Create & manage Inbound campaign

Inbound engagement is a method to attract customers by providing relevant information on the brand's website about their product or service offerings to attract more leads. The Inbound engagement helps in converting casual visitors into prospective leads.


1. Create Inbound campaign#

To create a new inbound campaign, follow these steps -

  1. Navigate to your project and go to the Engage module.

  2. Go to Inbound and click + Create Campaign.

  3. Provide Basic information.

    a. Enter a suitable Campaign name that resonates well with the purpose of the campaign.

    b. Select your preferred widget type from Overlay widgets or Chat widgets.

    c. Click Next. You will be navigated to the Widget configuration screen.

  4. Configure the widget (Widget configuration) using the descriptions provided in the following table and click Next. For more details on different types of widgets see here

OptionDescription
Card placementChoose the place of the widget on the destination site - Right or Left.
Card / ButtonSelect your preferred color for the widget and the button that better suit your website theme.
Header textSpecify your preferred title for the widget. Applicable only for Slide in and Bar widgets.
To modify font style and color, hover on the box and use the styling options that appear.
Subheader textSpecify your preferred text for the subheading.Applicable only for Slide in widget.

To modify font style and color, hover on the box and use the styling options that appear.
Button textSpecify a label name for the button. Applicable only for Slide in and Bar widgets. Similar to Header text box, you can hover on the box to see the font styling options. You can customize the font's color, size, and family.
Button TypeChoose the intended behavior of the button (in Slide in or Bar widget) - FlowTriggers (to trigger a bot flow), WhatsappChat (to start a WhatsApp conversation). ezgif.com-gif-maker.gif
Flow triggersFor FlowTriggers, choose the flow that you want to trigger. Available for Slide In, Bar, and Chat Auto Popup.
Select WhatsApp profileFor WhatsappChat, choose the WhatsApp business number that you want to connect with.
Default user messageSpecify the first message to show up in the WhatsApp chat when the user clicks on WhatsApp chat.

Also, see the different types of widget in Types of Inbound Widgets.

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At any point you can click

  • Previous to go back to the previous step in the campaign builder
  • Cancel to exit the campaign builder without saving the campaign
  • Save as drafts to save the current settings as draft and exit the campaign builder
  1. In Web behaviour, define the condition under which visitors should see this campaign. For more details, see here

  2. In Frequency, define how frequently you want a visitor to see the campaign.

    • Show campaign to the same user after: Set the minimum duration between two consecutive occurrences for a user.
    • If button clicked by a user, show after: Set the duration after which you want to show the campaign for users who clicked on the campaign button.
    • If manually closed by a user, show after: Set the duration after which you want to show the campaign for users who have closed the campaign widget manually.
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  • If a visitor just sees the campaign and does not interact, then the first frequency is referred to the next time the campaign is to be displayed
  • If the visitor click the button/engage with the campaign, then the second frequency is considered, and
  • If the visitor dismiss the campaign, then the third frequency is considered
  1. Click Launch campaign.

2. Duplicate an existing campaign#

When creating a new campaign, if there is a similar type of campaign created already, you can duplicate the campaign instead of recreating the same flow from scratch. You can then customize it as per your requirement. Besides saving time, it also increases your productivity.

To duplicate an existing campaign -

  1. On the Inbound home page, navigate to the campaign that you want to duplicate.

  2. Click the more options icon > Duplicate. You will see a new campaign with the name {campaign-name}-duplicate

  3. Make the required changes to the campaign using the more options icon > Edit.


3. Test Inbound campaigns#

Once you create a campaign, test it to ensure it's working as desired and has the defined look and feel.

To test an inbound campaign widget , follow these steps -

  1. Install the Chrome extension using this link.

  2. Copy the chat widget code as explained here.

  3. Open the extension in your Chrome browser.

    2.png

  1. In the first input box, enter the entire website URL or a part of it.

    The chat widget, overlay widgets, and inbound campaigns will start running on all website URLs that include the value you enter here. 3.png

  1. In the second input field, paste the chat widget script you copied in step 2.

  2. Click on Launch Widget.

    4.png

  1. Open any Website URL that contains the value you entered in the first input field, and your chatbot should appear. 5.png

4. Prioritize campaign#

When there are multiple campaigns that were triggering at the same instant, you can prioritise which campaign to run. Campaign prioritisation ensures that no two campaigns are triggered at the exact same instant.

By default, the first campaign that you create will have the highest priority and the new campaign will have the least priority. You can change the priority of a campaign as per your preference so that the highest priority campaign in case of multiple campaigns at the same instant.

To change the priority of a campaign -

  • On the Inbound home page, click on the Priority drop-down and choose your preferred priority. 1 will have the highest priority and the highest number will have the least priority.

You can see the campaigns will get rearranged based on the newly assigned priorities.


5. Manage campaigns#

Once you create a campaign, you can modify it, change the activation status, or delete it not required.

To manage your campaigns -

  1. Log on to https://cloud.yellow.ai, and navigate to Engage > Inbound. You will see the list of Inbound campaigns created for the project with their current statuses.

    • Active: This campaign has been successfully created and would be triggered if the conditions are met.
    • Inactive: The campaign is currently inactive. It will not be triggered even if the conditions are met.
    • Draft: This campaign creation is not completed yet. You can edit Drat campaigns and complete the setup.
  2. Click on the More options icon as shown in the following and choose your preferred option.

  • Deactivate/Activate: Select the desired option - Activate an inactive campaign or Deactivate an active campaign as required.
  • Archive: Select to delete a campaign.
  • Duplicate: This action creates a duplicate of that specific campaign. The newly created duplicate will have the lowest priority(more on priority later) and will also have “-duplicate” suffixed to it’s name
  • Edit: Select this to make changes to the campaign. It takes you back to the campaign setup page.
note

To archive, activate or deactivate multiple campaigns at a time, select your preferred campaigns and click on the desired option in Actions.

6. Inbound widgets#

Widget types appear in Step 3, configuring Basic information. A user can do the following with a widget -

  1. View the widget without interacting with it.
  2. Interact with the widget by clicking the widget button (+Explore in this case) to trigger the CTA.
  3. Close the widget by clicking on x.

6.1 Bar Widget#

A Bar widget is an overlay widget that appears as a horizontal banner on the top portion of your website, as can be seen above.

Supported button types for a bar widget#

  1. Trigger a journey
  2. Redirect to WhatsApp chat

6.2 Slide in widget#

It is an overlay widget that slides from either to the left or right on your website as shown here.

Sample report

Supported Button types#

  1. Trigger a Journey
  2. Redirect to WhatsApp Chat

6.3 Chat auto-popup#

Unlike the preceding two overlay widgets, this one is a part of the chat widget itself that sits at the bottom right of your website.

Whenever this type of a campaign is executed, the chat widget opens up with the preconfigured journey, as can be seen in the following image.

Image.png

Sample report

Image.png

Supported button types#

  • Trigger a journey