Overview

Drift is a conversational marketing platform with customer conversations at its core. Drift gives you the website engagement metrics, insights, and analytics to continually optimize and improve across both marketing and sales. Integrating Lytics with Drift enables you to import Drift's conversation, message, and customer data to add to your Lytics user profiles.

Authorization

If you haven't already done so, you will need to set up a Drift account before you begin the process described below.

Setup Drift App and Webhooks

Note this will only need to be done once per account.

Go to Drift's developer site and click on Build your app or Create new app after logging in.
Click on OAuth & Scopes
Under the scopes heading, from the add permissions by scopes Dropdown, select the following permissions:
- contact_read
- conversation_read
Under the Display Information tab, set the app name to "Lytics Integration".
Under the Install to Drift tab click the Install App to Drift button to generate an OAuth Access Token. This will be used to authenticate with Drift.
Copy the Oauth Access token that replaces the Install App to Drift button.

If you are new to creating authorizations in Lytics, see the Authorizations documentation for more information.

Select Drift from the list of providers.
Select the Drift App Key method for authorization.
In the Label text box, enter a name for the authorization
(optional) In the Description text box, enter a description for this authorization
In the App Key text box, enter your OAuth Access Token.
Click Save Authorization.

Import Activity Data

Importing user and activity data from Drift results in new users or existing user profiles supplemented with Drift conversation data. You can use this data to build and refine your existing Lytics audiences to power better, cross-channel campaigns.

Integration Details

Implementation Type: Client-side Integrations.
Implementation Technique: REST API Integration and/or Webhook Integration.
Frequency: Batch Integration and/or Real-time Integration.
Resulting data: User Profiles and Content.

This integration uses Drift's Conversation API to import conversations. Once the job is started, it will:

Retrieve conversations from Drift
Retrieve contacts assocatied with each conversation.
Retrieve messages associated with each conversation.

Fields

The following fields are included in the default mapping of the drift_contacts stream:

Source Field	Lytics User Field	Description	Type
city	city	City	string
contact_id	dr_contact_id `unique id`	Drift Contact ID	string
country	country	Country	string
email(email)	email `unique id`	Email Address	string
emaildomain(email)	email_domain	Email Domain	string
employer	employer	Employer	string
epochms(start_date)	dr_start_date	Drift Start Date	number
first_name	first_name	First Name	string
full_name	name	Full Name	string
last_name	last_name	Last Name	string
phone	phone	Phone Number	string
set(split(tags, ","))	dr_tags	Contact Tags	[]string
state	state	State	string
title	job_title	Job Title	string

The following fields are included in the default mapping of the drift_conversations stream:

Source Field	Lytics User Field	Description	Type
contact_id	dr_contact_id `unique id`	Drift Contact ID	string
conversation_id	dr_conversation_id `unique id`	Drift Conversation ID	string
count(msg_author_type)	dr_contact_msg_ct	Drift Contact Message Count	int
count(msg_id)	dr_msg_ct	Total Drift Message Count	int
georegion(msg_ip)	region	State/Province	string
max(epochms())	dr_last_msg_ts	Time of Last Drift Message	date
min(epochms())	dr_first_msb_ts	Time of First Drift Message	date
msg_city	city	City	string
msg_country	country	Country	string
msg_postal_code	zip	Zip	string
valuect(hourofday())	dr_hourly	Drift Active Hour of day	map[string]intsum
valuect(hourofweek())	dr_hourofweek	Drift Active Hour of Week	map[string]intsum
valuect(yymm())	dr_yymm	Drift Active Months	map[string]intsum

Configuration

Follow these steps to set up and configure an import job for Drift in the Lytics platform. If you are new to creating jobs in Lytics, see the Data Sourcesdocumentation for more information.

Select Drift from the list of providers.
Select the import job type from the list.
Select the Authorization you would like to use or create a new one.
Enter a Label to identify this job you are creating in Lytics.
(Optional) Enter a Description for further context on your job.
(optional) Select the Keep Updated checkbox to import continuously.
(optional) In the Start Date text box, enter a date to begin importing data from. Please use the format yyyy-mm-dd, e.g. 2021-11-19.
(optional) Select the Skip Messages checkbox to skipping importing message details.
(optional) Select the Skip Contact Details checkbox to skip importing contact details.

Drift Import Config

Click the Start job button to start the job

Configure Webhooks

Lytics highly recommends setting up Drift event webhooks for real time event capture of your events. This will allow Lytics to get real-time activity data on your Drift integrated conversations.

Note: If you are running a continous import from Drift and using webhooks, some user activity data may be captured twice.

Go to Drift's developer site and click on Build your app or Create new app after logging in.
Click on OAuth & Scopes
Under the scopes heading, from the add permissions by scopes Dropdown, select the following permissions:
- contact_read
- conversation_read
Under the Events tab:
- Fill in the request URL with https://api.lytics.io/api/collect/json/drift?access_token=YOUR_API_TOKEN where YOUR_API_TOKEN is your Lytics API token. You can create a new Lytics API token from your Lytics account settings.
- Under the Subscribe to events heading add contact_identified, new_message, and new_conversation.
Under the Display Information tab, set the app name to "Lytics Webhooks".
Under the Install to Drift tab click the Install App to Drift button. Lytics will start receiving the selected events from drift