The welcome message displayed to customers is now personalized based on their company name.Click ‘Save’ to save the changes to this message within your Online Welcome Playbook.Enter a ‘Default Value’ to be displayed when there is no data for this visitor and click ‘Save’.Click here to see a list of all RollWorks attributes. We suggest using rwCompanyName or rwCompanyIndustry for this use case. Scroll down and click the specific RollWorks attribute you want to add to this chat message to personalize it for your visitor.Under user attributes, type rw to search for the RollWorks attributes available.Click the box containing the first message.Select the Playbook that you want to edit, for example, the default 'Online Welcome Message'.Login to Drift and go to ' Playbooks' > 'Chat Playbooks'.Route conversation based on Journey Stageįor accounts with a Journey Stage = Engaged route to reps who can perform sales demos to move the account along the buying journey. Route conversation based on Account List and/or Group membershipįor accounts that are on an Account List made up of high priority/tier 1 accounts, route their site visitors to reps who can provide a white glove experience. Route conversation based on firmographic data like Company Size or Company Revenueįor larger accounts route the conversation to a live sales rep or offer to book a meeting. The case plays below are only a few examples, you can use this example as inspiration to create your own chatbot conversation experience in Drift using RollWorks data to route conversations. Route conversations based on RollWorks data Share specific online demos or on-demand webinars for specific product lines based on the visitor’s firmographic data like company size.
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