Information for: DEVELOPERS   PARTNERS

Drift plugin setup

This article describes how to set up the integration between Drift and Campaign Studio.

Integrating Campaign Studio with Drift involves the following steps:

  1. Setting up the Drift application
  2. Configuring Drift application in Campaign Studio
  3. Configuring fields for synchronization
  4. Configuring Drift actions for user points

Setting up the Drift application

To set up the Drift application:

  1. Log in to dev.drift.com and start building your app. For more information, see Drift documentation.

  2. Under the Settings section, navigate to OAuth & Scopes and complete the following:

    1. In the Add Redirect URL field, specify the callback URL that you can obtain from the Campaign Studio plugin window for Drift. For more information, see Configuring Drift application in Campaign Studio.
    2. In the Drift Scopes field, select the following scopes:
      • contact_read: This scope allows an app to listen to changes to contacts and query contacts.
      • conversation_read: This scope allows an app to query conversations and messages in an organization.
      • all_contact_read: This scope allows an app to changes to all the contacts and query contacts.
      • playbook_read: This scope is required on the Drift app token for access.
  3. Navigate to the Webhooks section and complete 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.

  4. Save the changes.

Configuring 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. Under the Enabled/Auth section, enable the plugin and specify the values for Client ID, Client Secret ID, and Verification Token.

    To obtain these values, access Drift app configuration page and navigate to Settings > App Credentials..

    Campaign Studio Drift app configuration page

  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.

    Campaign Studio Drift enabled/auth page

  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. Under the Features section, select the Contact check box in order to enable the contacts to sync.

    Campaign Studio Drift features page

  5. Under 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. Click Save & Close.

Configuring Drift actions for user points

If your customers perform certain predefined task or attain a certan goal in the Drift chat window, you can ensure that certain points are aded to that customer’s profile. You can configure these goals as well as the points to be added to customer’s 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.