Initial Checklist

We need to create 4 segments in Drift: https://app.drift.com/users

Has not reviewed

  • On the left, click Add Filter
  • Click **Event**
  • Click **advocately-submitted-review**, then select **less than**, then type in *1*. 
  • Click **Add Filter**
  • Click **Event**
  • Click **stop-workflow-advocately**, then select **less than**, then type in *1*
  • Click **Save Dynamic Segment**, then name this segment *Has not reviewed*

We want to only request reviews from people who have not yet reviewed. 

Our next 3 segments are based off of this first segment; we only want to message people that match these filters.
This next segment will be for users who are recent promoters: you will be modifying the “Has not reviewed” segment and adding one filter

Advocately Touch 1

Click Add Filter

  • Click **Event**
  • Click **nps-promoter-advocately**
  • Click **is less than or equal to** and set the time to 3 days ago
  • Click **Save Dynamic Segment** and name this segment *Advocately Touch 1*

This next segment will be for users who did not review after the first request, again you will be modifying the “Has not reviewed” segment and adding two filters

Advocately Touch 2

  • Click **Add Filter**
  • Click **Event**
  • Click **nps-promoter-advocately**
  • Click **is greater than** and set the time to *3* days ago
  • Click **Add Filter**
  • Click **Event**
  • Click **nps-promoter-advocately**
  • Click **is less than or equal to** and set the time to *8* days ago
  • Click **Save Dynamic Segment** and name this segment *Advocately Touch 2*

This next segment will be for users who did not review after the first or second requests, again you will be modifying the “Has not reviewed” segment and adding one filter

Advocately Touch 3

  • Click **Add Filter**
  • Click **Event**
  • Click **nps-promoter-advocately**
  • Click **is greater than** and set the time to *8* days ago
  • Click **Save Dynamic Segment** and name this segment *Advocately Touch 3*

Campaigns

Now that we have segments, we want to create our campaigns. These can be a mix of email and in-app (and we actually recommend this). 

Advocately Touch 1 Campaign

The First message can be either in-app or email, we recommend email.

  • Go to Drift campaigns: https://app.drift.com/wizard/message 
  • Copy the subject and body from the first touch your campaign in Advocately.
  • Click **Next** at the bottom
  • Pick a Segment (Select **Advocately Touch 1**)
  • Change Send This from **Right Now** to **Until I manually shut it off**
  • Click **Next** at the bottom
  • Name your Campaign Advocately Touch 1

Advocately Touch 2 Campaign

The second message can be either in-app or email, we recommend in-app.

  • Copy the subject and body from the second touch your campaign in Advocately.
  • Click **Next** at the bottom
  • Pick a Segment (Select **Advocately Touch 2**)
  • Change Send This from **Right Now** to **Until I manually shut it off**
  • Click **Next** at the bottom
  • Name your Campaign Advocately Touch 2

Advocately Touch 2 Campaign

The third message can be either in-app or email, we recommend email.

  • Copy the subject and body from the third touch your campaign in Advocately.
  • Click **Next** at the bottom
  • Pick a Segment (Select **Advocately Touch 3**)
  • Change Send This from **Right Now** to **Until I manually shut it off**
  • Click **Next** at the bottom
  • Name your *Campaign Advocately Touch 3*

Final checkup

  • Check you have enabled Drift within Advocately 
  • Click **Settings**
  • Toggle **Enabled** to true
  • Click **Update Settings**
  • Check that your campaigns are live in Drift
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