Guide: Using Drift with Databox

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How to connect Drift to Databox

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How to connect Drift to Databox

To connect a Drift Account in Databox, go to Data Manager > + New connection . Type Drift in the search bar and click on the green Connect button. 

This will open the Authorization window, which is where you will be prompted to enter your Drift login credentials and authorize the Databox app. 

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How much historical data is synced when you first connect Drift to Databox?

The accessibility of historical data from Drift's API is very dependent on the Metric itself. "Total Metrics," like "Total Conversations" and "Playbook" Metrics, do not have historical data available. Only the total count is available in Databox. Daily data is not available for these Metrics, so the total current value can only be visualized cumulatively. 
The "New Contacts" Metric is calculated through a backend equation that subtracts the current number of Total Contacts from the last data sync of the Total Contacts Metric. Daily data is available for this Metric, but historical data is not accessible from before the Data Source is connected in Databox. 

The "New Conversations" Metric has daily values available. After the first data sync, we collect 2 years worth of historical data. Every additional data sync accesses 3 days worth of historical data. 

Two years worth of historical data is available for the following Metrics: "Average Time to First Response," "Average Time to Close," "Median Time to Close," and "Median Time to First Response."
Pro Tip: Once your Drift Data Source is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical Drift data in your Databox reports. Learn more here

How to access pre-built Drift Templates

1
 Navigate to the  Templates page
2
 In the Data Source drop-down list, select Drift
3
 To view a preview of the Template populated with dummy data, click Preview
4
 To pull the Template into your Account and re-populate it with your own Drift data, click Use Template
5
 Select the appropriate Drift Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected Drift Account and can be found on the  Databoards page
Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

Popular Drift Templates

Drift Drift Essentials: Getting Started with Chat
This Drift dashboard provides insights about new and closed conversations, reply times by team members and more.
This dashboard, authored by ConnectEngine, helps a team get started on the right foot in Drift by tracking the essential metrics in plain language.

How to build a Databoard using Drift data

1
 Navigate to  Databoards > + New Databoard > Start Blank
2
 Click on the Datablock Library icon on the lefthand side of the Designer
3
 Select the appropriate Drift Account  from the Data Source drop-down list in the Datablock Library
4
 View the list of pre-built Drift Datablocks in the Datablock Library. Drag and drop your selected Datablock onto your Databoard    
5

 If a pre-built Datablock isn't available for your use case, click on the  Visualization types icon under the Datablock Library icon

6
 View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
7
 Click on the Datablock on the Databoard to open the corresponding Datablock Settings on the righthand side of the Designer
8
 Select the appropriate Drift Data Source and Metric in the righthand Property Manager. This will update the Datablock settings and will populate the Datablock with the appropriate data
 
9
 Complete steps 4-8 until your Databoard is complete

Popular Drift Marketing Metrics

New Conversations Avg Time to First Response New Contacts




Total Conversations Avg Time to Close Total

View a full list of Basic Drift Metrics available in Databox here.


Additional Information

  • All Drift reports in Databox are set in the Time Zone that the Drift account is set to.
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