 5 different options you can have for banners, as well as a "no banner" option.

We recommend using images that are 350x100px for your banners.

You can select either 5 different banners, or 4 banners and leave one as the "no banner" option--the total would be 5 altogether. Your "Company Social Media" will pull from your Company Information page under Team Settings> Users. Make sure you update the relevant information you want to have!

After selecting all of those options, this is a preview of what your signature would look like:

You will have the ability to preview the signature from different users in your org, and then you should be ready to turn on the playbook! The branding on the Drift Signatures respects the branding toggle in your Chat Widget settings. If you have the toggle off, then you will not have any Drift branding on your signatures. You can edit that here.

Reminder: your team must have the Drift Chrome extension (version 4.5.22 or later) installed to use this feature!

In Gmail

Be sure that you go to Gmail and click the gear icon on the top right hand corner and go to See all settings > General to select "No Signature" under your signatures section.

Settings_-_tmanley_drift_com_-_Drift_com__Inc__Mail.png

When you are drafting up an email in Gmail, you can scroll through the banners on the bottom right hand corner of the editor. The banner will always automatically default to the last one you've used.

Inbox__2__-_tmanley_drift_com_-_Drift_com__Inc__Mail.png

This to Note:

You cannot use the Drift Signatures outside of Gmail at this time
Sales sequences and Drift Signatures cannot be used together
To toggle on Signatures for replies, click the gear icon in your Chrome Extension and toggle on "Insert Signature into Replies"
Members of your team will not be able to customize their signatures on an individual basis--everything will apply across the board

Next Steps:

Upgrade your signatures with Jinja Templating

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