Marketing Campaign Setting

Understand how to set up a comprehensive Website's marketing campaign

Start creating your marketing campaign > Click "New Campaign"

Select the most suitable campaign template, or create a "New Empty Campaign" to create your own campaign content. The following is the introduction of the "New Empty Campaign"

Please note that if you choose to use marketing activity templates from other scenarios, the newly-created marketing activity will automatically utilise the system's default 'trigger rules' and 'trigger actions'. The above two sections must be adjusted according to your specific situation or activity.

• Campaign name: You can set the campaign name and it will not be displayed on the front end

• Campaign duration: Set the campaign period. For example, when you want to deliver "All items 30%off for NEW MEMBER" message only from 1st June 2022 to 7th June 2022, you can select "Set date range" and choose 2022-06-01 to 2022-06-07; If you don't want to set a specific time, you can select "Forever"

  1. If you want a more specific time range, you can also add the (hour: minute)

  2. For example,2022-02-08 00:00 to 2022-02-15 23:59

If you want to pause or stop the campaign, please click "Disable"

Set the Rules Settings

By setting the rules, you can select which pages to trigger the campaign. When customers visit the specific pages and match the rules, the campaign will be automatically triggered.

• All Pages: All pages with Omnichat plugin installed

• Special Pages: Special pages that contain the plugin

"Special Pages": If you want the customers to meet any one of the rules to trigger the campaign, please choose "URL match any rule"; If you want the customers to meet all of the rules to trigger the campaign, please chose "URL match all rule"

Example 1:

Take the above case as an example:

When the visited URL is www.abc.com/about or www.abc.com/product, the campaign will be triggered

Example 2:

Take the above case as an example:

When the visited URL is www.abc.com/about/product, the campaign will be triggered

If the visited URL is www.abc.com/product/omnichat, the campaign will not be triggered as the rules only matched the rule "product"

When creating "Special pages", there are some URL rules can be used

"URL is", "URL contains" and "URL does not contain" can be set for "Special pages"

1. URL is: Set the complete URL, and the campaign will be triggered only when the customer visit the specific URL

2. URL contains: Set the Keywords of the URL, and the campaign will be triggered when the visited URL includes the specific keyword

3. URL does not contain: Set the Keywords of the URL, and the campaign will be triggered when the visited URL does not include the specific keyword

The usage of URL does not contain:

If you do not want to display remarketing messages on some specific types of pages , then you may use URL does not contain.

For example, you want to display remarketing messages on all pages, except specific URL including the keyword product.You can select "Special pages" > "URL does not contain" and input product.

Number and duration of visits

• Total visit times: The total number of the page visits which are matched with the above settings

• Stay time to trigger action: How long will the customers stay at the specific URL to trigger the remarketing campaign (that customers need to meet the total visit times first)

1. The unit of total visit times is set as "times", which means customers will trigger this remarketing campaign after visiting the specific page at the " " time

2. The unit of total visit times is set as "times or above", which means customers will trigger this remarketing campaign after visiting the specific page at " " times or above (including the number of times)

According to the above example:

When the total visit time is set as 1 time, as long as customers visit one of the specific pages "for the first time", both two conditions of the "Special pages" and "Total visit times" will be matched. When customers stay at that specific URL for more than 5 seconds, and this marketing campaign will be triggered. Even customers stay for more than 5 seconds in the second visit, the campaign will not be triggered. If the total visit time is set as 1 time or above, the first and further visits will be included. When customers stay for more than 5 seconds in the second visit, the campaign will be triggered.

Q: How to calculate the visit time?

A: It will be calculated by different methods based on the Campaign Duration &#xNAN;Forever: Counted from the day that the remarketing campaign created

Set date range: Counted from the start date to the end date of the specific date range

Exclude customers who visit below pages

If you want to exclude customers who visit specific pages from remarketing messages, you can set the "Exclude customers visit below pages"

You can set one or multiple keywords or URLs, as long as customers meet one of the rules, the campaign will not be triggered again within the campaign period

The most common situation: When your remarketing campaign is to send the promotion code, you may want to exclude the customers who had already checked out. So, you will need to exclude all the customers who visit the checkout page.

You can input your checkout URL or keyword on the "Exclude customers visit below pages"

Actions settings

The following three actions can be triggered automatically:

1. Add tags to customers (can create multiple tags)

2. Automatically send messages to customers (One-time website message)

3. Remarketing through third-party Messenger (One-time Facebook / LINE / WhatsApp message）

Three actions can be triggered at the same time, but each action can only be triggered once!

How to create Actions Settings

Finish the Rules Settings, then click "Add Action" under "Actions Settings"

1. Select the first setting "Add tags to customers"

You can input one or multiple Tags, remember to press "Enter" after creating each Tag. Then you can use the Tags to send broadcast to the target audience more effectively.

2. Select the second setting "Automatically send messages to customers (One-time website message)"

You can set the message type such as Text, Image and Text and Video.

Message type: Text

Message type: Image and Text

1. If you choose "Image and Text" type, it is recommended to upload images in the ratio of 1.91 : 1 (e.g. 955px * 500px)

2. If you want to create a better mobile user experience, it is suggested to upload images in a square ratio (e.g. 500 px * 500 px)

Message type: Video

Youtube URL: please use the original URL; Shortened or Redirect URL would be invalid.

3. Select the third setting "Remarketing through third-party Messenger"

Click "Remarketing through third-party Messenger" and the window of "Set third-party Messenger remarketing" will be popped up

Omnichat allows you to set the trigger rules: Customers who visit specific URL will receive Facebook, LINE or WhatsApp messages after a certain period. If you want to send the messages instantly, you can set 0 days and 0 hours.

In addition to Image and Text, you can also send Chatbot to customers. But you need to create a Chatbot on the Bot Builder for your marketing campaign first

If you select "Add Message Block from Bots", the maximum number that can be sent will be 1

5. After setting, please click "save"

6. You will see this page when you successfully create the campaign

For more applications of marketing campaigns, please click here!