Product Definitions

In this section you'll find descriptions and info on all the pieces of Drift.

  • ABM Welcome Message
    The ABM Welcome Message allows you to create a personalized welcome message you can use to greet your targeted accounts. ...
  • Account Segments
    Account Segments allow you to organize your accounts into groups based on attributes on the account level. Account Segmen...
  • Account Settings
    The Account Settings page allows you to modify your Full name, email address, set your password, and delete your account....
  • All Accounts
    All Accounts houses all your accounts in Drift. You can access your accounts by going to Visitors > All Accounts On this ...
  • Automation Report
    The Automation Report allows you to view how your AI bots are performing. Here you can check metrics like how many emails...
  • Build a Bot from Scratch
    Build a bot from scratch allows you to build your bot from the ground up. If you select this option your playbook will on...
  • Build a Landing Page from Scratch
      Landing pages allow you to engage visitors while they’re live on your site. With a landing page, you can ask your site v...
  • Calls Report
    The Calls Report will show you how many calls have been made with the chat to call feature in the conversation view. Not ...
  • Chat Playbook Overview Report
    The Chat Playbook Overview Report provides a high level looks at how each of your playbooks are performing. You can also ...
  • Chat Playbooks
    Chat Playbooks are Playbooks which allow either the bot or your agents to engage in a chat with site visitors. You can ac...
  • Chat Report
    The Chat Report provides you an overview of how your conversations are performing in a given week. This report will show ...
  • Closed Won Report
    The Closed Won Report shows opportunities that are in the closed won stage in Salesforce (Closed won opportunities are a ...
  • Company Details
    The Company Details page allows you to store information about your company such as name, URL, and address. You can also ...
  • Contact Segments
    Contact Segments allow you to group your Drift contacts together and use those groups for playbook targeting. New segment...
  • Contacts
    All Contacts houses all of your contacts in Drift whether they were added by Drift or uploaded from a Salesforce or Marke...
  • Contacts Settings
      In Contacts Settings you can create and archive contact attributes as well as decide which attributes you would like to...
  • Conversation View
    The Conversation view is where live chat occurs.  This screen also contains your conversations in boxes, all conversation...
  • Conversational Content Landing Page
    Conversational Content Landing Pages allow you to serve the best content to the right people at the right time by embeddi...
  • Data Privacy
    The Data Privacy screen allows you to select your privacy settings, consent forms, and houses settings for Data managemen...
  • Drift Assistant
    Drift Assistant acts as a virtual assistant for your sales rep. It can send preparation emails before a meeting, send a f...
  • Drift Email
    Drift Email uses AI-powered Email Bots to start and manage email conversations with thousands of contacts simultaneously,...
  • Drift Profile
    Your Drift Profile allows leads to easily book a meeting with you or engage in a chat without the lead having to be direc...
  • Email Capture Bot
    The Email Capture Bot is a bot that is prebuilt to ask site visitors for their email address. Unlike the Email Capture bo...
  • Email Playbooks
    Email Playbooks allow you to turn your emails into engaging conversations that close leads faster. Here you can configure...
  • Email Playbooks Reporting
    Email Playbook Reporting gives you insight to how your Email Playbooks are performing. Here you can see the Playbook name...
  • Form Replacer Bot Landing Page
    The Form Replacer Bot landing page is a landing page bot that comes pre built with a bot flow designed to replace the for...
  • Full Screen Takeover
    The Full Screen Takeover playbook is a pre-packaged campaign template for your team to use to nurture repeat visitors and...
  • Homepage Bot
    It is important to have a solid homepage bot that you can use as a ‘catch-all’ for any page or situation that doesn't have...
  • Import Contacts
    Import Contacts allows you to import contacts from an outside source into Drift. You can upload contacts from a CSV, a Ma...
  • Manage Teammates
    The Manage Teammates page shows you a list of all the active users that hold seats in your Drift account. If you are an a...
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