Product Training Guides

In this sections, we'll provide the road maps for understanding all the different parts of Drift. Use this section in conjunction with an open Drift instance to learn more about each part of each screen. The articles contained in this section uses the same material that we use to train our teams internally.

  • Product Training Guide Introduction
    Our Product Training Guide will serve as a roadmap for you to accompany all the screens in the Drift Platform.  WHO IS THI...
  • Drift Settings
    This is where you'll modify all the settings for your App, Organization, and for yourself. The Settings screen is access v...
  • Live Chat
    Live chat is the area in Drift where users can see conversations that have started on their website. These conversations a...
  • Email and Meetings
    Drift integrates with your calendar, with support for Google and Office 365. The integration will automatically check your...
  • CRM
    Drift uses Contacts, Accounts, and Segments to help you keep track of who you're talking to. We also provide intel so you ...
  • Chat Playbooks
    Playbooks are central to Drift and what we do! They are automated message workflows and campaigns that proactively reach o...
  • Routing
    Routing is how a visitor gets from your site, to your rep.  There's several methods to understand in routing.  We've inclu...
  • Email Playbooks
    Drift Email Playbooks are the best way to turn your emails into engaging conversations that close leads faster.  In this a...
  • Reporting
    Drift has several reports built into it, all built to help you understand how well you're doing in sales, conversations, a...
  • Drift Video
    Drift Video is included in the Sales Seat as part of a 2021 platform plan and allows you to make and share a quick video t...
  • 3rd Party Integrations with Drift
    Drift works great on it's own.  But Drift also integrates with over 50 different CRM, Automation, Analytic, and Sales Tool...
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