What are Chat Marketing Campaigns?
Chat marketing campaigns are messages sent to your customers via live chat. When they open your business, your customers will find the message you sent them there.
You must install the live chat on your website to create a chat marketing campaign. To read more about how you can install the chat, click here.
Please note that chat marketing campaigns are only available in the Advanced Business plan.
How to Create a Chat Marketing Campaign?
To create a chat marketing campaign, select the Marketing Module on the left menu and choose the Chat message option on the left.
Audience
First, you have to select the audience you want to send the message to.
All your customers and subscribers are listed here, and you can add specific filter(s) to the list in order to target a narrower audience for your messages.
If you wish to add more filters to target a larger audience, you can do that by clicking on “+Add more”.
Here, you can select:
- Filter rule
- Include by select
- Exclude by select
At the top of the page, you can select the Filter type:
- Custom, where you can add customized filters to the list of customers
- Or you can set up predefined filters as well for easy access
Next to the Filter type, you can select the Send type:
- One time: The message will be sent to your customers once, when you schedule it, and never again.
- Dynamic: The message will be sent to your customers whenever they fulfill the requirements you set up in the filters for the message.
At the top right corner of the page, you can see the number of customers you are targeting based on the filters you have added.
Triggering
At the Triggering menu point, you can select the type of trigger that will make your message appear to the customers.
The trigger can be:
- A specific URL: This means that if the audience visits the website you added to the trigger, the message will be sent to them.
- Cookie: Here, you have to enter your cookie name and the cookie value.
- Geolocation: Here, you have to enter the country in which you want your message to appear.
- Action: Here, you have to enter the action element sector and the type of action that will trigger the message (click, mouseover, mouseout, scroll)
- API call: Here, you have to enter the API endpoint to trigger the message.
Content
At the Content menu point, you have to create the actual content of what you would like to send to your audience.
Add a title to the message. This will only be visible to you so you can find the message easily later in the list.
Next, select the category of the message you want to send. These categories can be defined by you in the Marketing Setup.
Select the team member from whom you want to send the message. The audience will see that the message was sent from that person.
When creating a chat message, select the appearance of the message:
- Badge: A small indication that there's a new message in the chat.
- Full message: The complete message is displayed next to the chat icon.
- Preview message: The beginning of the message is displayed next to the chat icon.
- Preview time limit: The number of days you want to display the message until your audience doesn't open it.
Then, you can start writing the content of your chat message. You can format the message however you wish with the rich formatting options.
Scheduling
The scheduling of your message can be:
- Immediately sent
- Or you can enter a specific date when you want your message to be sent
You can choose to
- never end the campaign (in the case of dynamic campaigns)
- or you can enter a specific date when you want your message-sending to end
Goal
Finally, you can choose from several goals you would like to achieve with your campaigns and messages. When you set a goal for your marketing messages, you will be able to see their success in the statistics.
Once you are done with craft your chat marketing campaign, you can click on the following:
- Save changes: The message will not be sent but saved and marked as a Draft.
- Save and Activate: The message will be saved and automatically sent to your audience.
Your completed chat marketing campaign will be listed in the Messages.
