Creating an Onsite Campaign
Learn how to create an onsite campaign to engage users effectively.
Prerequisites
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Make sure the user has:
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Permissions to use the Engagement Studio.
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Group Manager role.
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Make sure the user logs in to the Engagement Studio.
TIP: Keep the Engagement Studio open as you follow this guide.
Steps
1. Open the New campaigns window
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Click the icon
in the left side menu of Engagement Studio. -
Select Campaigns from the left side menu to open the Engagement page.
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Click ➕ Add in the top right corner of a Campaign list panel.
2. Create an onsite campaign
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Enter the campaign information in the New campaign window:
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Name: Enter a name for the campaign. For example,
Christmas Promotions. -
Type: Select
Onsite. -
(Optional) Contact list: Select a contact list. For example,
Christmas Promotions List.
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Click Accept in the bottom right corner of the New campaign window.
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Review the campaign details in the Settings tab.
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Click Save in the top right corner of the Edit campaign panel.
Result
After clicking Save, Engagement Cloud creates the onsite campaign. You can click Back to list and see the onsite campaign in the list.
You can now add elements to the campaign, such as a banner or a pop-up, to engage users on your site. You can activate the campaign to start engaging users and analyze the campaign performance in the Analytics tab.