Custom Scenarios
Create automated smart forms and messages that are sent to your visitors after a specific behavior or an action: help them choose the right service or make a personal offer at the right time. You can create various pop-up forms based on targeted actions — triggers. Triggered messages are the best for user engagement and future sales.
In this article, you will get to know more about all of the events you can bind widget scripts on your website and explain how to customize messages for each script.
How to customize the look of smart forms
To create a script on your website to send an automatic message triggered by an event, go to the Website Messages section. Click on Add event trigger.
Choose one of the 30+ templates according to the type or main action (CTA-element).
Types of templates
- The modal window is a block located in the center of the page. Content outside the box is dimmed and non-clickable. You need to close the modal window to interact with the content.
- Page overlay is a block that overlaps the entire page of the website. Close the overlay window to interact with the content.
- A pop-up is a floating block “glued” to the left or right in the browser window when scrolling. It doesn’t interfere with content interaction.
- Video pop-up is a pop-up in which a horizontal or vertical video from YouTube is played automatically upon a click. If an automatic script is selected, the video will start playing after any user action on the page. If the clicked activation is selected, a preview will be displayed after loading the page, and video playback will start after clicking on the pop-up. So that not to be intrusive, video pop-ups are always displayed on click on mobile devices.
- A message is a text that pops up in an online chat widget according to a specific script.
- Long pop-up — “sticky” panel that can be attached to the top or bottom of the page. Doesn’t interfere with the interaction with the content.
CTA types
- Cookie request — a button by clicking on which the user consents to the use of cookies and closes the pop-up or follows the link to read the rules for using cookies.
- Call to action — a button with a link to a landing page.
- Chat button — a visitor will go to the online chat on the website after clicking on it.
- Messenger button — is a subscription button to all popular social networks: Messenger, Telegram, WhatsApp, Instagram, Snapchat, Viber, VK, Twitter, YouTube, and custom link (user link to a page or a chat-bot). You can add any number of buttons into one pop-up using presets.
- Email subscription — a form for email collection.
- Phone request — a form for phone numbers collection.
- Without a button — the action button is hidden, the pop-up performs an informative function. This CTA can be used in any type of pop-up.
- Custom form — a form with fields from project variables (standard and custom) with validation by variable type. You can add up to 10 fields in total. The user can fill in only a part of the fields to their liking; in this case, the data is saved, and the user will receive a warning that the information has been saved, but the empty fields must be filled in. This CTA type can be used in any pop-up.
When choosing a template all data relating to the pop-up look are filled in automatically. You can go to targeting settings or edit any of the elements.
Further customization of smart forms does not depend on the selected template and consists of two steps:
- customizing the look of the form and content;
- setting up the script.
We’ll show you the process of creating a smart form step by step using the example of a modal window. You can apply this guide for customizing any other type of template.
During the pop-up creation, the system generates an automatic name that you can keep or substitute so that it is easy to find and distinguish this script from other scripts.
Name the script so that it is easy to find and distinguish it from other scripts.
You can delete an image, keep a default image, choose any image from templates or download your own in JPG, PNG, or GIF format up to 1MB.
Add an image to make the pop-up more visible. This feature is available in all types of templates except the message type.
Press the “v” sign in the image box to change the preset image.
Press Change image to upload the image from your computer.
You can change the position of the image in relation to the text and the button.
Choose the display style of all pop-up elements: white, black, or colored. The color scheme will also change depending on the chosen color scheme in the project.
Enter a relevant message for your website visitors so that it engages prospects in interacting with the widget. You can format text, add links, and emojis.
Formatting options:
- Customize headings, paragraphs, and small paragraphs. A small paragraph is two paragraphs smaller than usual – use it to compactly fit all the text you need into a pop-up.
- Font size selection: 13, 15, 22, 26, and 30.
- Aligns text to the center, left, or right or full justification.
- Three style options: bold, italic, or underlined.
You can type up to 3000 characters in the field.
For example, if a visitor has viewed a product page more than 3 times, a message in the pop-up widget will help them make a choice and close the sale. For those who are on the payment and delivery page, the widget will help to calculate the cost of the goods delivery.
The next step is to choose the main action.
There are seven options:
- Cookie request — a button by clicking on which the user consents to the use of cookies and closes the pop-up or follows the link to learn the rules for the use of cookies.
- Call to action — a button with a link to a landing page.
- Chat button — a visitor will go to the online chat on the website after clicking on it.
- Messenger button — is a subscription button to all popular social networks: Messenger, Telegram, WhatsApp, Instagram, Snapchat, Viber, VK, Twitter, YouTube, and custom link (user link to a page or a chatbot). You can add any number of buttons into one pop-up using presets.
- Email subscription — a form for email collection.
- Phone request — a form for phone numbers collection.
- Without button — the active action button is hidden, the pop-up performs an informative function. This CTA can be used in any type of pop-up.
Using a call to action, you can redirect your website visitors to any page on your website, to a chatbot, to a messenger, or to a file download. For example, using this form, you can collect Telegram chatbot subscribers or redirect those who have read more than three blog articles to download a useful guide.
Check all the specified options and click Next to go to setting up the script for a smart form display.
How to add widget scenario
The most crucial part is choosing the condition to track visitor behavior. The widget displays your message when it is triggered. The right condition will increase visitor engagement and your overall conversion rate.
You can always test various widget display conditions and calls to action, analyze your results, and choose the option that converts best.
Click Add a condition.
Types of conditions
Page title — enter a value that equals or contains goal title characters; the widget will be triggered, when the visitor visits a page with the same title.
URL of current page — enter a value that equals or contains a link or part of a link of your website; the widget will be triggered when the visitor visits a page with the same URL.
Move cursor out of page — choose true or false, the widget will be triggered if visitors go to another tab or program or not.
Browser — enter a value that matches the name of the browser, contains a part of it, or matches all browsers on mobile devices (All Mobile) or on desktops (All Desktop); the widget will start when a visitor enters the website from a specific browser or from any browser on mobile/desktop.
Time period — select the time interval when the widget will be displayed on the site; the widget will only work during the selected time.
Important: after 00:00 a new project day begins for your statistics. Therefore, specify the night periods according to the formula: “period until 23:59” the operator “or” and “period from 00:01”
While creating the condition, your browser’s time zone is taken into account, when using — the time zone of your customers.
Date period — select the date interval in the calendar when the widget will be displayed on the site; the widget will work only within the selected dates.
URL of visited page — enter a link or part of a link to your website that the user visited before; the widget will be triggered when the visitor visits a page with the same URL.
Referrer — enter the address of the webpage where a person clicked a link that sent them to your page; the widget will be triggered the URL matches the referral URL.
Scrolled more than 50% — enter a figure for the percentage; the widget will be triggered, when a visitor scrolls down to the specific part of the page.
Pages visited — enter a value corresponding to how many pages need to be viewed before it triggers your widget; the widget will be triggered when a visitor visits a specific number of pages.
Time on current page — enter a value, that will be more or less than your goal page visit duration in sec/min/hour; the widget will be triggered when the visitor stays on the goal page for this specific amount of time.
Time on site — enter a value, that will be more or less than your goal visit site duration in sec/min/hour; the widget will be triggered when a visitor stays on the site for this specific amount of time.
UTM Medium — enter a value equal to or containing characters of the utm_medium parameter, which defines the transition channel. The widget will only be activated for users with the specified utm_medium parameter.
UTM Content — enter a value equal to or containing characters of the utm_content parameter, which defines the content of the campaign (combines users from different sources who click on the same banner). The widget will only be activated for users with the specified utm_content parameter.
UTM Term — enter a value equal to or containing characters of the utm_term parameter, which defines the keyword or phrase by which the user came to the website from their search. The widget will only be activated for users with the specified utm_term parameter.
UTM Campaign — enter a value equal to or containing characters of the utm_campaign parameter, which corresponds to the name of the advertising campaign. The widget will only be activated for users with the specified utm_campaign parameter.
UTM Source — enter a value equal to or containing characters of the utm_source parameter, which defines the traffic source. The widget will only be activated for users with the specified utm_source parameter.
Pages visited during the current session — enter a value that is greater or lesser than the number of pages visited during the current session; the widget will be triggered once the user visits greater or fewer than a certain number of pages within one session.
Browser language — select the language of the user’s browser; the widget will only be activated for users with the specified browser language.
Session count — enter the value that will be greater or lesser than the expected number of sessions per user; the widget will be triggered when the user completes the number of sessions specified in the settings.
Traffic type — select one of seven possible traffic types. The widget will only be activated for users from the selected traffic channel.
Source — enter the domain from which the user came to your website, The widget will only be activated if the specified URL matches the referral domain.
Choose a condition and a value for it, it can be “equals, not equals or contains” specific text values, be “more than or less than” a specific figure value.
If you want to add additional conditions to this condition type click the + icon on the right.
And choose another condition and value. Then choose an operator: or or and.
If you want to add another type click Add a condition.
If you add more than one condition, adjust the order of the conditions:
- “each” so that the smart form is displayed only when all specified conditions are met;
- “any” — the form will be displayed if any condition is met.
Save changes by clicking on Save and publish.
To activate the smart form, go to the tab corresponding to the template and move the slider.
All pop-ups are displayed in the Website Messages section in separate tabs corresponding to the type of the smart form. Once created, you can change any setting except its type.
In order for the pop-up window to be displayed on your website, it is enough to install the widget script once. If the widget code is already installed, clear your cookies.
How to copy an existing smart pop-up
You can copy any pop-up in one click to create a similar one in another language or slightly change the targeting settings and test the hypothesis.
Select the pop-up you want to copy, click on the three dots in the upper right corner and select “Copy.”
The system will create a new pop-up with the same settings and name, which can be edited at any time. Make the necessary changes and activate the smart pop-up by moving the slider.
Let’s figure out how to analyze this data.
Updated: 02.02.2022
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