piganna.blogg.se - Drift chatbot integration

Click ‘Save’ to save the changes to this message within your Online Welcome Playbook.

Enter a ‘Default Value’ to be displayed when there is no data for this visitor and click ‘Save’.

Click here to see a list of all RollWorks attributes. We suggest using rwCompanyName or rwCompanyIndustry for this use case.

Scroll down and click the specific RollWorks attribute you want to add to this chat message to personalize it for your visitor.

Under user attributes, type rw to search for the RollWorks attributes available.

Click the box containing the first message.

Select the Playbook that you want to edit, for example, the default 'Online Welcome Message'.

Route conversation based on Journey Stageįor accounts with a Journey Stage = Engaged route to reps who can perform sales demos to move the account along the buying journey. Route conversation based on Account List and/or Group membershipįor accounts that are on an Account List made up of high priority/tier 1 accounts, route their site visitors to reps who can provide a white glove experience. Route conversation based on firmographic data like Company Size or Company Revenueįor larger accounts route the conversation to a live sales rep or offer to book a meeting. The case plays below are only a few examples, you can use this example as inspiration to create your own chatbot conversation experience in Drift using RollWorks data to route conversations. Route conversations based on RollWorks data Share specific online demos or on-demand webinars for specific product lines based on the visitor’s firmographic data like company size.

Create a Contact Segment using RollWorks firmographic data.Share specific whitepapers, case studies, or links useful resources during chat conversations based on the visitor’s RollWorks firmographic data like company industry. Add the Contact Segment to a Drift Playbook.Create a Contact Segment using a RollWorks Account List that tracks companies showing intent with your competitor.Show relevant content based on RollWorks dataĬustomize the messages sent to your visitors during a conversation based on Account List membership, for example, Account Lists that track accounts showing high intent with your competitors. Instead of Hey there, we help companies in your space get more leads. Personalize chat messages sent to customers by mentioning the name of their Company Industry directly in the message. Instead of My instincts tell me that you are from an awesome company, and we are here to help! Personalize the welcome chat message sent to customers by adding their Company Name directly in the message. The case plays below are only a few examples, you can use this example as inspiration to create your own chatbot conversation experience in Drift using RollWorks data. When you choose to use RollWorks data to customize chatbot messages in Drift, you will benefit from having consistency with other channels that are also using RollWorks deanonymized firmographic data, like digital advertising, website personalization, etc. Personalize your chat messages with Drift personalization tokens We will walk you through a number of useful use cases that can inspire you to create your own chat personalization experience in Drift using RollWorks firmographic and Account data. RollWorks' powerful deanonymization capabilities can help identify your website visitors to an account very effectively, allowing you to maximize the number of visitors that you can deanonymize and present with a highly customized chat experience. Unlike Drift Playbook targeting, routing rules in Drift can directly use RollWorks contact attributes - no need to create a Contact Segment. Use RollWorks attributes to configure Drift Conversation Routing.Create your own Drift Contact Segments using RollWorks data and apply them to Drift Targeting and Display Conditions using:.

Personalize chat messages by simply adding the Company Name and Company Industry in the message directly using Drift Personalization Tokens.After you complete the initial Drift integration setup account-level RollWorks data will be available as Custom Contact Attributes in Drift so that you can use it to build the following customized chat experiences: