What is a Campaign?
A campaign in Triggerbee is any on-site experience you show to a visitor. It can be used to collect data, promote offers, share a message, or guide users through a funnel. Every campaign is made up of four things:
A type (Form, Promotion, Survey, or Referral )
A layout (Popup, Embedded, Callout, Fullscreen or Panel)
Some design elements (text components, images, input fields etc.)
One or more targeting rules that control when it shows
In Triggerbee, a campaign can contain one or more widgets. Each widget is a personalized variant that can contain different content depending on who will see the widget. Here's a common use case:
You might have a signup campaign with a widget that contains an email signup form, and one widget that is only shown for existing subscribers. Both widgets can be live simultaneously in the same campaign, but only one is shown based on who’s visiting.
Campaign Types
Triggerbee supports five campaign types. The type you choose affects how you use the campaign, but all types can use any layout, design elements (most of them), or targeting method.
Forms
Used for collecting emails, phone numbers, names, or competition answers. Ideal for:
Newsletter signups
Lead generation
Zero-party data collection
Enriching profiles in your CRM
Promotions
Used to promote offers, campaigns, or important messages. Ideal for:
Launching a sale
Showing a discount
Promoting collection
Countdown-based urgency
Surveys
Used to collect feedback and insights from your visitors or customers. Ideal for:
Post-purchase NPS or CSAT
Microsurveys on exit
Product fit or experience feedback
Referrals
Encourage sharing with “Invite a friend” functionality. Ideal for:
Give 10%, get 10%
Campaigns designed to bring in new users
Share what's on your wish list
Gamification
Use game elements to make campaigns more engaging.
Gamification components include:
Spin the Wheel
Memory
Quiz (Custom-made)
Ideal for:
Increasing signup rates
Creating engagement during seasonal promos
Driving time on site
Campaign Editor
The editor is where you design your widget's content. You can switch between Desktop and Mobile, zoom in and out to check out details, and use the drag-and-drop element library to build your campaign. Key areas include:
Layout & Steps
A list of your current steps and the components within them. You can rearrange, copy, duplicate, and delete components directly from the layout menu.
Steps
One widget can contain 1 or more steps. The step that displays first to the visitor is marked as ENTRY. Steps are of a certain type. There can only be 1 success and 1 minimized step, but multiple Primary steps.
Step Type | Description |
Primary | The main step shown to the user (form, message, offer) |
Success | The follow-up after action (thank you message, next CTA) |
Minimized | A collapsed state of the campaign can reopen on click. Also called Teaser. |
Add
Component library. Search or browse among our 50+ components and add them to your campaign. This is also where you'll find your copied components.
Form settings
Choose where the form data goes (to your CRM or within Triggerbee). Read more about Form Settings here. This is only visible when building Forms or Surveys.
Custom Scripts
Add custom CSS or JavaScript to your campaign. Very useful for when you want to add magic that is not supported by the campaign editor.
Appearance panel
When you click any component in your widget, the appearance menu opens on the right. This is where you'll adjust the component to match your desired look. Campaigns will automatically get your Brand Settings, but there's sometimes need for minor adjustments for placements and sizing.
The Appearance panel is divided in to two tabs - General and Style. General contains settings for button actions, WCAG and other settings - while Style has settings for styling - such as typography, colors, placements and sizing.
Zoom + preview:
In the bottom panel, you can switch between editing your campaign in desktop or mobile mode. You can also zoom and preview to easily test and fine-tune your campaign design.
Targeting Overview
Each widget can have its own targeting rules. This controls who sees what and when. When targeting a campaign, you can select between previously created audiences, or create a new Audience. You can read all about Audiences here.
Audience Targeting
Define which types of users should see the widget based on CRM and historical data.
Example Audiences:
Identified users
Customers with a purchase history
Users with a specific tag or audience in your CRM
Based on CSAT, NPS, weather, region, and interest profile
Session Targeting
Target visitors based on their current session behavior.
Options include:
UTM source (Facebook, Email, Instagram, etc.)
Device (mobile only, desktop only)
Referral channel
JavaScript variable or cookie
Returning visitors
Specific campaign actions (e.g., seen or dismissed)
Page Targeting
Decide where on your website the campaign should appear. You can:
Show on all pages
Show only on specific paths (e.g. /checkout)
Exclude certain pages
Triggers, Scheduling & Repetition
Control when the campaign should appear, how often, and for how long.
Instantly on page load
After X seconds
After X pageviews
On scroll
On exit intent
Manual trigger via JavaScript
Scheduling
Set start and end dates
Custom days or hours (great for flash sales or weekly promos)
Repetition
Decide how long to wait before showing again after dismissal or interaction
You can disable the widget for X days or pageviews
Or set it to never show again after interaction
Measuring Campaign Results
Triggerbee gives you a clear overview of how each campaign is performing, both in terms of engagement and business impact. Here’s how the analytics work:
Basic Campaign Stats
At the bottom of each widget settings panel, you’ll find a quick performance snapshot. You'll always see Views, but the other metrics depend on your campaign type:
Views – How many times the widget was shown
Click-throughs – How many clicks happened
Form responses – How many form submissions were collected
Conversion, or click-through rate – The percentage of visitors who converted
You’ll also see a mini graph showing performance over time.
Full Campaign Performance View
Inside the campaign’s analytics view ("view all metrics" in the screenshot above), you’ll find more detailed data:
A preview screenshot of the campaign
General performance metrics (views, form responses, new emails, click-throughs, depending on the campaign type)
An Engagement funnel that visualizes how users moved between steps (e.g. Primary → Success) and where they dropped off. Read more about Funnel Statistics here.
This helps you understand where users are abandoning the campaign and what might need improving.
Sales Attribution Settings
When editing a widget, you can choose how that variant contributes to sales.
You define attribution by selecting the key moment of influence:
When shown to visitor
When visitor submits form
When visitor clicks on the campaign
When coupon code is copied
Not assisting sales
This setting affects how sales are tracked and reported in your sales dashboard. Read all about Assisted Sales and Incentivized Sales here.
Sales Dashboard and Attribution Reports
Triggerbee’s sales dashboard gives you a high-level view of revenue impact:
Total assisted sales – All sales driven by your onsite campaigns
Value of signups – Estimated LTV of collected email leads
Incentivized sales – Sales driven by coupon or referral campaigns
Email signups – New contacts added and their estimated value
Top performing campaigns – Ranked by total sales influenced
These reports help you understand what’s driving real business results, not just clicks.
Summary
Campaigns in Triggerbee are flexible, powerful, and built for personalization. By combining:
The right campaign type
Smart layout and design
Segmented widgets
Precise targeting
Strategic follow-ups
…you can create onsite experiences that move visitors from unknown to known, and from first-time buyer to loyal customer.