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Drift plugin setup

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:

  • Offers chatbot assistance on your website(s).
  • Creates new contacts or updates data for existing contacts within Campaign Studio.
  • Personalizes the chat experience if it can recognize the customer.
  • Scores customers based on how far the customers gets within Drift chat and pushes these score updates to Campaign Studio.

Using the Drift plugin has two primary phases:

  1. Configuration
  2. Ongoing usage

Setting up the Drift application

To set up the Drift application:

  1. Log in to https://dev.drift.com with your login credentials.

  2. In the left panel, click Apps.

  3. Click Create New App.

    The system displays the My App page.

  4. Navigate to SETTINGS > Display Information and do the following:

    1. In App Name, enter a name for your application.
    2. In Short Description, enter a description for your application.
  5. Navigate to SETTINGS > Oauth & Scopes and do the following:

    1. 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.

    2. Click Add.

    3. In the Drift Scopes field, select the following scopes:

      • contact_read: Allows an app to listen to changes to contacts and query contacts.
      • contact_write: Allows an app to modify and add contacts.
      • all_contact_read: Allows an app to change to all the contacts and query contacts.
  6. Navigate to SETTINGS > Webhooks and do the following:

    1. 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.

    2. In the Subscribe to Webhook Events field, select the following events:

      • contact_identified: This event is triggered when a contact adds email in chat.
      • contact_updated: This event is triggered when a contact record is updated in Drift.
      • playbook_goal_met: This event is triggered whenever a goal is met with a previously identified contact.

    Note

    For more information, see Webhooks.

  7. Navigate to Settings > App Credentials and note down the values for Client ID, Secret ID, and Verification Token.

  8. Navigate to ACTIVATE YOUR APP > Installing to Drift and click Install App to Drift.

Configuring the Drift application in Campaign Studio

To configure the Drift application in Campaign Studio:

  1. Sign in to your Campaign Studio account.

  2. Click the Settings icon on the top right corner and select Plugins.

  3. Click the Drift plugin.

    Campaign Studio Drift plugin page

  4. 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.

    Campaign Studio Drift app configuration page

    Campaign Studio Drift enabled/auth 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.

  5. Copy the value specified in Callback URL and specify the same in Add Redirect URL. For more information, see Setting up the Drift application.

  6. 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.

Configuring fields for synchronization

Once you have successfully configured Drift with Campaign Studio, you must define the fields mapping for synchronization.

To do so:

  1. Sign in to your Campaign Studio account.

  2. Click the Settings icon on the top right corner and select Plugins.

  3. Click the Drift plugin.

  4. In the Features section, select the Sync objects between Mautic and this integration and Contact check boxes.

  5. 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:

    • Sync both ways: To sync contacts from Campaign Studio to fields in Drift and vice-versa.
    • Sync only to the integration: To sync contacts from Campaign Studio to fields in Drift.
    • Sync only to Campaign Studio: To sync fields from Drift to contacts in Campaign Studio.

    Campaign Studio Drift contact field mapping page

  6. In the Enabled/Auth section, set the Plugin must be enabled and authorized for this field to work toggle bar to Yes (published).

  7. Click Save & Close.

Configuring Drift actions for user points

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:

  1. Sign in to your Campaign Studio account.

  2. Go to Points > Manage Actions and click New to configure points.

    Campaign Studio Manage Actions page

  3. In the Name field, specify a name for the point action.

  4. In the Change points field, specify the number of points that must be awarded to the customer on attaining the specified goal.

  5. In the When a contact drop-down menu, select the Drift Action Playbook goal met option.

  6. In the Goal type field, select a specific goal as per your requirement.

    Campaign Studio user points page

  7. Save the changes.

Testing the Drift and Campaign Studio synchronization

  1. Create a publicly-available HTML page to host the Drift chatbot widget.
  2. In a browser window, edit your HTML page to add the code to enable the Drift chatbot widget.
  3. In another browser window, open https://app.drift.com and log in with your login credentials.
  4. Navigate to Settings > APP SETTINGS > Drift Widget.
  5. Expand Install > Javascript.
  6. Copy the code from the Javascript section and paste it in the browser window where you are editing the HTML page.
  7. Publish the page.
  8. Open the HTML page with the Drift chatbot in a separate browser.
  9. To interact with the chatbot:
    1. Type Hello and press Enter.
    2. Type the email address of the contact and press Enter.
  10. Navigate to https://app.drift.com/contacts/ to check the contact you submitted.
  11. Navigate to the instance where the plugin is configured. You will see that the contact is also created in Campaign Studio.
  12. Add first name, last name, email address, and all other fields that you mapped on the plug-in page.
  13. After five minutes, verify that all the changes reflect under drift for the same contact.