Setup

Refer to the table below to know about the sections present under Setup.

Fill in all the required sections and proceed.

The Advanced details has the following features:

• Set conversion goals: Add conversion goals to monitor key business metrics and measure the success of your web message campaign. You can track one conversion goal per campaign. Select any event as a conversion goal activity according to your objectives.
  For example, if you want to track the number of customers who have purchased shoes after your campaign was sent. (Event - Product Search, Product - Shoes).

Conversion Window: Select this option to define the time frame for successful actions after interacting with your campaign.

Revenue Parameter: Select this option to assign a value to each successful action for tracking financial impact.

• Control group: These are the number of your users that you intentionally exclude when sending campaign content. They serve as a reference point for evaluating the effectiveness of your campaign.

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NOTE:

Setting up conversion goal is mandatory to use control group feature.

To exclude users in the control groups, do the following:

1. Toggle on the control group to exclude the users in the control group from the campaign's target segment.
2. Specify the percentage of users to be excluded from the campaign using the scroller/ slider.

Audience

The Audience section allows you to select who to target your web messages to. It has the following sections:

• Trigger
• Select Pages
• Filters
• Select Contacts

Trigger:

A Trigger determines when to display the web message based on specific user actions or conditions. These include visiting the website, time since the last visit, cookies, and so on. Triggers help you target users effectively, ensuring engagement at the optimal moment. You can add up to 5 triggers in a campaign.

Refer to the table below to know about the Triggers available when creating a web message.

Select Pages

There are two options under Select pages.

Filters

Filters allow you to refine the targeting of your web message campaigns based on specific criteria. You can choose options like user type/span, platform, location, and event to make sure your messages reach the right people at the right time.

The user type/span, location, event and platform are set to 'All' by default. To modify, please select the desired filter and make the necessary changes.

Event

Events are specific user actions that trigger a web message. You can define criteria for up to five events to decide when the message should be displayed.
The events present here are Product Purchase, Lead Submitted, Product View, Product Search, Remove From Cart, Expiry Cart, Checkout, Add To Cart, Page Browse.

After adding Event of your choice, if you select NO under Performed tab, then the wait time option will be displayed.

Wait time is the duration after which a user will be presented with a web message. You can choose the wait time interval in seconds, minutes, hours, or days, and specify the value according to your preference.

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Note

Events not performed will be checked based on wait time. If wait time is not specified, then the user will be targeted in the next session. Not performed only works with And operator and more conditions cannot be added after using this.
You can select Second, Minute, Hour, or Day and add the value. You can only select one of AND or OR for the events you want to create; you cannot select AND for one and OR for another.

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Use Case for Wait Time

If a user views an iPhone on Amazon, adds it to the cart but doesn’t purchase it, you can select a wait time, e.g., 10 minutes. Then, if the user doesn't buy the iPhone within 10 minutes, they will be shown a web message. If you don’t select a wait time, the user will be shown this popup whenever they visit the website next.

Below the wait time, you'll find the Specify payload parameters option. Clicking on it will show the following options: Payload, Operator, Enter Value.

You can add up to 5 payload parameters under every event.

Refer to the below Use Case to understand the Payload parameters better.

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Use Case for 'Add to Cart' event

If you select All, then all the Add to Cart events should have the set payload parameters. If even one parameter isn’t available, the user wouldn't be considered as having completed the event.
If you select Any, then if the added payload parameters are available in any of the Add to Cart events, the user's entry is counted.
If you select Only Latest, then the added parameters should be satisfied in the last event the user has done before leaving the website.

Restrict condition to a session

Select Yes to track events only in the current session (e.g., user action during a single visit). Select No to track events across all sessions (e.g., user actions over multiple visits).

Refer to the below Use Case to understand Restrict condition to a session.

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Use Case for 'Add to Cart' event

Select Yes: This option tracks the add-to-cart event only within the current session. For example, if a user adds an item to their cart during a single visit to your website, this action is recorded. However, if they leave the site and return later, the previous add-to-cart action will not be counted for this criteria.

Select No: This option tracks the add-to-cart event across all sessions. For instance, if a user adds an item to their cart during one visit and then returns the next day to add more items, both actions are recorded.

Select Contacts

To launch your campaign, select the audience you want to reach. In the List / Segment section, you can define your target audience.

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Note

• Select list/segment from your saved segments because you cannot create a new segment in this section.
• Segments/lists in the audience section refresh every 24 hours.

Content

After the basic setup and defining the target audience, Content is the section where you can create your template. In this section, you can create your web message using two types of editors: DIY and HTML. Choose from a variety of layouts, elements, and widgets to make your template stand out.

Create the web message, then click the Live Preview button to see how it looks on the website. Toggle between desktop, mobile landscape, and mobile portrait views to see how it appears in different contexts.

4. Click the Next button to send your web message. The following option appears:

• Choose NO, SKIP & SCHEDULE if you don't want to save your template, .
• Choose YES, SAVE TEMPLATE If you want to save your template. Use this saved template in any campaign you like. To access it later, select it from the available templates.

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Note:

Any edits made to an existing template won't affect campaigns created using previous versions of that template.

Schedule

Finish creating and previewing your web message, then schedule your campaign.

• Under Start campaign, select Send Now to send immediately or select Send later to send it on your desired date and time.
• Under Campaign frequency, you can control how many times a user views your campaign.
  You have three options under Select the frequency.
  • Time per session: Number of times web message is shown per session.
  • Time per day: Number of times web message is shown per session
  • Time per campaign: Number of times web message is shown per campaign.

Fill in the required fields as per your preference. You also have the option to select Additional Settings prior to saving your campaign.