Creative Conversational Marketing (audio)

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