Create an engagement campaign on the iAdvize Platform

iAdvize aims at making customer experience authentic by routing conversations to the most appropriate operators at the right time.


You can target your website visitors in a proactive or reactive way and according to their browsing behaviour, their profile and specific criteria (e.g. cart amount, scoring, etc.). You can also target added-value conversations from social media channels and filter the most interesting conversations from messaging applications.

To quickly and autonomously build and maintain your engagement strategy, you need to create engagement campaigns. Thanks to targeting rules, these campaigns aim at helping you reach your objectives.

1. Access your engagement campaigns

Go to Engagement > Campaigns to access all your targeting campaigns.


2. Define your engagement campaign

Click on "Create targeting campaign" and define your engagement campaign.


2.1 Name your engagement campaign

Give your campaign a name that you can easily and quickly find later in the campaigns list as well as in your reports.

2.2 Add a time frame (optional)

You can add a time frame (or activation period) to start and end your campaign on specific dates.
Outside this period, your targeting rules will be disabled. If you do not define a time frame, you will have to manually enable and disable it if needed.
For example, you can create a campaign for your sales period by entering the first and last day of this period.
⚠️ Be sure to activate the campaign. It will only really activate on the scheduled dates. Once the date of the campaign has passed, it will no longer be functional.


2.3 Choose a channel

Choose your campaign channel. It can be your website, mobile app, third-party messaging app or social media network.
Save this step to proceed to the next one: defining your campaign objective.

3. Campaign objective

Define your campaign objective for you to be able to follow up on its results. This objective has no impact on your targeting rules.

Thanks to this feature, you will be able to quickly analyse your campaign results. You can also access all your campaign results from the "Reporting" tab.
You can select one of the four suggested objectives: conversion rate, order value, satisfaction or turnover.
Save this step to move on to the next one: the targeting method.

4. Targeting method

You can choose between two targeting methods: Smart Targeting or customised targeting.

If you choose Smart targeting, we will target the most relevant visitors for you to reach your objectives. You will only have to choose the notification to be displayed to your visitors.
If you select customised targeting, your customer will be targeted with your own targeting rules.


5. Targeting rule

You can either import existing rules from another campaign or create new ones.

5.1 Import existing rules in your engagement campaign



Select the source campaign (area 1 of the screenshot above) from which you want to import targeting rules.
You can also look for a specific targeting rule thanks to the search bar (area 2 of the screenshot above).
The existing targeting rules will be displayed in area 3 and you can select several ones. Once selected, targeting rules will be highlighted in green.
You can either keep the rules in the source campaign by copying them (area 4) or "cut" and paste them (rules in the source campaign will be deleted).
Once you have selected targeting rules, you can import them into your engagement campaign (area 5).

5.2 Create a targeting rule

Read our article on how to create an engagement rule.

6. Follow up an engagement campaign results



After you have created one or several engagement campaigns, you can follow its KPIs by clicking on "Engagement".
According to the objective you have previously set, some specific KPIs will be displayed. They are therefore different from an objective to another (see point 3).
Here are the KPIs displayed according to the objective which has been defined:
  • Conversion rate
  • Conversion rate after a conversation
  • Transactions after conversation
  • Average order value after a conversation
  • Order value
  • Average order value after a conversation
  • Average order value on the website
  • Turnover after conversation
  • Satisfaction
  • Customer satisfaction rate
  • Number of respondents
  • Response rate
  • Turnover
  • Turnover after conversation
  • Website turnover
  • Number of transactions after a conversation

You can follow up on these KPIs for a specific period of time.

Note: KPIs will appear in green for campaigns that have already generated some conversations and reached their objective.
KPIs will appear in red for campaigns that have already generated some conversations and have not reached their objective yet.
KPIs will appear in grey for suspended campaigns.
You can also delete, edit or disable your engagement campaigns.

Deactivate a campaign by clicking on the button

When a campaign is disabled, its related targeting rules are saved but they have not triggered anymore and therefore do not generate conversations anymore.

A campaign is also considered not active when it is outside a specific period of activation (see 2.2).

You can enable again a campaign at any time.
You can also analyse our reports in the Reporting tab, by filtering by a campaign, no matter which objective you have set.

7. Make good use of your engagement campaigns

This video quickly shows you some ways to use your engagement campaigns based on your strategy and resources.