How to build a campaign
Triggerbee makes it easy to build world-class, personalized onsite campaigns to communicate with your websites anywhere in the customer lifecycle. When creating campaigns in Triggerbee, you can either use one of our pre-made templates or start from scratch. All templates can be adjusted to fit your colors, fonts, and look - and you can always add more elements or delete the default ones. The sky's the limit!
Getting started with your first campaign
When creating a new campaign, you will be presented with a bunch of templates for you to select between. Either pick one of our pre-made templates with full design or start from a basic template without designed elements. If you're feeling super creative, you can also start with a blank template.
Promotion vs. Forms
Campaigns are divided into Promotions, Forms (and A/B tests). Promotions are campaigns that display a promotion, highlight products, offer discount codes, or simply informative messages. Promotions do not have any forms, while Forms do. Forms are campaigns that contain a form for users to fill in information. It can be a signup form, asking a question, or a form for profile and shopping preferences.
Design & Customize
Once you have selected your template, you are redirected to the Campaign Editor where you can customize and design your campaign to match your website's look and feel. This article covers the features and workflow of the editor.
Every template has a default layout, but you can always switch layouts and positions in the Canvas element. We offer five different types of layouts, read all about them here!
Edit any part of your campaign by clicking each element and customizing it in the menu on the right. Drag and drop elements around, and remove/add more as you please. Here's an article about all the elements, and the element settings.
All of our default templates are mobile responsive, but if you add more elements or customize the content - make sure to switch it mobile editor and check that everything looks on-point there too. You can read more about mobile editing here.
Form Settings (for Forms)
When you feel like your design is on point - then move on to Form Settings. This is where you tell Triggerbee what to do with the collected visitor data (such as email address) in the Campaign, eg. sending it to your integrated email tool. If you're not collecting any data in your campaign - skip this step. If you want to know more about the Form Settings features, check out this guide.
If you want to see what your campaign will look like "live" - go ahead and press Preview. This will open a new window with a preview link that you can send to your colleagues for affirmation, or check out your campaign on your phone.
Once you're done with your design, it's time to decide about the campaign targeting - which you will find when clicking forward to Settings. The following section will describe the settings in general, please read this guide for a deeper understanding.
Audience & Session conditions
Here's where you select who will see your campaign. Select from your current Audiences, or create a new one. Combine the audience with conditions, ie. settings in the browser. You can also skip the audience and only go for Conditions. Read more about Audiences and Session Conditions here.
Enter paths of your webpage to hide or show your campaign on. If you want to show your widget everywhere on your webpage, leave this setting empty. The paths can be combined with wildcards to cover more sections.
- /products/computers: Will display widget on www.yourwebpage.com/products/computers only.
- /products/*: Will display widget on every page starting with /products/, eg. /products/screens, /products/phones etc.
Triggers decide when your campaign should display during the visit. If you select more than one trigger, the first trigger fulfilled will apply. Read all about Triggers here.
Scheduling & Repetition
Prepare your campaigns and set their start- and end dates. If you want to publish and unpublish the campaign manually, just leave this setting inactive. Use day- and time settings to narrow your campaign even more. Maybe you just want to show your campaign on Tuesday lunch breaks?
The repetition settings will always be set to default values, eg. dismissing a campaign will show it again after 1 week - but feel free to change them depending on the purpose of your campaign.