Best practices for capturing great accounts from the Live Feed

My favorite feature so far - the website visitor live feed!

I love seeing what companies are hitting our pages... companies I never would have thought to target but are still within our ideal customer profile.

The problem is, once they disappear from our site, there's no historical record of them visiting.

(I looked, and I assume you can't go back and view historical records of visits if they aren't in our account list. Correct?)

Now I'm trying to figure out the best practices for capturing this information to fine-tune our strategies in the future. Does anyone do anything clever to capture the live feed info?

I would LOVE to click a button on certain companies and shove them into our account target list. The key objective for us is to see a historical log of engagement - this is how sales knows where to spend their time.

Comments

  • Hi Brooke from Smartbridge,

    Natalia from Drift support here 👋 Thank you for your question!

    Those records are available in Drift. However, it might be difficult to find them if they are anonymous or if you don't know/haven't captured their email address, IP address, phone number etc.

    If you go to Live view and click on a particular 'Site visitor', you will get taken to their contact record and will be able to view their activity on your website in the 'Activity timeline' tab.

    I think that the best practice would be to engage with site visitors from companies which are your ideal prospects when you see them browsing your website. In Live View, you can actually click the button 'Chat' to start a conversation with that particular site visitor. This would be a great way to engage with your prospects and collect information which we could then sync over to your CRM/MAP integration, like Salesforce. Once this is done, you will be able to add the account to your targeted list.

    Hopefully, this helps! It looks like you might be a Drift user from the Smartbridge account, if you have any further questions you can always reach out to us via email - [email protected]

    Best wishes,

    Natalia from Drift Support