> For the complete documentation index, see [llms.txt](https://docs.omnichat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.omnichat.ai/en/features/marketing-automation/remarketing-messages-2.0/remarketing-messages-set-up.md).

# Remarketing Messages: Set-Up

In this section, we will walk you through the steps in setting up a remarketing campaign using the Remarketing Messages 2.0 module.

## Accessing the Remarketing Messages 2.0 Module

1. From the Main Menu, navigate to the "Marketing Automation" module.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-29/e2a4f403-b15f-4026-bb2f-0fbfcc4a32cf/user_cropped_screenshot.jpeg?tl_px=0,367\&br_px=1719,1328\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=78,276)

2. At the dropdown menu, select "Remarketing Messages".

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-29/d2a51dfe-8388-4663-8d8d-2ace57751f69/user_cropped_screenshot.jpeg?tl_px=0,520\&br_px=1719,1481\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=100,277)

3. Once at the module, select "New Campaign" located at the top right section of the page.
   * You will be presented with two options:
     * Preset templates: These pre-built options can jumpstart your campaign setup.
     * Blank template: This allows you to build your campaign from scratch.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-29/f6756e65-7111-49b0-a516-d4ea694e5d47/user_cropped_screenshot.jpeg?tl_px=602,0\&br_px=2150,865\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=919,52)

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-29/f019bef8-dfaf-45d1-878f-b0d315e55c6d/user_cropped_screenshot.jpeg?tl_px=0,157\&br_px=2150,1438\&force_format=png\&width=1120.0)

4. In this example, we are selecting the Blank Campaign Template as this option gives you a fresh canvas to build your campaign from scratch.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-29/d840810f-7dda-45d0-806d-2a7fcc0fc148/user_cropped_screenshot.jpeg?tl_px=0,12\&br_px=2150,1293\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=236,297)

## Setting Up Your Campaign

{% hint style="info" %}
Before diving into the setup process, ensure you have the Omnichat website chat plugin installed on your website. This will allow the remarketing messages to trigger and display correctly for your visitors.
{% endhint %}

1. Begin the set-up by naming your campaign.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-29/b332f351-426e-489f-a300-f1226d6bfd52/user_cropped_screenshot.jpeg?tl_px=0,0\&br_px=2150,1281\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=301,117)

2. After that, set the date range for your campaign. If you would like the campaign to run indefinitely, then keep the "No Time Limit" option which has been pre-selected for you.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-29/296dba1d-aa30-4f66-b22a-51f3da8d74e2/user_cropped_screenshot.jpeg?tl_px=0,148\&br_px=1547,1013\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=487,277)

3. This section lets you control where your remarketing messages is shown. There are two main options:
   * **Any Pages:** Choose this if you want the message to be displayed to users who visit **any page** on your website (e.g., visited your landing page).
   * **Specific Pages:** Select this if you want the message to be shown only to users who visit **particular pages** on your website (e.g., product pages they viewed but didn't purchase from).

{% hint style="info" %}
Remember, only pages that contain the Omnichat plugin will apply for this setting!
{% endhint %}

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-29/fddf5c9a-d094-4fa0-8594-bfc5364f6940/user_cropped_screenshot.jpeg?tl_px=17,373\&br_px=1564,1238\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=523,277)

4. After that, go to "Total Visits", where you can control how many times a contact has to visit your website (or specific pages, if chosen) before they see the remarketing messages. This helps prevent overwhelming your visitors with messages if they haven't shown strong interest.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-29/9734f562-dbdb-4cd6-a071-7020cfe35cd6/user_cropped_screenshot.jpeg?tl_px=0,605\&br_px=1547,1470\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=482,277)

5. If you would like the message to appear on every visit, you can set a minimum time spent on the page as an additional trigger. This ensures that your contacts have somewhat engaged with the page(s) before seeing the message.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-29/7a28fabc-1615-45dd-8862-fe871a371fab/user_cropped_screenshot.jpeg?tl_px=224,730\&br_px=1771,1596\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=524,283)

## **Refine Your Targeting (Exclusion Criteria - Optional):**

Now that you have defined when the message appears, the next step is to further refine who sees it (or not) by excluding visitors from specific pages. This is helpful if, for example, you don't want to show the message to visitors who are already on your checkout page (as they have likely made a purchase decision).

Here's how to exclude visitors:

* Click the "Add Rule" button.
* Choose "URL contains" or "URL equals".
* Enter the website address (URL) or keyword within the URL that you want to exclude. For example:
  * **Exclude users who visit the checkout page:** Enter the specific URL of your checkout page.
  * **Exclude users who visit any page with "checkout" in the URL:** Enter "checkout" (this will exclude the checkout page).

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-29/02cadcd3-4f3b-41a9-bb8c-f5c46839c557/ascreenshot.jpeg?tl_px=0,730\&br_px=1547,1596\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=492,471)

{% hint style="info" %}
You can set multiple exclusion rules if necessary!
{% endhint %}

Now that you've defined the trigger conditions for your remarketing messages, we will explore the different actions you can take when those conditions are met in the next section. Let's go!