Drift Prospector helps salespeople be more productive by engaging with the right people at the right time. Prospector automatically prioritizes target accounts, centralizes insights on behavior across the buying team, and gives them an opportunity to follow up all from a single interface.
Drift Prospector is available on every Drift Seat in our Premium and Enterprise plans.
To access Drift Prospector, you'll need use the Drift Desktop App, or use the new live chat. You can download the Drift Desktop App here. If you'd like to upgrade to the new live chat screen, look for the option to switch to the new view when you're in live chat at the top of the screen
Once logged in, navigate to Target Accounts to begin your journey with Drift Prospector.
On this page you'll see a stacked list of your most engaged accounts. From here, you'll see which Account has accessed your page, their most recent activity, their engagement score as well as what they are engaging with.
To recategorize this list, you can click the drop down at the top of the columns, or filter the content on screen by clicking the filter icon on the top right hand side.
To view more details about your Targeted Accounts Engagement Score, simply hover your mouse over the targeted accounts engagement score icons. For a deeper dive into what your account has been up to, you can click View All Activity to get a detailed history of that account.
From here, on the right hand side of the screen you can view the Account Details including high level information about the company, data that's syncing over from Salesforce, and an in depth look at the accounts engagement score.
How is the Engagement Score Calculated?
The Engagement updates every 30 minutes, and the score prioritizes the accounts for you based on the their level of interest in your company. It is measured on a scale of 1 to 5 by assigning weighted point values to any activities performed on your site. The score is calculated based on the followig activites in order of highest to lowest impact.
- Meetings Booked
- Conversations held
- Videos viewed (longer % viewed have a higher impact)
- High intent page visits
- Email clicks
- Email opens
Other factors we take into account include:
- Recency: Only activity from the last 2 weeks will impact score. For example, if an account showed activity > 2 weeks ago, they will be given a score of 0 flames. In addition, the score is significantly impacted by the recency of the activity that occurred
- Known vs unknown contacts: Conversations, video views, and site visits from known contacts count 2X more towards the score
While on this screen you can see what contact visited your page, their role in the organization, their location, # of activities and last active time on your site. This information can be used to give insight into who is potentially involved in buying decisions and helps you define the buying committee giving you multiple avenues to break into a specific account.
When scrolling down, you'll see the Recent Activity. In this feed you'll see the most recent activity for each of the contacts. To Filter the activity, click the filter icon to filter your activity by conversation, site visits, meetings booked, videos viewed, email clicks or email opens.
While viewing your Targeted Accounts activity, you can hover over each activity to access interaction shortcuts for your visitor.
From here you can engage them in a realtime conversation, view the visitors contact page, connect with them on linkedin, or enroll them into a sequence. (Or maybe a combination of all of those!)
If you'd like to see activity viewed across all accounts, you can click the Activity Feed in the left hand navigation menu.
Any questions? Email us at firstname.lastname@example.org.