Adding a New Campaign

Campaigns are a powerful way to proactively engage with your website visitors. You can use them to welcome new users, offer support, generate leads, and announce updates. This guide will walk you through the process of creating, customizing, and launching a new campaign.

How to Add a New Campaign

1. Navigate to the Campaigns Section

First, you need to go to the main campaigns dashboard.

1. From the main navigation menu on the left, click on Engagement.

2. Under the Engagement menu, select Campaigns. This will take you to the "All Campaigns" dashboard, where you can see ongoing, scheduled, and inactive campaigns.

2. Start a New Campaign

1. Click the + New campaign button located in the top-right corner of the screen.

2. If you have more than one team, you will be prompted to choose which team to add the new campaign to. Select the most appropriate group (e.g., General, Sales).

3. Choose a Template

You can create a campaign using a pre-built template to get started quickly.

1. In the "Add new campaign" window, browse the available templates.

2. You can filter templates by Use-Case on the left, such as Welcome, Lead generation, or Updates.

3. Click on the template that best fits your goal. For this example, we will select the Schedule a meeting template under Lead generation.

4. Customize the Campaign Content

Once you select a template, you'll be taken to the campaign editor.

1. Edit Text: Click directly on the headline or body text to rewrite the message and tailor it to your brand's voice.

2. Add an Image: Click the Upload or choose image area to add a visual element to your campaign.

3. Configure the Button: Click on the call-to-action button (e.g., "Book demo") to open its settings panel on the right. Here you can:

• Change Button Style: Select a new function for the button, such as Open link, Send message, or Phone call.

• Update Button Text: Change the text that appears on the button.

• Set Destination: For an Open link button, enter the Website URL where you want to direct visitors.

• Click Done to save your button changes.

5. Set Display Conditions and Targeting

Define exactly when and to whom your campaign should appear.

1. On the right side of the editor, find the "Where to show this campaign" panel.

2. From the dropdown menu, you can choose whether the campaign should be displayed on everywhere or only on specific pages.

3. For detailed targeting, click Add or edit conditions.

4. In the "Edit conditions" pop-up window, you can configure the following:

• Who will receive this campaign? Target All visitors, First time visitors, or Returning visitors.

• How many times to show this campaign? Choose between showing it On every visit or only Once per user.

• When to show this campaign? Decide if it should display All the time or Only when agents are online.

• How long to delay this campaign? Set a time in seconds to wait after a page loads before the campaign appears.

• You can add your other custom conditions by clicking on the plus icon at the very bottom of the pop-up window.

5. Click Done to save your conditions.

6. Publish or Schedule Your Campaign

Once your campaign is ready, you can set it live immediately or schedule it for a future date.

1. To publish immediately: Click the Publish button in the top-right corner.

2. To schedule for later: Click the Schedule (calendar) icon next to the publish button. Choose a start and end date for your campaign to run, and then click Schedule.

After publishing, a confirmation message will appear, and your new campaign will be visible in your Ongoing Campaigns list.