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Drift

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Overview

The Drift Integration allows you to install chat bot widgets on event pages in Goldcast. These widgets interact with Event Users by asking a series of predefined questions that you've set up in your Drift account and can be used for engagement purposes such as gauging interests, scheduling product demos, and signing up for future newsletters.

Prerequisites

The following prerequisites must be satisfied before you can begin the Drift integration process.

Goldcast

Event Organizer access to your instance of Goldcast Studio.

Drift

In order to integrate Drift with your Goldcast Studio, you will need a Drift account with permissions to access and update content on the Playbooks and Settings pages.

 

Connect Goldcast Studio to a Drift Account

Please review the following steps for connecting a Drift account to your Goldcast Studio:

  1. Login to your Drift account.
  2. Select the Drift Widget link from the Settings page menu.
  3. Scroll to then open the Install section followed by the JavaScript section.
  4. An embedding script will display. Scroll to the bottom of the script until you locate a line of code that begins with "drift.load."
  5. Copy the widget ID value inside of the parenthesis without the quotation marks. 
  6. Log in to Goldcast Studio and click the hamburger icon hamburger-menu-line-icon-free-vector.jpgon the top left.

    DRIFT_settings.jpeg
  7. Select the Integrations Tab next.
  8. On Integrations page , click on Javascript Embeds from the left menu.
  9. Click on Drift.

    Goldcast Studio 2023-08-28 at 3.09.10 PM.jpg
  10. You will be directed to Drift settings page , paste the widget ID you copied earlier into the Drift Script field, then select the Connect button.
  11. A success toast message will appear at the top to indicate that the changes made above have been saved.

Now that your integration is complete, you will be ready to begin configuring drift bots for your events. Please review the following sections for instructions on doing so.

Enabling a Drift Chat Widget for an Event Landing Page

When the Drift chat bot is enabled for an event, configured chat bot in your Drift account will appear on the event landing page for guests before entering the event. You can either use Drift's default greeting option or create a playbook to configure the display messages guests will see when they interact with the chat widget. For instructions on setting up playbook in Drift, click here.

If you are using a Playbook

Make sure that the playbook you are planning to use is in a  turned on status. Playbooks are turned on in the Chat playbooks tab of the Playbooks page.

If you are using a Default Greeting

You will need to make sure that Drift Widget icon visibility is enabled. This is configured in the Drift Widget tab of the Settings page.

The Drift Widget Settings page is also where you can edit the default greeting for your chat widget.

Once you have configured a playbook or default greeting in Drift that you would like to display on the event landing page , you are ready to enable the chat widget for your Goldcast event!

 

  1. Selecting the Event in Goldcast
    • Log in to Goldcast Studio with your credentials.
    • Click the hamburger icon hamburger-menu-line-icon-free-vector.jpgon the top left, and select the Events tab to get a list of all your events.                          
    • From the Events list, choose the event you want to set up the Drift integration for. You will be redirected to the Event Dashboard page.
  2. Access Integrations :
    Goldcast Studio 2023-08-28 at 4.03.14 PM.jpg
    • Click on the Integrations option from the left panel to view the list of integrations available for the event.
      Alternatively, you can click on the Configure option in the Integrations available section within the Event dashboard.
  3. Navigate to Drift Settings
    On the integrations page locate and click on Drift. A drawer opens from the right displaying available Drift settings.
    Goldcast Studio 2023-08-28 at 4.06.29 PM.jpg 
  4. Enable Drift Chat bot on Event Landing page :
    • The chat bot setting is disabled by default. Click on the ABM Bot App toggle to enable it. Once it has been enabled, the toggle label will be updated to ABM Bot App Enabled.
    • Click on Save.

      Goldcast Studio 2023-08-28 at 5.30.52 PM.jpg

 

 

Now, a chat bot will appear on your event's  landing page to greet users once they visit the landing page to enter the event.

Enable a Drift Conversational Landing Page for Your Event

The Drift Conversational Landing Page integration adds an additional chat bot tab to the Space page for your event. This feature can be used to ask event guests a predefined list of questions to help gather additional information about them for future communications and events.

Playbooks are set up in the  Chat playbooks tab of the Playbooks page. You can either create a Landing Page playbook or use an existing bot playbook in a landing-page format. For instructions on setting up conversational landing pages in Drift, click here.

To enable a conversational landing page for an event you will need:

  • To ensure that the playbook you have configured in Drift is in a turned on status.

     

  • The landing page URL for your playbook.

If you are using a Landing Page playbook

Select your Landing Page playbook from the Chat playbooks tab. Once you have been redirected, select the Share tab at the top of the page, then copy the URL.

If you are using a Bot playbook

Select your  Bot Type playbook from the Chat playbooks page. Once you have been redirected, select the Landing Page tab at the top of the page and copy the URL.

 

After you've copied your playbook URL, you will be ready to connect it to your Goldcast event!

  1. From the Goldcast Events page, select the edit icon that corresponds with the event you would like to add your Conversational Landing Page to.
  2. You will be redirected to the event's Details page. Select the Connected Apps link from the Event Panel to continue.
  3. Select the Open button on the Drift tile.

  1. Select the Conversational Landing Page Enable toggle to enable it then paste the Drift Landing URL you copied earlier into the provided field. 
  2. Select the Set as Default Tab in Chat checkbox if you would like your guests to land on the Drift chat tab by default when they first join your event.
  3. Click the Save Changes button to complete the integration process.

Now, a Drift tab will display on the Space page for your event and initiate a conversation with users after they have joined it.

  

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