Importing contacts into Drift and creating contact segments helps you create more personalized buying experiences with Drift.
By importing contacts and creating segments, you can greet a site visitor by name or retarget a segment of contacts who’ve taken a specific action, like engaging with a playbook but not booking a meeting.
This will also allow you to enroll a contact segment in an email sequence or hide Drift from a segment of contacts.
In this article, we'll go over:
There are a few ways to import contacts in Drift. You can upload contacts from a CSV, a Marketo list, or a Pardot list.
Importing from Marketo or a Pardot list will be dynamic, meaning as you update the list in Marketo or Pardot, Drift’s list will update as well. On the other hand, uploading a list of contacts via a CSV will be static.
You can access Import Contacts by clicking Visitors > Import Contacts.
Creating Contact Segments
Drift segments allow you to filter contacts based on attributes and events, so you can provide the best buying experience for your prospects.
Read this help document to learn more about:
- The difference between dynamic and static segments
- Creating a segment from your contacts
- Adding a segment to a playbook audience
With contact segments, you can filter by dynamic, static, Marketo, Pardot, or Hubspot lists. A dynamic segment is one that updates over time. A static segment is a contact list that has been uploaded via CSV, which does not update over time.
After uploading your contacts, you can create a contact segment by going to the Contacts page in Drift and clicking Create filter.
You can then select filters to further segment contacts based on attributes or events that have taken place in a Drift playbook.
Importing accounts is what allows you to roll out the red carpet for your site visitors. You can import accounts to target potential buyers in playbooks (more on that in stage 2), and let your sales reps know who is on your site through notifications and in their activity feed (Drift Prospector). Account-based marketing (ABM) is available on Premium and Enterprise accounts.
To add accounts to Drift, you’ll need to upload the following properties:
- Name (company name, e.g. Drift)
- Domain (company domain, e.g. drift.com)
- Account owner’s email (Drift user, e.g. firstname.lastname@example.org)
You can sync target accounts from Salesforce or import them via a CSV.
You can learn more about importing accounts in the below help documents:
Account segments allow you to organize your accounts into groups based on attributes on the account level.
Account segments can be found by going to Visitors > Accounts > Account Segments. You can learn more about how to create ABM playbooks and segment your Drift accounts here.