Onboarding

Welcome! If you're new to Drift and want to get started setting up your account, then this is the section for you. We’ll break down the exact steps and resources that you need for a successful launch of Drift for your business. If you’ve already started setting up your account, feel free to use these steps as a checklist to ensure that you’re ready to go live with your Drift widget.

  • START HERE
    Welcome! If you're new to Drift and want to get started setting up your account, then this is the guide for you. We’ll br...
  • Step 1: Setting Up Your Drift Account
    Once you create your new Drift account, you’ll be taken through a short onboarding section. Each step is an important part...
  • Step 2: Installing Drift on Your Website
    Installing Drift is an important step towards seeing the full benefit of the Drift revenue acceleration platform. Once you...
  • Step 3: Introduction to Playbooks
    You’re doing great! Now that you’ve implemented the code snippet and designed your Drift widget, it’s time to jump into Pl...
  • Step 4: Integrations & API’s
    Drift has powerful integrations that allow you to access the full power of a revenue acceleration platform. There are some...
  • Step 5: Reporting
    Drift has a wide range of reporting tools that allow you to gain a better understanding of your business and sales team pe...
  • Step 6: Adding Team Members
    Now that the code snippet is installed, the next step is adding your team to Drift. Adding team members to your team’s Dri...
  • Step 7: Setting up your Sales Team
    You’re doing great! The next step is getting your team up and running with their accounts. With our onboarding guides, you...
  • Step 8: Setting Team Hours
    Setting team hours is an important part of setting up your Drift account and going live. With Drift, you can set up Teams ...
  • Step 9: Go Live Checklist
    Now that your account is set-up and your team is ready to go, it’s important to go live with Drift! To help with this deci...
Need help with something else?
Chat with us