Create a campaign
Build an onsite campaign from a starting point or from scratch, with one to three versions of the message, a code, products, an email form and dates, and ask the AI agent for wording.
On this page
Campaigns belong to a chat. Open Convert, choose the chat's Campaigns in the sidebar and click New campaign. Only admins can create campaigns.
Pick a starting point#
Each starting point fills in conditions and a first message that you then change. Offers and amounts are left in [BRACKETS] for you to replace.
| Starting point | Shows when |
|---|---|
| Welcome a first-time visitor | First visit, after 20 seconds on the store |
| Catch a visitor about to leave | The visitor is about to leave |
| Nudge toward free shipping | The cart reaches an amount you set, on the cart page |
| Help on a product page | 45 seconds on a product page |
| Out-of-stock product | A sold-out product page, with an email form |
| Welcome back a returning visitor | Third visit or later |
Start from scratch gives you an empty campaign.
The message#
Write what the card says, up to 1,000 characters. Short works best: the card sits above the chat button, beside your page.
Add a version to test adds a second or third version for an A/B test. Each version has a share: with 70 and 30, about 70% of visitors get the first. A visitor keeps the version they saw first. A share of 0 stops showing that version without deleting it. Compare the versions in Performance.
Ask the AI agent for wording appears once the campaign is saved. Add a goal if you have one, such as more replies from first-time visitors, and click Ask. Your AI agent writes three short versions from the campaign's conditions and offer, in your brand's voice, and answers in a new Assistant chat, usually within a few minutes. It changes nothing in the campaign: copy the version you like into the message. The AI agent has to be linked to your helpdesk first.
Who sees it#
Add conditions; a visitor has to meet every one. Without conditions, the campaign can show to every visitor on a page with this chat. Campaign conditions lists them all.
Wait before showing: seconds to wait once every condition holds, up to 600.
Devices: computers and phones, computers only, or phones only.
The offer#
All of these are optional.
Discount code: shown with a copy button. Create the code in your store first; the helpdesk does not create or check codes, and every visitor gets the same one.
Products: up to three, each with a name, an https link to its page, and an image link and price if you want them.
Ask for an email address: adds a one-line form. The address is saved on a customer and nothing is sent to it.
Let visitors reply: on unless you turn it off. A reply opens the chat and becomes a chat ticket tagged
campaign.Sent by: the name above the message, either the chat's name or a teammate's first name.
When it runs#
Starts and Ends are optional and use the helpdesk's time zone. Status is Draft while you work on it, Active to show it and Paused to stop it. An active campaign whose start date has not come yet shows as Scheduled in the list.
The preview on the right follows your changes. With several versions, click A, B or C above it to see each one.
Click Create campaign to save. In the campaign list, the switch at the start of each row makes a campaign active or paused without opening it. Nothing shows on your store until onsite campaigns are switched on for the helpdesk and the chat; see Onsite campaigns.
To delete a campaign, open it and click Delete. Its figures leave Performance with it, so pause a campaign instead when you want to keep them.
Related articles
- Onsite campaignsShort chat messages that open by themselves for store visitors who match conditions you choose. What a visitor sees, what a campaign needs before it shows, and how often one visitor gets them.
- Campaign conditionsEvery condition an onsite campaign can use, where each one is checked, and what to look at when a campaign does not show.
- Campaign performanceWhat visitors did with each onsite campaign and each version of an A/B test, how the rates are worked out, and how to count orders that used a campaign's code.
- Chat with Haylee in the AssistantAsk Haylee about your helpdesk or have her build macros, rules, skills and actions, in chats that keep their history, with her changes proposed for your approval first.
Still stuck?
Write to the Growth Dept team and a person answers. Say which helpdesk you work in and what you were trying to do.