Onsite Campaigns: The complete guide

Welcome to the Onsite Campaign guide! 

This article will show you how to create a campaign and widget(s) in the new and improved Triggerbee Onsite Campaign Editor. Let's get started!

Note: If you haven't already, please read this introduction to widgets before creating your first widget.


Campaign Overview and Basic Setup

1
Navigate to Onsite Campaigns in the left menu. If you already have some campaigns, they will be displayed here sorted by Active and Inactive campaigns. The active ones contain both published campaigns and drafts. In the top right corner, you can toggle between the list and table view. 

You can also filter your campaigns by their tags. 

2
To create a new campaign, press New Campaign.
3
What's the goal of your campaign? Do you want to collect more newsletter subscribers, generate leads, renew consent or something else? Select your purpose.
4
Select the template you want to use for your Campaign. Each template has a desktop and a mobile version of a widget, together with the recommended setup for triggers and the audience. You can also filter out desired templates by using the tags in the left menu, eg. "Black Friday" templates. 
5
Click on a template to see more details about it. Swipe to see more screenshots. Press "Use this template" when you have selected what template you want.
6
Choose the position of the widget. You can change this later. 

Widget basic design

A campaign can have one or several widgets. The editor will always create one by default, but more variants can be added later to target different audiences or states in your visitors' journey on your web site. 

1
This is what you will see when you have selected your template and widget position in the steps above.

A: The widget workspace. Here you'll see a live view of the widget you are about to create. 
B: Toggle between desktop and mobile view of the widget.
C: An overview of your widget layout and its elements.
D: Click here to add more elements to the widget.
E: Your library of previously added images. 
F: Preview your widget on your web site.
G: Campaign Settings (triggers and audience). 
2
Based on your selected template, the widget will already have a certain layout and a set of elements - but you are free to edit them however you like! 
To edit a current element, simply press it either in the workspace or in the layout menu. This will open the settings for your selected element. 
3
If you want to move an element, you can drag-and-drop it around in the workspace or in the layout menu. 
4
Delete elements by selecting them and pressing the trash can, or the "delete" button in the right menu. 
5
Play around with the drag-and-drop feature and the settings for each element, and add/remove elements until you are satisfied with the design. Use the Spacer element to create spacing between the elements. 
6
Use the Preview feature in the bottom right corner to preview the widget on your website.

Desktop vs. Mobile design

By using the toggle feature at the bottom of the workspace, you can switch between desktop and mobile view, to preview and edit the look of your widget on each device. For instance, let's say you want to show the image container on desktop, but not on mobile devices. To achieve this, select the container in the layout menu, and check the box for "Hide on Mobile".

When saved, you'll see that the image container has been "hidden" in the layout menu for mobile devices.

As another example, if you would like to have a different size and alignment on the headline on mobile devices, you will need to add two text elements, one for desktop and one for mobile - and hide/show them on each device. That is, hide the desktop headline on mobile and hide the mobile headline on desktop:


Form Settings (Automations)

For widgets that have a form in them, you need to select what to happen when submitting the form. You need to have at least one automation for each widget. Here are some examples of actions:

  • Sending the submitted email address to your email marketing tool.
  • Adding tags to the subscriber.
  • Changing the state of the widget (coming soon).
  • Adding the contact information to your CRM.
  • Sending an email to your salesperson.

Note: This part only applies if you have created a widget with a form in it, i.e. where the visitor is supposed to fill out their contact information. If you don't have a form, you can skip this part!

1
Click on Form Settings in the Layout menu of the widget editor.
2
Select your Automation from the list. The list of available automation depends on what apps you have connected to your Triggerbee account. Depending on what automation you select, a prompt will appear with different options. This screenshot is from the Mailchimp automation: 
3
Press Save when you are done. It's possible to add more than one Automation in case you want to perform other actions as well. Simply select another automation to do so.

Campaign Settings

When you are done with the design of the widget, it's time to set up the settings for the campaign, i.e select when and to whom the widget will display.

1
Click on "Go to Settings" at the bottom right.
2
The first step is to select a name for your campaign and add some tags.

Note: You can only select previously created tags. Tags are created in the Campaign Overview.

3
In the "Widget" section, your default widget will show with a preview and the selected audience.

To edit the widget design, click the preview image.
To edit the Audience, click on the pen (coming soon). 

Here's also where you'll be able to add more variants of the widget and create A/B testing in the future.

4
The next step is to select where to show the widget, i.e if you want to show or hide the widget on specific pages. Your selected campaign template will come with recommended settings but can change them however you like. 

Enter the path (from / and forward) of the page you want to add, select "show" or "hide" and press Add. You can use wildcards to target several paths.
 Delete paths by clicking the red X on the right.
5
Lastly, you need to select your Triggers. Your selected campaign template will come with recommended settings but can change them however you like. The triggers are divided in two parts:
When to show the widget:
  • Show widget directly
  • Show widget after X pageviews
  • Show widget after X seconds
  • Show widget on Exit intent

On what conditions:

  • The visitor is/is not identified
  • Query Parameters
  • Javascript (coming soon)
  • Cookies (coming soon)

6
When you are satisfied with your settings, it's time to go live! If you want to publish your widget right away, press Publish in the bottom right corner. If you want to save your campaign as a draft, for now, press To Campaigns.
7
Congratulations - you just finished your campaign!
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