If you use Marketo, you may want to provide deeper attribution to where your leads are coming from. With the Bizible integration, you can do just that!
In this doc, we'll cover
What plan is this for?
The Bizible integration can be connected to any Drift account on a paid plan.
How is the integration enabled?
As an Admin, log into apps.bizible.com and head to Settings > Integrations > Misc Tracking and turn the Web Chat Integration toggle to Yes and click Save.
What does the integration do?
The integration allows Bizible to track when an end-user provides their email address in a Drift conversation. Touchpoints are created from those interactions with a Type of Web Chat.
Marketers can better understand the performance of their chat interactions, along with the channels/sub-channels/campaigns that drive people to interact with these conversations.
What if I track Drift via campaign sync rules?
If there are any campaign sync rules in place to create touchpoints for Drift chat interactions, you'll need to ensure you stop adding those particular end-users into the corresponding CRM Campaign. Otherwise, once the feature bit is enabled, we will create a CRM Campaign touchpoint and digital touchpoint for one Drift chat interaction.
What if I track Drift via CRM Campaigns?
If there are CRM campaigns in place to create touchpoints for Drift chat interactions, a Touchpoint End Date will need to be set on those specific campaigns (the Touchpoint End Date should be the date the Web Chat Integration feature bit is enabled).
What if I track Drift via Activities?
If there are activity rules in place to create touchpoints for Drift chat interactions, an additional piece of logic will need to be added to the rules. You'll need to add logic using the Task Created Date field to prevent duplication of touchpoints from being created (IE CrmTask.CreatedDate is Less Than the date in which the feature bit was enabled). See screenshot below for example.
If you're in search of further information, or have questions that haven't been answered, we suggest checking out the Bizible support documentation, which you'll find here.