Help Center

Explore our knowledge base

Create an engagement campaign on the iAdvize Platform

iAdvize's raison d'être is to make customer experience authentic offering conversations to the right person, in the right place and at the right time.

With the iAdvize platform, you can proactively or reactively target visitors on your website according to their browsing behavior, their profile or business criteria and you can target conversations with added-value on social media and select the best conversations on messaging platforms. 
In order to develop and monitor your engagement strategy more quickly and autonomously on the iAdvize platform, you must create engagement campaigns. These campaigns aims at helping you to reach your goals with engagement rules. 

1/ Access your engagement campaigns

From the iAdvize administration, click on the following Engagement” icon   to access all your campaigns.  

2/ Create an engagement campaign

In order to create a new engagement campaign, you need to click on the + green button at the top right corner of your screen.
This leads you to the interface which allows you to create a new engagement campaign. 
2.1 Give a name to your engagement campaigns
We advise you to give an explicit and understandable name to your engagement campaigns. This will allow you to better find them in the list of campaigns created and reports dashboard. 
2.2 Add an activation period to your engagement campaigns (optional)
You can add an activation period to your campaigns. This way, your campaign will automatically be activated on the first day of the time period you have selected and will be deactivated after the last day of said period. 
Outside this time period, none of the rules related to your engagement campaign will be activated. 
If you don’t define any activation period for your engagement campaign, you’ll have to manually activate or deactivate it.
For example: you can create a campaign dedicated to seasonal sales with an activation period from the first to the last day of the seasonal sales. You can also create a Black Friday dedicated campaign and automatically activate it at the beginning of the day and automatically deactivate it at the end of the day, etc. 
2.3 Set an objective for your campaigns
In order to monitor your campaign performance, you have to set an objective for each one of them. This objective doesn't impact the rules that will be added to your engagement campaign but allows you to quickly analyze your campaign results. You can access your campaign performance and all your other results via the reports dashboard. 
iAdvize provides you with 4 default objectives: average basket value increase, conversion increase, turnover increase and number of transactions increase. But you can also create personalized objectives if the latter do not meet your needs. 
If you choose one of the four objectives offered by default, you need to define the growth rate (a percentage) you would like to achieve. 
2.4 Create a personalized objective
By clicking on the option to create a personalized objective, you access a screen which allows you to choose the indicator you would like to monitor. 
2.4.1 Give a name to your objective. We advise you to choose an explicit and understandable name to your objective as it will help you better find it in the list of objectives proposed to you. You can always select this same objective for other engagement campaigns.  
2.4.2 Describe your objective. Once again, we advise you to give an explicit and understandable description to your objective to distinguish it from the other personalized objectives you have created. 
2.4.3 Choose a KPI. It’s the indicator we rely on to measure your campaign performance. You can only choose one KPI but you can choose it several times to set milestones. (For example: I want to generate between 1,000 and 2,000 contacts each month). Once you have selected an indicator, you must associate it with an operator (bigger than, equal to, smaller than, etc.) and an objective threshold. 
Here is the list of indicators available on the platform to help you create personalized objectives:
  • Satisfaction rate
  • Turnover after contact
  • Missed turnover (agents absent from the iAdvize platform)
  • Missed turnover (100% of the agents available on the platform are busy)
  • Turnover per contact
  • Unanswered contacts
  • Average Handling Time
  • Average 1st response time
  • Number of contacts
  • Missed contacts
  • Average order value after contact
  • Conversion rate
  • Transactions after contact
  • Missed transactions (agents absent from the iAdvize platform)
  • Missed transactions (the agents available on the platform are busy)
Once your personalized objective is all set, you can click on Create a goal”. 
When your campaign's name, objective and eventually its time period are defined, you can click on Next” to, then, create rules for your campaign. 

3/ Create an engagement rule

Please consult this article : Create an engagement rule

4/ Import your existing rules with your campaign


You can import rules from your previous campaigns. To do that, you just need to click on the "import rules" button on the bottom left. 
Then, you need to select the source campaign (1) where your engagement rules are used to import them.
You can look for an engagement rule with the search bar (2) designed for this use.
Then, you can also have a look at the list of rules you have created (3). You can select several rules simultaneously in this list. Each line of rules selected will become green.
Once you’ve chosen all the rules you would like to add to your engagement campaign, click on Add” (4).
You can either keep your rules in the source campaign by duplicating them (5) or you can just copy/paste them (this action will delete your rules from the source campaign)
Once, you have selected all the rules you need, you can import them in your campaign (6).

5/ Monitor your campaign performance

Once you have created one or more campaigns, you can track your campaigns' performance indicators on the Engagement tab in the iAdvize administration. 
These indicators will be displayed according to the objective you have chosen for your campaigns. The indicators vary according to the objective you have chosen for each one of your campaigns. (see title 2.3).
Here is the list of indicators displayed according to the objective chosen: 
Indicators monitored
  • Conversion rate target
  • Transaction rate
  • Transactions after a contact
  • Average basket value after a contact 
  • Define target order value
  • Average order value
  • Website's AOV
  • Turnover after contact 
  • Define satisfaction goal
  • Global satisfaction
  • Number of respondents
  • Response rate
  • Turnover target value
  • Turnover after contact
  • Website's turnover
  • Number of transactions after contact
You can also follow the evolution of your objective over time (2). 
In this list, you will find active campaigns that have just been launched (= without any conversations generated yet) (1).

For active campaigns which have already generated conversations and achieved their goal (2) : the results of the 3 indicators are displayed in green.

Active campaigns which have generated conversations but haven't achieved their goal (4) : the results of the 3 indicators are displayed in red.

The data related to suspended campaigns are darkened. 

You have different options when reviewing your engagement campaigns : you can delete, edit or pause them (3).

⚠ When a campaign is suspended, the rules you have implemented for this campaign are saved but no more conversations are generated. All the rules are deactivated until you relaunch your campaign.

A campaign is also considered as suspended when it has a defined time period (2.2) and that this time period is in the past or in the future. 

You can always reactivate a campaign you have suspended.

You can always take a look at the reporting tables by displaying your data per campaign, whatever the objective you may have chosen.