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TIPS #2 : Create a new targeting rule

 

In order to create a new targeting rule, start by logging in your iAdvize administration console and click on« Engagement » then « Targeting Campaigns ».

You can add a new targeting rule by clicking on the "+" icon at the top right corner. It is important to give as many details in the name of this rule, and keep the same structure across all your rules for a better management later (Button type, Page type, Device, time to trigger etc.)

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You can now start adding your targeting criteria that will alow you to define your audience. You can add up as many targeting criteria as you wish; but if one condition is not fulfilled, visitors won't be engaged with this rule. It is good practice to control and test your targeting rules displays directly from your website.

 

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Before saving your rule, choose wich engagement method you would like to trigger; overlay button, proactive chatbox or invitation. You can also restrict the routing of these conversations only to advisors who own a specific skill (if skills have been previously created). 

 

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Bear in mind to keep your targeting rules well partitioned, as statistics will be skewed if 2 targeting rules trigger at the same time on the same page. 

 

 

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