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Drift, a Salesloft company

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Drift's scheduling feature empowers you to deliver automated messages, emails, or even SMS at pre-defined times, ensuring that your content reaches your audience when they're most receptive.  This allows you to stay top-of-mind, nurture leads, and drive conversions. 

  Schedule messages to be sent at specific days and times, maximizing the likelihood of engagement and avoiding the inbox graveyard. 

  Use scheduling to create a series of messages that guide leads through the buyer journey, delivering the right information at the right time.

  Schedule messages in advance, freeing your team to focus on other tasks while ensuring that your communication cadence remains consistent.

  Within your Drift dashboard, navigate to the section where you create or manage messages. This could be within a playbook or a dedicated messaging section.

 Select the type of message you want to send, such as a chat message, email, or SMS.

  Craft a compelling message that resonates with your target audience. Personalize it if possible, using data like the recipient's name or company.

  Click on the scheduling option within the message composer. You'll normally find settings to specify the day, time, and frequency of your message delivery. 

  Review the details of your scheduled message before saving and activating it.

 Using Scheduled Messages for Lead Nurturing:

  Send a personalized welcome email to new leads, introducing your brand, sharing valuable content, and inviting them to connect further.

  Schedule automated follow-up messages after website visits, form submissions, or email opens, keeping leads engaged and moving them through the funnel.

  Send reminders to confirm attendance for webinars, conferences, or other events.

  Celebrate important milestones with customers or leads, showcasing your appreciation and encouraging continued engagement.

  When scheduling messages to multiple audiences, be mindful of different time zones to avoid sending messages at inconvenient hours.

  Avoid sending too many messages in a short period. Less is often more, especially when it comes to email.

  Experiment with different days and times to determine the most optimal delivery schedule for your target audience.  

  Monitor the open rates and engagement levels of your scheduled messages to gauge the effectiveness of your strategy.

By mastering the art of scheduling automated messages, you can ensure that your content reaches the right audience at the right time, maximizing your engagement and conversion potential.

Learn how to schedule emails, SMS messages, and other communications to be delivered at specific times.

Scheduling Automated Messages

Mastering Drift's Workflow Builder:  Creating Powerful Automated Processes

Drift's Workflow Builder is a powerful tool that allows you to create complex and customized automated workflows, extending the capabilities of playbooks and taking your automation strategies to the next level.  

  While playbooks are great for basic automation, Drift's Workflow Builder offers advanced features for complex scenarios, such as multi-step processes, conditional logic, and custom actions.

 Workflow Builder lets you define multiple steps, triggers, and actions, allowing you to create intricate workflows tailored to specific needs.

  Workflow Builder empowers you to automate a wider range of processes, including lead nurturing, campaign management, internal workflows, and more. 

  In your Drift dashboard, navigate to the "Workflows" section or a similar tab dedicated to automation. 

 Click "Create Workflow" to open the builder interface. 

 This is the initial event that triggers your workflow. Common triggers include page visits, form submissions, email opens, or chatbot interactions.  

  Drag and drop steps into your workflow, customizing each step with specific actions. Examples of common actions include sending messages, adding tags, updating CRM records, or triggering other workflows. 

 Add "if-then" conditions to your workflow to direct the flow based on specific criteria, such as visitor data, responses, or actions taken. 

  Schedule delays or wait times between steps within the workflow, allowing for time-based actions or pauses in the process. 

  Connect your workflow with other marketing, sales, or service tools through API integrations, creating seamless cross-platform automation.

  Before activating your workflow, test it thoroughly to ensure it works as intended. Once launched, monitor its performance and make adjustments as needed based on data and analytics.

 Create a complex workflow to automatically qualify leads based on specific actions, tag them accordingly, and send targeted nurture messages.

  Develop an automated workflow to welcome new customers, guide them through setup processes, and provide ongoing support.

 Build workflows to schedule and trigger campaign-related actions, such as sending emails, updating CRM records, and tracking campaign performance. 

  Automate internal processes such as task management, approval workflows, or data synchronization between systems.

  Start with simple workflows and gradually add complexity as you become more comfortable with the builder.

  Create documentation for your workflows to ensure consistency and maintainability. 

  Utilize Drift's help documentation and online community resources to learn more about workflow builder features and best practices. 

Mastering Drift's Workflow Builder unlocks a world of powerful automation possibilities, allowing you to streamline your processes, improve efficiency, and achieve your business goals.

A guide to the Workflow Builder tool for creating complex automated processes based on specific triggers.

Using Drift's Workflow Builder

Automating Lead Nurturing with Drift Playbooks

In today's competitive market, nurturing leads is crucial for converting them into loyal customers. Drift's powerful playbooks allow you to automate this process, ensuring that leads receive timely and relevant interactions, even when your team is busy. 

Understanding Lead Nurturing with Playbooks:

 Playbooks allow you to segment your leads and deliver personalized messages based on their behavior, interests, and stage in the sales funnel.

  Playbooks automate the entire lead nurturing process, freeing your sales team to focus on high-value tasks.  

  By delivering consistent and relevant interactions, playbooks help keep leads engaged and move them further down the sales funnel.

Crafting Effective Lead Nurturing Playbooks:

  Identify the specific segments of leads you want to nurture and understand their unique needs and challenges. 

  Visualize the steps a lead typically takes before making a purchase decision, and create playbooks that guide them through each stage.

  Determine what actions will trigger your playbooks. These can include website visits, form submissions, email opens, or other events.  

  Develop a series of messages, questions, or resources that actively engage leads and provide value to them.  

  Use visitor data to personalize your messages, making them more relevant and engaging.  

  Set up automated follow-up messages to ensure that leads stay engaged and don't fall through the cracks.

  Monitor the performance of your playbooks and make adjustments to optimize your nurturing strategies based on data and insights. 

 Common Lead Nurturing Playbook Examples:

  Send a welcome message, share valuable content, and introduce your brand to new leads.

  When a visitor downloads a white paper or ebook, engage them with a follow-up message offering additional resources or scheduling a demo.

  Trigger a message based on the pages a visitor views, offering relevant information or suggesting next steps.

  Recover abandoned shopping carts by sending a reminder message offering a discount or special offer.

  After a demo request, send personalized follow-up messages to qualify leads and schedule a follow-up meeting. 

  Include different forms of content, such as blog posts, case studies, webinars, and videos.

  Focus on providing valuable information and resources to your leads, rather than simply pushing sales messages.

  Don't overwhelm leads with lengthy messages or complex workflows. 

 Experiment with different messages and content to optimize your lead nurturing strategies.

By leveraging Drift's playbooks, you can automate your lead nurturing process, creating a personalized and engaging experience that drives conversions and builds stronger customer relationships.

Explore how to build Playbooks to nurture leads, send personalized messages, and qualify prospects.

Automation

Scheduling Automated Messages

Using Drift's Workflow Builder

Automating Lead Nurturing with Playbooks