Installing Drift is an important step towards seeing the full benefit of the Drift revenue acceleration platform. Once you’ve implemented the code snippet, you’re one step closer to launching Drift. In this doc we'll cover:
- Installing Drift on a Paid Plan
- Customizing Your Bot
- Free Plan
- Locating the Code Snippet Within Drift
Your Drift account has a unique code snippet that’s connected with your organization’s inbox. Below are the necessary steps to installing Drift based on if you are on a paid or free plan.
Paid Plan
Step 1: Within your onboarding process, you’ll be prompted to install the Drift code snippet onto your website. There are several options to set this up!
You can do any of the following:
- Send the code snippet to a team member, you can do this by clicking the button labelled “Send a teammate instructions”
- Use a plugin, currently available options are Google Tag Manager, WordPress or Drupal
- Install the code snippet yourself, you can do this clicking the button labelled “Add Javascript code yourself”, where you’ll be prompted to copy the code snippet and then paste it to the <head> section of each page on your website
Note:
Please make sure that the widget is only installed once on your site, otherwise you may run into issues with your widget behavior.
Step 2: Once the code snippet is installed, we’ll automatically verify that it was installed correctly. If something goes wrong, we’ll prompt you to install it again.
Step 3: Next you’ll be prompted to add the metrics that you want to improve with the Drift platform. This is a great time to think through how you want to leverage Drift and what goals you want to accomplish.
Step 4: Finally, you’ll be asked to indicate your high-intent pages on your website! By indicating these pages, we’ll be able to help you target high-intent pages when you start building your first bot playbook.
Step 5: Within this step, you’ll have the chance to set your team’s business hours. These hours are when your team will be online to chat with site visitors.
Once you’re in the Drift platform, click into Playbooks and follow the steps in our next section on building your playbooks.
Customizing your Bot
If you’re on a paid account, once you’ve completed onboarding, you’ll be taken directly to App Setting to customize your bot. You can set the avatar to match your brand or use the default Driftbot design. If later on in your Drift experience you want to customize your bot again, follow the steps below.
To change avatar:
- Go to Settings
- Under settings locate App Settings in the side navigation
- Click Bot
- Select the button labelled “Customize your bot”
Free Plan
Step 1: Within your onboarding process, you’ll be prompted to install the Drift code snippet onto your website. There are a few decisions you’ll have to make!
Firstly, you’ll need to decide if you want to use Javascript or Wordpress to install Drift. Once you've decided, you can do either of the following options:
Install the code snippet yourself, you can do this by clicking the button labelled “Add Javascript code yourself”. You’ll be prompted to copy the code snippet and then paste it to the <head> section of each page on your website.
You can also ask a teammate to install, if you don’t feel comfortable adding the code yourself, you can simply send the code snippet to someone on your team by clicking the button labelled “Email a teammate for help”.
Step 2: Once the code is installed, the next step is to verify that it was installed correctly. If it’s properly installed, you’ll be directed to the dashboard and can begin exploring the Drift platform.
Once you’re in the Drift platform, click into Playbooks and follow the steps in our next section.
Locating the Code Snippet within the Drift Platform
If after this onboarding phase you’re looking to access the code snippet again, follow the steps below!
- Go to Settings
- Under settings locate App Settings in the side navigation
- Click Drift Widget
- Scroll to Install
- Click JavaScript
- Copy the code snippet
- Paste the code after the </head> section of your website
For further support follow along with this Drift Insider Training Video during installation. If you can’t find it, here’s a link to the correct page in your Drift account.
All finished setting up? Great! Now let's move on to Step 3: Introduction to Playbooks
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