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Marketing

Popup Marketing Campaigns

How to create a Popup Marketing Campaign in SAAS First 

Csilla Fehér image Written by Csilla Fehér
Back to articles Csilla Fehér image Written by Csilla Fehér

Popup Marketing Campaigns

What are Popup Marketing Campaigns?


Popup Marketing Campaigns are messages that will be displayed to your customers in your business's interface when customers visit a specific page. 


Please note that popup 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 Popup 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 by clicking on “+Add more”.  


Here you can select:

  • Filter rule
  • Include by select
  • Exclude by select  


If you wish to add more filters to target a larger audience, you can do that by clicking on “AND" or "OR” for relevant connections. 


Yo can also use specific Saved filters that you have already set up to reach out to predetermined groups of people.





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:  

  1. A specific URL: This means that if the audience visits the website you added to the trigger, the message will be sent to them.
  2. Cookie: Here, you have to enter your cookie name and the cookie value.
  3. Geolocation: Here, you have to enter the country in which you want your message to appear.
  4. Action: Here, you have to enter the action element sector and the type of action that will trigger the message (click, mouseover, mouseout, scroll)
  5. 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 for you, in order to be able to find the message easily later in the list.  

Select the team member you want to be sending the message. The audience will see that the message was sent from that person.


When creating a popup message, set up the popup settings:

  • Show cancel button or not
  • Show action button or not
  • If you want to show an action button, enter the text for the button and select the action type (reply or URL redirect). Replying will allow your audience to send you a message that will come into your Inbox. The URL redirect will drive your audience to a specific page that you enter. 



Once you are ready with that, you can enter your content. Here, you must add a title to the popup message and write the contact under that. You have rich formatting options to customize your texts. 



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 popup marketing campaign will be listed in the Messages. 

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