Playbook Reporting

You may have noticed a feature in your account called Playbooks! Playbooks™ are prepackaged campaigns you can launch on the Drift messaging platform, and with this comes some new Dashboard reporting. 

When you scroll down to your Drift Overview reporting in your Dashboard, you will notice separate numbers, calculating the amount of conversations that Drift has generated, as well as the amount of new leads that have been created in Drift and finally the amount of conversation qualified leads that came from Drift.

By clicking on the metrics provided, the graph will change to display those numbers! 

If you want to change the date range shown on this reporting, you can always do so at the top of the Dashboard.

If you are looking to export the data displayed on this dashboard, you can do so right from the dashboard! 

More in-depth reporting for your chat Playbooks can now be found in the Reports tab! By default you will be brought to the "Chat Playbooks" section.

Once you are on that page, you will be a shown a list of all your chat playbooks and you can click into each one for individual reports!

The Performance tab will show you a breakdown of four metrics:

Sent, Conversations, Emails captured, and Meetings.

• Sent: The amount of users who were delivered the Playbook because they fell into your Audience and Display Condition
• Conversations: Will apply to any playbook where there is the possibility to start a conversation
• Emails Captured: Will measure the amount of users who have given their email address after starting a conversation.
• Meeting: Will apply to any playbook where there is a Book a Meeting option.

Here you can change the date range and export a CSV of this report using the buttons at the top of this page.

The People tab will bring you to a list of people, anonymous or not, who have interacted with the particular playbook!

On this page you'll see their name if available, their role/company if available, when the playbook was sent, whether they had a conversation, had an email captured, or booked a meeting! There is also a link to the conversation that each person had with this playbook. Here you can also set the date range and export a CSV of this report using the buttons at the top of the page.

The Conversations tab will show you conversations that people have had with a specific playbook and you can even view the conversation from the reporting screen just by clicking on a specific user along  with a button that will open the conversation in the live chat view!

You can also change the date range and export a CSV of this report using the buttons at the top of the screen

The Conversation flow tab will show you a breakdown of the flow of your bot so you can view which paths site visitors are going down and where they are dropping off.

With this, you can fully optimize your playbooks!

If you have conversations ratings enabled for any of your bot playbooks, then you will find data on those ratings in the Conversations ratings tab!