Drift

Hi team, We’d like to build a custom trained GPT to help us optimize Drift Playbooks. Has anyone else tried this yet? The idea would be to have a specialist Drift Optimization GPT bot that (once trained) has data uploaded to it from Google Analytics and Drift Playbook conversion reports and our CRM. The GPT would then make suggestions on how/where to optimise playbooks using an A/B style testing methodology say with a monthly cadence. Where can I access/download all the relevant training material to begin this process? PDFs would be ideal but publicly accessible video is probably OK too. Thanks,Albert

Contact attributes in Drift have two names- the display name seen within the Drift app and the API name used by Drift systems and the Drift developer API.  Sometimes, you may need to refer to a Contact attribute via the API name, such as when using personalization tokens within a Drift playbook. How do I find the API name of a Drift contact attribute?There are several ways to find the API name of a Drift Contact attribute but first it’s important to understand that Drift will automatically convert the display name of an attribute to snake_case. In other words, if you create a custom contact attribute with a display name of “My Awesome Attribute”, Drift will record the API name as “my_awesome_attribute”. Special characters are ignored during this conversion to snake_case, so that a display name of “Dave’s Awesome Attribute!” would be given an API name of “daves_awesome_attribute”.  And finally, Drift will also convert other case styles to snake_case. Some examples include: Display Name

Hi all, I am new to Drift, and I am struggling to get the best out of it. We are divided by federal State, but I don’t see a filter option in Drift. Thus, I see many accounts and contacts that are not relevant to me.  Can somebody help? Thanks,Esther 

Did you know that you can build dynamic links within a playbook by inserting a contact attribute as a personalization token into the URL?  This let’s you do things like build a unique link to a resource depending on the site visitor or direct a site visitor to a knowledge base search page with the search query pre-populated.Setting this up is fairly easy, you just need two things:The Drift contact attribute holding the value you’d like to add to the dynamic URL.  In the demo shared below, I use a custom field called “search_term” which holds the site visitor’s input from a previous question node in the playbook. The URL to which you’d like to append or insert the dynamic value.  In the demo I use the Salesloft help page search URL which looks like: https://help.salesloft.com/s/global-search/With these two pieces of information you can build your dynamic URL. In the editor of the playbook node where the dynamic link will be displayed, use the create a link button to populate the visible

Will the articles from community.drift.com migrate over to this hub? A coworker wanted to share a discussion post with me related to "IntegrationRequest failed and no fallback available" failures in Drift that she found last week, but I get redirected to the Champions Hub homepage when I click the link and nothing pops up when I search "IntegrationRequest”. I’m not in desperate need of the info in the discussion, but it did bring up this point that I’m curious about. 

What playbooks has everyone seen the most impact on their business? Any tips and tricks that have improved your engagement rates?

Hello! I’m Sheena, former Onboarding Manager turned Customer Success Manager, and Drift expert at Salesloft. Many customers make the mistake of thinking Drift is a set it and forget it, chat tool. Today, I'm sharing three of my favorite "beyond live chat" features that will make an immediate impact on your team's efficiency and revenue generation! These are available today to ALL paid plan Drift customers: Leverage Prospector to help reps to prioritize activities and never miss an opportunity to engage with a high intent or target account. Help reps save time by enabling AI Suggested Replies Carve out 20 minutes to install the Drift for Salesforce App, which provides quick and easy reporting on all the areas mentioned above (and more) -- right within Salesforce, where many of us are already spending a large chunk of our day. I’m curious to hear… Which of these is your favorite? What other Drift features would you add to my list to boost efficiency?