Drift Prospector

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  • 6 Topics
  • 1 Reply

6 Topics

Julie O
Drifter
Julie ODrifter
asked in Drift Prospector

Ability to Turn off Live Chat for some Roles

Customer would like the ability to live chat to be removed from all roles access. Customer doesn’t want chat reps to proactively chat in with site visitors but wants to allow site visitors to determine when/if they are ready to speak to sales. Currently there is no way to remove access to Live Chat. 

0
Julie O
Drifter
5 months ago
Mike Caspers
Mike CaspersNew Participant
asked in Drift Prospector

Prospector Live View filter using Current Page

Do our reps need to use wild card characters when trying to filter users using Current Page?  When we type parts of known URL’s into here, they are typically getting no results back, even when we are testing it with someone already on that page no results come back.  I’d love to coach my teams on how best to use these filters so the tool provides more value.

1
Daniel
Drifter
6 months ago
Nic Brown
Community Manager
Nic BrownCommunity Manager
posted in Drift Prospector

How to Create Custom Filters for Target Accounts in Prospector and Turn on Notifications for Them

Drift Prospector helps salespeople be more productive by engaging with the right people at the right time. The ability to target accounts automatically prioritizes specific accounts, centralizes insights on behavior across the buying team, and gives Sales Reps an opportunity to follow up all from a single interface.  To do this, it’s helpful to set up target account filters, and turn on notifications for those accounts. To filter your target accounts in Drift Prospector, you'll first need to create a saved filter.  To create a saved filter:Go to Activity Use the dropdown to select all accounts Click Create Saved Filter or FilterIn the Pop up: Enter the name for the filter Set your preferences Select what you'd like to filter from the drop downs. Click SaveOnce you have your filters created, you can access them by viewing the Your Saved Filters section of the dropdown at the top of the screen (as seen below.)  In addition, you'll also find all your target account notifications by clicki

0
Nic Brown
Community Manager
7 months ago
Nic Brown
Community Manager
Nic BrownCommunity Manager
published in Drift Prospector

How to Set Up Drift Prospector with Multiple Account Owners in Drift

At Drift, we recognize that as sales teams scale, it’s customary to have multiple reps involved in the sales process for a given account. In Salesforce, there may be an “Account Owner” set, as well as a custom field on every account like “BDR Owner”, “SDR Owner”, or “Account Manager”. To let all Drift users involved in the sales process get the most out of prospector, we support setting up the prospector view according to any of these account attributes.  Billing Plan: Features explained in this post are available for Premium or above plans and require that you have accounts syncing to Drift through our Salesforce integration or by CSV upload.In this article, we'll cover:Setting Up Your Accounts Updating Your Synced Accounts Using The New Owner Attribute In Target AccountsSetting Up Your Accounts Create Drift account properties. For details on adding properties to your Synced ABM list, check out this help doc here. You first need to ensure that Drift is configured with the properties f

50
Nic Brown
Community Manager
7 months ago
Lauren Vidoni
Drifter
Lauren VidoniDrifter
posted in Drift Prospector

Drift Admins: Set your outbound reps up for success with admin managed account notifications

Did you hear that Drift rolled out admin-managed filters for end users last week in Drift Prospector?   Drift Prospector helps salespeople be more productive by engaging with the right people at the right time - when they’re on your website, and already highly engaged.  It only makes sense toCollect buying signals from across your tech stack to prioritize target accounts and members of the buying committee and focus on outreach Save time mapping your accounts and know who to reach out to, and what to say Get notified the instant someone lands on your site, so you can engage them in a real-time conversationInstead of relying upon each individual to correctly configure their Drift experience, we built the ability for sales managers to set a filter as the default to users and teams based on their territory or book of business via the following process:  As an admin, navigate to Prospector by clicking on the Prospector tab.  Once in Prospector, click filters and set the constraints you wan

0
Lauren Vidoni
Drifter
1 year ago
tmanley
Drifter
tmanleyDrifter
published in Drift Prospector

What is The Live View in Prospector

Drift’s Live View gives you the ability to see who is on your site at any given moment in real time. This can be used to initiate conversations with site visitors or to gain insight into which pages of your site may be the most popularTo being using the Live View, click on the prospector dashboard tab > view all (as seen in the screenshot below). View all button on the prospector dashboard.The Live View page (shown in the screenshot below) shows you who is on your site at any given moment. Here, Drift will display:Name (if they’ve been cookied and identified by Drift previously) Account Current page Time on site Approximate location Account Owner Buying stage (must be connected to 6sense)Live View page with filter buttons highlighted.You can use the buttons at the top of the screen (seen in the screenshot above) to:Show anonymous site visitors Show up to 250 visitors Sort by most relevant - This option surfaces accounts based on account ownership and visitor engagementAlong with the

130
tmanley
Drifter
1 year ago

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