Creative Conversational Marketing (video)

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH Drift Help Doc: https://help.drift.com/article/help-driftbot/

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH #conversationalmarketing #driftpartner #partnertips #inboundmarketing #chatbots

Need some help with Drift, chat bots or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH Transcription: Remington from impulse, creative, and today we're going to talk about shutting down the conversation and want to be in by shutting down the conversation is when you're done with a a drift playbook flow and you don't want the prospect to be able to reopen that chat in order to continue a conversation. So when you are going through a Bot flow, you're going to have very well defined different routes that people can go through. Now, in most cases when we're talking about qualifying a lead or driving someone to a meeting, it's totally going to be okay to leave a playbook open so that a prospect can continue the conversation because in a lot of cases, if done right, a live rep would be continuing the conversation, wants to bought, hands it off, but there aren't going to be some scenarios where you don't want that functionality to happen. And what we do at impulse, creative a lot is we'll use bots to actually drive almost like landing page conversions where we're offering up an ebook or a white paper or a link to a video or signing people up for an email sequence. In a lot of those cases, we don't want that conversation to be able to be continued. We'd prefer that someone opens up a brand new one. So what I'm going to do today is show you where you can enable this setting within your drift playbooks to completely shut down the conversation. So just before you dig in, just make sure you're keeping in mind what the overall intent of that playbook is and try to figure out how you can decipher where people should go or would go, and then take it from there. So as we're in a drift playbook, you can get into that drift playbook by coming over to the playbook section and choosing your playbook. You'll see the conversation that happens here. Now as you scroll all the way down towards the bottom, you're going to be able to see the end of flow. So Jeff has done a great job of making this a little bit more apparent. It used to just be like, like the where the road just ended. Now they're giving us a little bit more of a conversation in regards to what is happening. So what you can do is click here in end of Bot flow and you've got three options. You've got, keep the conversation open, you've got auto close the conversation, but allow visitors to chat back in and they have permanently closed the conversation. Don't allow site visitors to chat back into the chat now. It doesn't mean that they're not gonna. Be able to chat with drift just means that they're not gonna. Be able to chat and continue the conversation in this actual message flow. So in this example, this is a landing page bought that we've created for our headline swipe file. There's over 300 ideas that you can go into and I'll leave a link in the comments if you're interested, but when you come down to this, we're just going to go ahead and choose permanently closed the conversation. Don't allow visitors to check back in. You've got an opportunity, be able to let the prospects have a final message here, and that could be driving them to another page to additional resources, you know, and it'll, in some cases you may not need it at all. It really depends on what your goal is in the rest of your playbook. So you can go ahead and press save and now you'll see that it'll say permanently closed. The conversation and conversations that reached this point will be automatically closed, so it will take it out of your conversations. Pain and site visitors cannot reopen from there. Just go ahead and press save playbook and then you'll be off to the races. Now, as I said before, you know there's going to be areas and times that you would use this and then there's going to be times that you wouldn't, but it's going to help you keep a cleaner flow of everything going on in your body and you'll be able to close those conversations and then make it so that you can drive people to the next steps. So some extra things to think about. Some bonuses here is as you close this conversation and as someone goes through the entire flow, maybe you set up additional triggering to to show up once they've done that, to take them to the next stage in the funnel, there's a lot of options that you can do.

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH TRANSCRIPT: Today I'm going to show you how to add a new user to your drift account. Alright, so once you've logged into your drift account, the first thing you're going to do is go to settings. Then you're going to click team settings, and then you're going to go ahead and click users. Once you get to users, you'll be able to go over to this green button in the top right that says invite users. Now, the only way that this will work is if you are an admin or an account owner, and so when you click invite users, it will allow for you to start typing in the email addresses from your team. Now, you can also invite people that are connected to slack if they're connected, and all you have to do is type in the email address like this and notice that you get a red dialogue if an email address already exists in the system. So you need to make sure that it's unique. So we set the email in this example. And once you do that, you'll see the email address at the bottom, you can click the add button and you can click next. So once the invite has been sent, now what you can go through and do is set the user levels so you can set a user so that they can only access certain conversations and their own settings, and they can only see the playbooks and certain contacts, or you can set to full admin. If you're working with an agency or you're working with other people who are going to be building playbooks, you're going to want to set them to the admin level. Once you've done that, you can go ahead and click the invite, one person bubble, and you will see that the invitation has been sent. You'll get a green dialogue that is going to show you exactly what just happened. If you want to go in and manage the users, just click view user table and you should see the users all listed out in your tool and you'll notice that there's a recent invite button. If the person has not acknowledged and set up their account, this recent invite button will be there waiting for them. This will be a great way for you to know whether you have to follow up with that individual to get everything hooked up correctly.

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

New Feature: Hubspot Contact Details and link to contact record are now showing in the Drift sidebarTranscript: Today we're gonna talk about a new feature that drift just came out with about making it so that hubspot contact details and a link to the hubspot record now shows up in the sidebar of drift.With all the different options for your tech stack. Your can have conversational marketing with drift. You can have marketing automation and crm and Hubspot, and of course you can have all these other tools that can integrate. What drift has done is made it so that you get a window into the hubspot record and a quick link in order to jump over to their record. If you want to expand upon the information that is available in drift very easily with just a click or two. So what you see here is I'm open in my contact record within the drift portal, so I have an engaged conversation with a contact who is also exists within hubspot. Now this will happen if a, if the contact is cookied from an outgoing email from hubspot where that information is sanct with drift, or if you create someone and the email address matches bullets. You'll notice here if you have hubspot integrated right off to the right here, you're going to see that there's that option to have the hubspot detail show. Now, currently it's not editable to see which fields show up in the hubspot integration, but what it does do is it brings over the hubspot crm contact owner. The lifecycle stage of that contact and of course can show the lead status and also the hubspot score. So this information coming through can help with your other marketing initiatives. Now, one of the coolest parts is you got this view and hubspot option which will open a new tab and bring you right into the contact record of the individual so that you can get all the information necessary that you would need. If you need to get more information or follow up on a support ticket or anything like that from within the hubspot. So that's it. Short and simple today, but check out if you have hubspot and drift integrated, how you can start leveraging more from your drift and hubspot integration.

As we dig into the tool, one of the things that is pretty apparent is that there is a added benefit to different applications working with each other, HubSpot and Drift or no different. You've got all the marketing automation and website and just your crm being backed in HubSpot and then you've got all the conversational powerhouse from Drift. Now, while both of these tools have some overlap in their features, one of the cool things is you can have different parts of your organization in different tools and now the information flows much more freely. This tutorial is assuming that you've already set up your HubSpot connector, but if not, we're going to show you how to how to get there. So what you're going to do is you are going to go to the gear icon here in settings. You're going to scroll down and click apps, and then as you scroll down on the list, you'll find HubSpot. Now in this instance, HubSpot is already connected. Go ahead and click that and we've got some features here. One of the features that we're going to focus on today is the data that's actually mapped via the attributes, so when we click into the attributes, if you've already done this integration before, you'll find that there's a new feature. This allow override feature is probably one of the most important things with this new upgrade. What this allows for you to do is this allows for you to be the decision maker in regards to whether Drift overwrites HubSpot as far as the information that's coming in from the tool. So as we scroll down, you'll see I've got a variety of fields that are sinking over to HubSpot. You don't have to have all of them and of course you can add as many as you'd like here. So essentially the you're going to allow the previously synced records to be overwritten by newer values in order to keep HubSpot up to date. Historically, it just brought over that information one time and so that could be problematic if people came through and reengaged on certain areas where fields were updated. So you'll see that we have, for instance, a project description and a playbook and the project description obviously is going to change each time they come through. Maybe they come to us for website design one day and then they come to us for conversational marketing help another day though. That information we would want to have updated within the tool. So this allow overwrite field is a absolutely fantastic tool to be able to figure out and have more control over the integration. The other thing that you can do just to keep track of everything is you have this HubSpot event log so you can go into the HubSpot log and actually see the last items that have been synced. It can be pretty powerful and then of course you've got the option to choose which information is synced over into HubSpot. The Drift to HubSpot sync obviously is going to be going this way and the HubSpot into Drift is going to be coming across over here. So the HubSpot to Drift side is going to make it. So if anyone receives an email from HubSpot or is cookied by HubSpot system that that contact information is going to be ported into Drift so you know who you're talking to without having to ask them for their name and email address. It can be a pretty powerful tool, especially for setting context. So that's it for today's tutorial. If you're interested in more videos like this, we have a 30 day conversational marketing masterclass that would be perfect for you. You can head on over to impulse creative.com/cm masterclass. For more information, if you'd like to see other tutorials we've done, you can go ahead and you can do that right here, and if you'd like to subscribe to our tutorials, you can go ahead and you can do that right here.Ÿ‘‰ Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H 👉 Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Head on over to our conversational Masterclass. 30 days of our best videos to up your conversational marketing game: https://www.impulsecreative.com/cmmasterclass#cmmasterclass Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH Transcript: What's up everybody? Remington from impulse, creative, and today we're going to talk about how to route your drift chat. Chat Bot flows into specific inboxes within drift. Now I did a previous video, which you can see right here about doing it through the drift Api, but drift has opened this up as a function and it's not easy to find. So let's get into this. So as we get into the playbooks, there's various reasons why you'd want to jump in and set up certain inboxes for different types of things. It could be as simple as sales support, you know, and marketing type functions. It could be just organizing your conversations for different people within your organization. It really just depends on how you have your business structured. But inboxes can be very easy to separate different conversations and depending on any type of email automation or things you have going on, you've got the ability to use these inboxes to really get some great organization going. So what I'm going to do is I'm going to dig in and show you in this quick tutorial how to route those conversations to a specific inbox. And then we'll go from there. So as you are in a specific conversation flow, this is our chat bot template flow, which you can get a link to this in the description below. What you have is you can go through and you've got all of your questions, you've got obviously your targeting, which you can set up, and then a lot of times people don't press this review area. When you click this review area, a new feature here is the target Inbox, and so once you can do in this target inbox is you can click that inbox and you can choose between the different inboxes that are available. Now in this tutorial, I've got one right here. You can go ahead and see how to set up an inbox, but by choosing a specific inbox, now what you're going to do is you're going to be able to just click save and that's going to route the conversation to the specific inbox within your conversations tool. So that's it for today's tutorial. If you're interested in more videos like this, we have a 30 day conversational marketing masterclass. It would be perfect for you. You can head on over to https://www.impulsecreative.com/cmmasterclass for more information

Head on over to our conversational Masterclass. 30 days of our best videos to up your conversational marketing game: https://www.impulsecreative.com/cmmasterclass#cmmasterclass Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH Transcript: What's up everybody? Remington from impulse creative, and today we're going to talk about the drift chat deep dive into Chat Bot actions. Now there's a lot of different things you can do with conversational marketing and drift and drift has a whole bunch of tools that they're adding into the middle of the conversations to allow for you to leverage the conversation more effectively and do a variety of things, and so we're going to do is we're going to dive deep into each one of these actions in this tutorial can use actions throughout the entire Bot conversation to trigger different outcomes based on the user's response. This could be a variety of things. This could be that you want to trigger certain emails. This could be the you want to collect certain data and store fields that drive to different segments in your list. And also of course would trigger other actions in other platforms. So we're going to do is we're going to dig into each one of these together and from there let's have a conversation about how you use these on a day to day basis. So as you see here, what we've done is we're in a drift chat playbook now, this drift chat playbook, it allows for us to go through and choose all of our different questions and answers that we want on the screen and you've got this option here to add new add new options so you get questions, email capture his phone, captures goals, and now the ability to route a conversation and there's a new tutorial on that right here. As we go into the individual conversations, there's a lot of opportunity to leverage certain things and one of those things are these actions. So as you see in the visual builder, you've got these options to see where all these conversations route and you can see as you hover over these a little plus icon that you can see right here pops up. So you can choose any one of these as an example. You hit that plus icon and you've got the option of understanding what is possible. Now in this example, just browsing has been clicked. That's the option that would drive this action and where these actions would be housed and you have the ability to now mark as a chat qualified lead. We're going to go ahead and press plus on that. You can choose the level of lightning for the chat qualified leads in order to figure out how interesting or how qualified a particular prospect is. You could also choose a lead stage, so when we added lead stage, you can drop that in just similar to a goal. You can drop that in and you can start to identify users based on the interaction that they have, but yet still continue the conversation, so where this comes in handy, you may want to put a flag on her on a specific contact, whether they're raising their hand or whether they're disqualifying themselves, but maybe you don't want to end the conversation right at that moment. This allows for that to happen by editing the lead stage. Now as you scroll down, you can apply a contact attribute. This is actually quite important. You can go through and start to apply contact attributes in regards to certain stages where people are, maybe they are going down two different paths in your chatBot flow and what you want to do is segment them as a user. You could have a commercial or a residential option in your business and by asking the questions you can define that and it might be something beyond collecting the data and putting it into the crm. This could actually just be more of a triggering action for you to trigger other automation down the road. So with the applying the contact attribute, you can jump into the attributes and of course you can choose anything that's in your drift system and of course any of those items can also be linked with your crm. And then of course you get to set the value. Now this value isn't something that's going to be set dynamically. The prospect is not going to be able to set this individually, so this will be something you would. What you would do is, for instance, if someone said yes, subscribing to your blog, you could go, you could type in blog, subscribe, and you could say yes and what that would do is as they go through this flow, it would set the contract attribute in addition to any other questions or concerns that they have. Then at the bottom here you have tagged conversation. Now tagged conversations can do really well from an admin point of view for you to be able to store conversations or to be able to review them, so maybe you have a conversation tagged for people that make it halfway through, but then decided that they're not interested or maybe you have certain qualification or flags in the sand if you will. As you're going through, you can simply go into these tagged conversations. You can start typing a specific tag and of course you could add a tag by just typing in a new tag for instance. So if you type new tag or you could type whatever you want in there, it would create the new tag just by clicking the button and then you could of course change the color and you could save that tag. So now in your listing view of all the conversations, you'd be able to search and index your conversations based on these tags. So if you want to remove any of these attributes, you can go ahead and press any of the x's. And then of course once you have figured out what you want, you can press the x in the top right to return back to the editor. And what you'll do is on any one of these conversation flows, you will see a number, whether it's one or two and it gives you a nice little pop up where you can see the details of what you just set in the editor. If you want to edit it, you simply click the number two or the number one, whatever the number is, and you can edit anything off to the right. So the opportunities really are endless depending on the nature of your Chat Bot. And depending on what you're trying to get out of the conversation, you may be able to set these attributes or use these actions to further extend the capabilities of your Bot. Remember, as you're going through and you're building out these bots, you're going to want to find ways to measure, optimize, and increase the effectiveness of your chat bots and actions might be the way to do it. So that's it for today's tutorial. If you're interested in more videos like this, we have a 30 day conversational marketing masterclass that would be perfect for you. You can head on over to impulse creative.com/cm masterclass. For more information, if you'd like to see other tutorials we've done, you can go ahead and you can do that right here. And if you'd like to subscribe to our tutorials, you can go ahead and you can do that right here. Until next time, I'm Remington from Impulse Creative.

Head on over to our conversational Masterclass. 30 days of our best videos to up your conversational marketing game: https://www.impulsecreative.com/cmmasterclass#cmmasterclass Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH TRANSCRIPT: Today we're going to talk about how does that contact attributes and a drift playbook. Now, I'm not just talking about setting a contact attribute. When someone answers a question, what I'm talking about is setting attributes based on the route that someone takes in the playbook and we're going to show you how to do that with actions. In a lot of cases, you're going to have scenarios where you're going to want to set certain criteria beyond just a question that's happening in drift. Now, one of the cool things about drift is they've added these, the ability to have actions that you can set based on the individual answers to someone gives within a chat playbook, so whether you have a key word or a button or you know, a general response. If that routes somewhere, you're able to set a contact attribute amongst other things. What you see here is we have a default drift playbook set up that we just triggered and as we scroll down, what I've done is I've added a final question right after the email capture that has one last thing. Would you like to subscribe to our blog? Right, and we've got just button responses that says yes, please subscribe me. No thanks, don't right, and now what we have with these, both of these, we'll go through to lead by qualified because they went through and answered all the other questions, but what we want to do is we want to set something based on the yes or the no now saying yes please, and that being saved into a, you know, into a field may work, but it might not work for your automation program to be able to put them into a segment. So what we. What you can do is you can hover over these routes and you'll see that there's both of them here. What we want to do is you want to hover over the yes, please option and click the plus icon. When you click the plus icon, you're going to see a sidebar pop out that says, add action. Now there's a bunch of actions that you can do and we'll go into more of those and other tutorials, but applying the contact attribute is this magic right here. When we click the apply contact attribute, what you'll see is you'll see the ability to choose your attribute. So in this case what we're going to do is we're going to type the word subscribe and we are going to say yes. So in here we've applied the contact attribute. We've dropped in the value of yes, and it's for the blog subscribe. So what we're gonna do here is anyone that clicks, yes please. Before being routed to the lead, bought a goal. You are going to have this attribute set within the contact. This can be great for further segmentation down the road. It could be great for obviously setting up someone for a blog subscription or it can be great for you capturing information so that you understand how far through someone went at a high level. If you're looking at a large list. So let me know how you're using this and because there the opportunities really are endless with this tool. So once you do that, then you go ahead and close out the drawer and if you hover over, the number one that you see here is going to show you that one action is happening. It's setting the contact property to yes for blog subscribe. So that's it for today's tutorial. If you have any other questions about conversational marketing or drift, please feel free to hit me up in the comments or shoot me a note on twitter at Remington Beg. If you'd like to see other tutorials we've done, you can go ahead and you can do that right here. And if you would like to subscribe to our daily tutorial videos, you can go ahead and do that right here. Until next time, I'm Remington from Impulse Creative. Have a great day.

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH Full Transcript

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH Transcription: Today we're gonna talk about how to really optimize your drift playbooks. So one of the cool things that drift just came out with with is in playbook analytics. So what that means is now you're not just looking at the overall effectiveness of a specific playbook. Now you're able to go in and see where the fall offs happen throughout your playbooks. This can be a great way for you to start to optimize and to enhance the effectiveness of those playbooks and also allows for you to see whether your intended designations of routing people are intentional and also working in the way that you wanted. So what you see here is we have our conversation button trigger. Now. Our conversation button trigger is a playbook that we have based on a drift link on our service pages. And as you can see it's a pretty simple. It's a pretty simple like qualification, like information gathering and then go straight to a specific meeting. One of the interesting things is now we have this button for show analytics and this starts to tell a really cool story. So one of the things that we've been considering after seeing some analytics across the board on our playbooks is that our first, our second question rather is asking about their name, which that's typically how you would speak to people, but what's happening is we're seeing quite a big fall off from when we asked for someone's name. So the cool thing is, is no longer an assumption. It's now something that we can act on because we see it in the analytics. So you'll see right here, question number one, welcomed impulse, creative. Let's start things off on the right foot. What is your name? 50 people saw this, which means 50 people clicked on that drift link and it broke down to only four people coming through. So just under 10 percent of the people that clicked on the drift link. Got to question number two, and this is where we're asking about what brought them there to check us out. So when you're thinking about the effectiveness of your, of your playbooks and your drift links, one of the things you should consider is whether that works for you in regards to conversions. Now it's important to know that if you have some people who are going through your body and you're doing it from a qualification point of view, the analytics and the and the fall off might not be a bad thing. But in this example, one of the things that we're going to test is we're going to figure out, okay, maybe we need to flip these questions around. And the cool thing that you can do based on this optimization is when we hide the analytics. We can come back over here and we can drag this question underneath. Question number two. And so now what we're doing is we're saying what brought you here to check us out as question number one? And then we can go right into question number two, which is let's start things off on the right foot so we can. We can remove the impulse creative message and then we can add that impulse creative message right here. So now what we've done is based on analytics. We've now optimized as playbook and you guys can check back to see how it works afterwards. So you can press save and now what we've done is we've optimized a playbook and now we can see what the results look like and you can see how you could do this throughout a lot of your playbooks that you've gotten drift. So that's it for today's tutorial. If you have any questions about conversational marketing or drift, please feel free to reach out to me in the comments or hit me up on twitter at Remington bag. If you'd like to see some other tutorials we've done, you can go ahead and you can do that right here, and if you'd like to subscribe to our dailies tutorial so you can go ahead and do that right here. Until next time, I'm Remington from impulse creative. Have a great day.

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH Transcript: Today we're going to talk about how to fix the phone capture settings in drift so that you don't get errors in your chat bot flows. So the solution is quite easy and drift came out with this feature to allow for us to widen the gamut of potential phone number or formats because not everyone's in the US and there's a lot of other opportunities out there. So when we're in a playbook, you're going to be able to adjust some settings to make it so that opens it up for everyone. And I'm going to show you how to do that right now. So when you jump into a bot playbook, you're going to find the ability to add a phone number, capture, or if you already have it in your tool, you'll be able to see the skill phone capture. Now, from there, what you need to do is you need to hit the edit button and then where you see the responses in the builder here, you're going to look for valid phone number and you're going to hit that little pencil or edit button as well. So once you get here, you'll notice the default phone country code is set to United States. This is set this way for, for my portal, um, I believe it's set by default across the board. So what you need to do in the tool is you can hit this dropdown. Now this is of course, if you want anyone outside the United States and if you scroll all the way up to the top, you'll see none and it'll allow all numbers. And so the cool thing about this is the phone number will be able to just roll right in and have, you know, have the capture no matter what they phone format is. Now, if you are someone who is interested in only showing, you know, or only allowing us phone numbers, then of course this doesn't apply. So if you, you know, if you want to use this then this is a great solution. We've got some international clients that we do quite a bit of work with and a lot of our inquiries don't just come from within the United States. So it makes sense for us to do this in this example. So all you do is you hit apply changes and save your playbook and you're good to go. This would have to be done on a playbook by playbook basis if you've got multiple ones set up. So that's it for today's tutorial. I'm remington from impulse creative. If you have any questions about conversational marketing or drift, hit me up on twitter at Remington. Beg. If you'd like to see other tutorials we've done, you can go ahead and you can do that right here. And if you would like to subscribe to our daily tutorials so you can go ahead and do that right here. Until next time, I'm remington from impulse creative. Have a great day.

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH VIDEO TRANSCRIPTION: Today we're going to talk about how to upgrade your playbooks so that you can start leveraging goals throughout the entire chat experience. A lot of times what happens is you have these different playbooks that are running different things all for some intended outcome except now we're getting to the point where you can start to branch quite effectively in drift and what we're trying to accomplish in a lot of cases is qualifying or disqualifying, but maybe you don't want to send them straight through to a goal. You want to create actions throughout the entire journey, so drift has done is they've created a feature called actions where you can now mark someone as a chat qualified lead or give them a lead stage throughout the entire chat journey. So you could use this in a couple of different ways, but one of the biggest ones is if you're driving someone through and you're asking a question and they are becoming more qualified, maybe you start with a a low chat qualified lead and then you end with that with a large chat qualified lead. It really depends on what you are looking to accomplish within your body, but I'm going to show you how you can do this and then you can see all the different ways you could use it yourself. So when we jump into your drift account, I have a new playbook here, so this new playbook has a, you know the default questions and answers and you'll notice that we've got lead bought, qualified and bad lead off to the right here, but what you now have the option to do. If you hover over these lines, you can see that there's that little plus icon that happens when we click on that plus icon. A drawer opens up and basically it creates an action rule based off of the item off of the actual other button option here in this case and allows for you to market as a chat qualified lead or you could have. You could disqualify it and then also set the lead stage so you no longer are going to have to do this at the end of the playbook and actually setting this up in the goal. Now you can do it throughout the journey, so what you can do as you just hit the plus icon and then you see the lead stage you can go through and any of your lead stages that you have for your goals, you can select from here. And of course you could type a new one in here and you could create a new lead stage. This can be really great free in engaging this chat into an api where the conversation happens once they reach a goal, um, you know, and there can also be really great ways for you to automate things in the future. The other thing is doing the chat qualified, so maybe through a couple of questions they start looking really great. You can turn on the levels of the conversation qualified lead, but then maybe, um, if they answer further questions down here, we want to make it so that if they answer this question negatively than they're not a qualified lead. You know, it really depends on how you want to structure it. You also see there's a little tool tip here with the number two, and if you hover over it, they've got the pop up kind of showing you the criteria of what would need to be going on so it can be a very, very effective way of creating the experience that you're looking for and allow for you to segment people in the future even if they didn't actually convert on your chat bot sequence, so if they, if they didn't convert in chat bot sequence, but you still got enough information from them to start qualifying them or moving them in a certain direction, you can now create segments in the future with that as well. So that's it for today's tutorial. If you have any questions about conversational marketing or drift, please feel free to reach out to me in the comments. If you'd like to see other tutorials we've done, you can go ahead and you can do that right here. And if you would like to subscribe to our daily tutorials, you could go ahead and do that right here. Until next time, I'm remington from impulse creative.

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH TRANSCRIPTION: Today we're going to talk about what happens if your chat bot gets the person's name wrong. Now, this could happen with a lot of scenarios. One of the biggest scenarios is, is that the chat Bot goes through and begins to ask a question and it is question is what's your name? And when it asks that question, the prospect gives their name and gives their problem. So what can happen as far as the system is concerned is suddenly now you have a system that thinks that someone's name is an entire sentence. Um, and it's really not smart enough at this point to really break that up. We're furthermore, where the issue can start to happen is if you have automation that is set up around this chat bot sequence, you can suddenly start to get stuck because what that means is any automation that happens that references the person's name or the chat referencing the person's name or even a live chat representative, not knowing the person's name can be problematic. And so we want to do is want to make it really easy for you to be able to edit and update this in a live conversation. So when we jumped over into the conversation on a in a drift tool, what's you'll notice by default, you're going to see, here's an example of someone who responded to our chat, you'll see it says, let's get things started off the right foot. What is your name? And they respond with high. So the system identifies that they are high as their individual name. And now we're set up for failure, right? Because this chat bot now thinks their name is high. Whenever it says, you know, awesome, great to meet you or anything like that. Now it's going to be referencing high as their name. And it can cause it can cause a problem. So you can see right here it says, hi. Hi. Do you work for an agency? So if we start looking into how to fix that. Now from a playbook perspective, there might be some adjustments you need. But from a live chat perspective, if we want to engage, we have absolutely no idea who this person's name is and once we find it out, we want to make sure we can update the information. Now you'll notice off to the right, we've got all these different options here, but name is not front and center and doesn't really tie in. What we want to be able to do is click in here and update that information right away and that can get a little problematic. So how do we fix that is you can click the person's name and this is going to be a way for you to change the default setting across the board for the contact. So as we scroll down, you'll see that there is an option for view all attributes. When you click that, you'll see the person right here has their name and the name is high. So what do we want to do? Obviously for the one on one perspective, we want to fix this person's name, but we also want to make it so that you have access to be able to edit this in the future. And you'll notice that we've got this, this checkbox right here, and if we go ahead and click that checkbox and we click save, what's going to happen is if we close out of this window and we're going to go ahead and go back to that conversation. Now, you'll notice that that conversation is available off to the right here and you can go ahead and you can click high, we can click edit and we can update this to the new name and upon saving that, that would make it so that this individual's name is now a new name. And of course you can also go in and remove the information if you don't know the prospect's name. So this makes it so it's a lot easier for you to update information as you're going through a live chat, as a live chat operator. But it also makes it easy for you to see certain information that's important, um, like the person's name. So if you see these inform this information and you want to fix it, you have the choice to go over to the actual context tab and update the information. Or You could set the defaults like I just showed you, and you'll be set up for success when you're in the live chat dialogue.

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH Transcription: Today we're going to talk about how to copy a playbook question inside a drift playbook, so there's a lot of different use cases for needing to do this. You could have a question that's very similar. For instance, asking for company name or it could be asking for the number of employees were a lot of the routing and a lot of the qualification is going to drop off and go to qualifying a bot and then going into the next stage or maybe even skipping a question. Now, the ability to copy that those settings and have that question again or have two different flows that are within your Bot. If depending on which way someone goes, allows for you to copy the settings of that question and then take you through to that next path. So imagine that you've got a fork in the road, but you're going to ask the company name question on two different areas or you're going to ask the number of employees in two different areas in your Bot. Depending on the direction. Now you have the ability to build out a flow and then copy of the questions and move them over to the other side. This can be a very compelling use case for building out a Bot that is smarter and it can also be a really great way of improving a homepage bought for instance, and giving it additional logic to ask the qualifying questions that you'd want. So we're going to show you how to do it. It's pretty simple, but think about the different use cases that you could go through. So when you go into it could be a brand new playbook. This extra icon over here, which is fantastic. So upon clicking that copy icon, you'll see you'll see that question get added down at the bottom and then you can grab these handles and drag them up where you want them and it'll change the order of those questions. It's as simple as that, and this can be, again, a really great way of building out using our chat template one flow and then incorporating another flow based on criteria and still being able to ask similar or the same question. I'm depending on that context, so let me know how you're using this feature if you've used it yet. It's been quite helpful and save quite a bit of time for my team. Hit me up on @RemingtonBegg on twitter or in the comments below. I'd love to hear how you're using this or if you have any questions about drift. If you'd like to see other tutorials we've done, you can go ahead and you can do that right here, and if you would like to subscribe to our daily tutorials so you can go ahead and you can do that right here. Until next time, I'm remington from impulse creative. Have a great day.

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

1. Micro Conversions 2. Start Targeting with a Sniper Rifle 3. Don’t Forget the Feedback Loop 4. Lead With Value 5. Remember Live Chat

*** Video Transcription **** What's up everybody? Remington from impulse, creative, and today we're going to talk about drift sales sequences for your email, but also how to make a welcome message pop up that's contextual based on the receiving of that email. Now, one of the things I love about drift is the fact that when you send a sales sequence email and then click on any of those links and they go to your website drift is going to identify that user based on based on their contact information and it's going to capture their cookie data. So there are two reasons. This is great. One you can see in the timeline, the pages they're on where they're going, but two, you're able to trigger bots based on their interactions from that email and that can be really, really compelling if you're. Especially if you're doing abm efforts where you're trying to do some some colder outreach or reconnect with some past clients. If they start to engage in your email, but they don't reply, but they click on a link that goes to your site. You'll be able to pop up a notification that lets you start the conversation. So what I'm going to show you today is we're going to jump in and we're just going to set one of these up and then you can take it from there. So when you jumped into creating a new playbook, you're going to go to the playbooks, a page, and then you're gonna scroll all the way down to the bottom. And we're going to choose under the pop up play overs, you're going to choose email referred. Welcome message. It's going to allow for us to see our default welcome message, but you'll notice that it's got some personalization in here. And this is what can get really fun. So when we're in this message, you can customize these much further and I'll show you how in a minute. But when you have your welcome message, you'll see that we're calling them by their first name. And then of course there is. The alternative would be, hey there. So if we don't have the first name and drift, it's going to say, hey, there you get. You're getting this message because I see that I sent you an email. So this allows for you to continue the context, especially if you hyperfocus these down to specific email campaigns or specific segments. Now you can have much more engaged in conversations. So you'll see we've got the welcome message here and we've got some. We've got some notes. It's going to send this from the teammate who sent the track email so you can make it so it's not. You don't have to set one of these up for each person and you can of course, you need to make sure that the individual teammates have the drift chrome extension installed. So the the overall goal for this is we want to make sure an outbound conversation starts right, so we send out this email and then someone clicks on the site. We want this welcome message to kind of reinforce the messaging that we had in our email. And of course you can set up your conditions. Now the conditions are default in here for you to be able to kind of see what's going on. But if you know that you're going to have some outbound conversations that are sending people to a specific page, this is where it can really fun. So we can say that we only want this welcome message to pop up from an outbound conversation that links to our pricing page, right? So by adding in multiple levels of your, you know, your criteria, you can really hone in this conversation and make it one on one. Now you don't have to do that out of the gate, but it can allow for you to make sure that you've got, you've got hyper, hyper contextualized feedback for these outbound conversations depending on the campaigns they're running. So in this instance, we would say we want the url path to include the pricing page for this example, and by including the pricing page that sort of make it so that when we, when we close this down, the outbound session is true and the url path includes pricing. So you can have a different one of these for your homepage. You can have a different one of these for your blog pages, you know, depending on where you're sending people from your resources and be very engaging. It can be a great way to get the conversation started without it having to be a phone call or an email. Um, and you know, I think you'll be surprised with the results. So that's it for today's tutorial. If you have any other questions about conversational marketing or drift, hit me up on twitter or let me know in the comments below. If you'd like to see other tutorials we've done, you can go ahead and you can do that right here. And if you'd like to subscribe to our daily tutorial videos, you can go ahead and you can do that right here. Until next time, I'm remington from impulse grade. If have a great day.

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Here's a link to over 60 other tutorials https://www.impulsecreative.com/learn/conversational-marketing Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

VOTE VOTE VOTE: http://wshe.es/iiCYAI07 * Conversational Marketing: How to Think About It, and How to Package it * In this session I’ll review the 4 core principals to think about Conversational Marketing and also the ways you could package it as a service for your agency * It will be important for your agency to know how to handle inquiries for Chat in order to provide the value for it * You’ll leave the session with some core principals that we use at Impulse Creative for conversational marketing along with some actionable ideas on how to implement and sell it to your customers * Intended Audience is primarily for agency owners/management, but the core principals will tie into all agency folks. * Vote for Me, and I’ll see you in Boston!

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH

Need some help with Drift or Conversational Marketing? Hop on over and learn more about what we do for companies just like yours: http://goo.gl/WDyR7H Here’s a link to the Conversational Marketing / Chatbot Template: https://1mpul.se/2GheSrH