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 variant. Each variant is a personalized variant that can contain different content depending on who will see the variant.
Campaign setup example
Campaign setup example
Imagine you’ve created a signup campaign.
Variant 1 targets new visitors and shows an email signup form.
Variant 2 targets existing subscribers and shows a personalized message.
Each variant has its own targeting rules, both for session conditions and audience filters.
They can also have their own attribution settings, so results are tracked separately.
Both variants are part of the same campaign and can run at the same time.
Visitors only see the variant that matches their data and behavior.
Campaign Types
You can create six main campaign types in Triggerbee:
Forms
Promotions
Surveys
Referral campaigns
Product tours
Nudges
Each campaign type serves a different goal, but all of them share the same flexibility.
You can use any layout, design elements, and targeting rules with any campaign type.
Tip: If you’re unsure which campaign type to choose, start with a Form or Promotion; they’re the most common and easiest to set up.
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
The Editor
The editor is where you design your campaigns 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 campaign 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 components
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 campaign, 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 campaign 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 campaign 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 campaign 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 campaign 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 campaign 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 Experience Performance View
Inside the experience performance page ("view all metrics" in the screenshot above), you’ll find more detailed data. This helps you understand where users are abandoning the campaign and what might need improving.
The page includes:
AI Insights & suggestions (coming soon)
Performance metrics such as form response rates and experience goal rates
Revenue metrics such as purchase rate, average order value, and number of orders attributed to the campaign
Conversion Funnel
Experience Funnel
Visitor Activity related to the experience
Sales Attribution Settings
When editing a campaign, you can choose how that variant contributes to sales. Triggerbee will automatically select a relevant attribution model, but you can change it if you'd like.
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 primarily in the performance page for that experience, but also in the general dashboard and analytics page.
Summary
Campaigns in Triggerbee are flexible, powerful, and built for personalization. By combining:
The right campaign type
Smart layout and design
Segmented campaigns
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.