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
2. Define your engagement campaign
Give your campaign a name that you can easily and quickly find later on in the campaigns list as well as in your reports.
⚠️ 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.
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: 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).
5.2 Create a targeting rule
6. Follow up an engagement campaign results
You can follow up on these KPIs on 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.
Désactiver une campagne en cliquant sur le bouton
⚠ When a campaign is disabled, its related targeting rules are saved but they are not triggered anymore and therefore do not generate conversations anymore.
You can enable again a campaign at any time.
A campaign is also considered as not active when it is outside a specific period of activation (see 2.2).
You can also analyse our reports in the Reporting tab, by filtering by 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.