Personalize Drift welcome messages by including a visitor's company name

Looking to boost live chat engagement? Personalizing your live chat greeting by including a visitor’s company name can help. For instance, if someone who works at Amazon is visiting your website, a “how can we help Amazon with…” welcome intro will likely convert higher than “how can we help your company today?” Using Segment, Clearbit, and Drift, you can incorporate company name personalization into your Drift chat in a matter of minutes.

How this works:
  1. Connect Clearbit Reveal to your Segment workspace to automatically send site visitor data to your various Segment destinations
  2. Use Segment to sync Clearbit Reveal data into Drift to identify and enrich anonymous visitors with matched company name
  3. Build a Drift welcome message playbook and insert a Clearbit company name or domain name token in your chat
Steps to get started:
  1. Connect Clearbit Reveal to Segment
  2. Get data flowing from Segment to Drift
  3. Setup a Drift welcome playbook with a Company Name token in your Drift account
Tools you need:
Connect Segment + Drift

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How Drift works with Segment

The most popular way to install Drift without using Segment is to copy a Drift-generated javascript snippet into the head tag of your website. Any events and traits you collect with Segment, including mobile, server, or client side, will automatically land in Drift so you don’t need to implement any duplicate tracking.

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