Drift is a conversational marketing tool which provides chatbot assistance directly in your web pages.
Drift chat is a conversational bot that pops up at the lower right hand corner of web pages and can be used to engage with customers or prospects. Whenever a customer responds to queries raised by the Drift chatbot, the information is stored and can be used for various marketing practices.
Drift chat performs the following primary functionalities:
Using the Drift plugin has two primary phases:
To set up the Drift application:
Log in to the Drift Developer Platform with your login credentials.
In the left panel, click Apps.
Click Create New App.
The system displays the My App page.
Navigate to SETTINGS > Display Information and do the following:
Navigate to SETTINGS > Oauth & Scopes and do the following:
In the Add Redirect URL field, specify the callback URL.
You can obtain this URL from the Campaign Studio plugin window for Drift. For more information, see Configuring the Drift application in Campaign Studio.
Click Add.
In the Drift Scopes field, select the following scopes:
Navigate to SETTINGS > Webhooks and do the following:
In the Request URL field, specify the URL to which Drift can send information whenever an event occurs.
Specify the value in the format: (protocol)://<domain-name>/plugin/drift/webhook.
In the Subscribe to Webhook Events field, select the following events:
Note
For more information, see Webhooks.
Navigate to Settings > App Credentials and note down the values for Client ID, Secret ID, and Verification Token.
Navigate to ACTIVATE YOUR APP > Installing to Drift and click Install App to Drift.
To configure the Drift application in Campaign Studio:
Sign in to your Campaign Studio account.
Click the Settings icon on the top right corner and select Plugins.
Click the Drift plugin.
In the Enabled/Auth section, specify the values for Client ID, Secret ID, and Verification Token that you noted down from the App Credentials section of the Drift app configuration page.
Warning
Unless you are done configuring the plugin, set the Plugin must be enabled and authorized for this field to work toggle bar to No (unpublished). Whenever you make any configuration changes, such as field mapping changes, ensure that you unpublish and re-publish the plugin for all the changes to take effect.
Copy the value specified in Callback URL and specify the same in Add Redirect URL. For more information, see Setting up the Drift application.
Click the Authorize App option.
This opens a pop-up window to authenticate Campaign Studio with Drift. Once authentication is complete, a success message appears that confirms the successful integration.
Once you have successfully configured Drift with Campaign Studio, you must define the fields mapping for synchronization.
To do so:
Sign in to your Campaign Studio account.
Click the Settings icon on the top right corner and select Plugins.
Click the Drift plugin.
In the Features section, select the Sync objects between Mautic and this integration and Contact check boxes.
In the Contact Field Mapping section, select the Drift field that corresponds to the specific Campaign Studio contacts and select one of the following options:
In the Enabled/Auth section, set the Plugin must be enabled and authorized for this field to work toggle bar to Yes (published).
Click Save & Close.
If your customers perform certain predefined tasks or attain a certain goal in the Drift chat window, you can ensure that certain points are added to that customer’s profile. You can configure these goals as well as the points which you want to have added to their profile.
To add user points:
Sign in to your Campaign Studio account.
Go to Points > Manage Actions and click New to configure points.
In the Name field, specify a name for the point action.
In the Change points field, specify the number of points that must be awarded to the customer on attaining the specified goal.
In the When a contact drop-down menu, select the Drift Action Playbook goal met option.
In the Goal type field, select a specific goal as per your requirement.
Save the changes.