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An Intro to Onsite Experiences

What is an onsite experience, and how do you work with them?

Onsite Experiences let you personalize your website based on who your visitors are, what they do, and what you want them to do next. Use them to grow your audience, learn more about your visitors, increase engagement and sales, collect feedback, and build stronger customer relationships.

This article introduces how Onsite Experiences work in Triggerbee and the six objectives you can use to organize them.

What is an Onsite Experience?

An Onsite Experience is any personalized experience you create with Triggerbee and display on your website.

It could be a newsletter signup popup, a personalized offer, a product finder, an NPS survey, a login reminder, or an embedded product recommendation.

Every experience starts with an objective - what you want the experience to achieve.

From there, you choose the type of experience, how it should appear, who should see it, and when it should be shown.

A simple way to think about it is:

Objective → Type → Layout

  • Objective – Why are you creating the experience?

  • Type – What kind of experience are you creating?

  • Layout – How and where should it appear?

You then add your content, targeting, and personalization to create the complete experience.


The 6 Objectives

Triggerbee organizes Onsite Experiences into six objectives covering different parts of the customer journey. We call it the Triggerbee Growth Model. In short, these are the 6 objectives and what they represent:

Audience Growth

Turn anonymous visitors into known profiles.

Recruit newsletter subscribers or members, or renew consent to grow the audience you can communicate with.

Examples include newsletter signups, membership recruitment, re-consent forms, competitions, and gamified signup experiences.

Understand

Learn more about your visitors and customers.

Collect preferences, interests, needs, and other zero-party data that can be used to enrich customer profiles and personalize future experiences.

Examples include product finders, preference quizzes, interest selectors, and profile enrichment forms.

Activate

Encourage visitors to take the next step.

Help visitors engage with your website, account, content, or services based on where they are in their customer journey.

Examples include login reminders, membership benefits, personalized recommendations, and messages guiding visitors toward relevant content.

Convert & Sell

Turn engagement into purchases and revenue.

Help visitors move toward a purchase with relevant offers, recommendations, and conversion-focused messaging.

Examples include promotions, product recommendations, cart abandonment messages, free-shipping nudges, and personalized offers.

Listen

Collect feedback directly from your visitors and customers.

Understand what customers think about their experience, your products, or your brand.

Examples include NPS, CSAT, post-purchase surveys, exit surveys, and short microsurveys.

Retain

Strengthen existing customer relationships.

Encourage customers to return, purchase again, and continue engaging with your brand.

Examples include win-back offers, loyalty messaging, replenishment reminders, welcome-back experiences, and personalized offers for existing customers.


Types and Layouts

Once you've chosen your objective, you decide how you want to achieve it.

The type defines what kind of experience you're creating. Types include Forms, Promotions, Surveys, Referrals, and Nudges. You can also use interactive components such as quizzes, guides, Spin the Wheel, and Memory to gamify your experiences.

The same type can support different objectives. A Form, for example, could collect an email address for Audience Growth and preferences for Understand.

The layout determines how the experience appears on your website. Experiences can be displayed as:

  • Popup

  • Embedded

  • Callout

  • Fullscreen

  • Panel

This means you don't need to start by deciding "I want to create a popup." Instead, start with what you want to achieve and then choose the type and layout that best support that objective.


Targeting and Personalization

Every experience can be targeted to specific visitors and situations.

You can use information such as audience membership, CRM data, previous behavior, interests, traffic source, device, current page, and session behavior to determine who should see an experience.

You can also control when it appears using triggers such as page load, time on page, pageviews, scroll, or exit intent.

An experience can contain multiple variants, allowing you to show different content to different audiences while keeping everything within the same experience.


Measuring Results

Every experience has a clear objective, making it easier to focus on the metrics that matter for what you're trying to achieve.

Triggerbee tracks interactions such as views, clicks, and form responses alongside objective-specific performance and business metrics.

The Experience Performance page lets you dig deeper into:

  • Experience goal performance

  • Performance per variant

  • Conversion and Experience Funnels

  • Assisted sales and revenue

  • Visitor interactions

  • AI Insights and suggestions (coming soon)

This helps you understand not only whether visitors interact with an experience, but whether the experience is achieving its intended objective.


Start with the objective

When creating a new Onsite Experience, start with one question:

What do I want this experience to achieve?

Choose your objective, then select the type, layout, audience, targeting, and content that will help you get there.

This approach lets you create experiences for the entire customer journey – from turning an anonymous first-time visitor into a known profile to converting, understanding, and retaining them over time.

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