We're guessing you want to book demos. Lots of them.
And we want to help you succeed! There are many ways to do this in Drift - we try to provide as many avenues to your leads, prospects, and customers as possible for booking meetings with Drift. Here's the full list:
- Directly from your Drift profile
- Within a Chat Playbook calendar drop
- Via an Email Signature Playbook
- Dropping Calendar right into a conversation
- Bot skills: Team Availability and Abandoned Scheduling
- Sharing a direct scheduling link.
- Through our API (documentation)
In this article: we will go over the essential setup in just a few steps!
Set up your Calendar
Follow the guide here.
Drift integrates with your personal calendar, with support for Google and Outlook. The integration will automatically check your busy time slots and make sure that meetings never get double-booked for you.
When you've successfully connected your Calendar, the connected email should appear in My Calendar Settings like the following:
Before moving on, make sure that you're happy with your Meeting Types. You can create different types of meeting with varying locations, durations and you can also make Group Meetings now too!
As a reminder, meeting types that aren't your default type need to be manually linked/dropped in conversations.
Create your Drift Profile
If your sales reps are booking meetings, we recommend setting up Drift profiles. Check out this doc on editing your profile and don't forget to include these important things highlighted below ⬇️
Using the Meetings Dashboard
Once you've connected your calendar, the Meetings Dashboard is your home for all things meetings! From here, you can easily copy and share your personal meeting link, set a weekly meetings goal, and see which of your teammates are booking the most meetings (we love friendly competition).
In the left-most box, you'll see your scheduled meetings for the day, or a link to your personal meeting type to share with prospects. Clicking the ellipsis will allow you to teleport right to your connected calendar, manage your meeting types, or learn more about how to leverage meetings with Drift!
The middle section is where you can set and track your progress against your weekly meeting goal!
And on the right, you'll see your team's meeting leaderboard (we love friendly competition).