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Creating a behavioural targeting rule

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Offer assistance in the right place at the right time to the right people using our behavioural targeting engine. Target visitors proactively or reactively, based on their browsing behaviour, their profile and your business criteria (e.g. basket amount, scoring, etc).



1/ Access Behavioural Targeting
2/ Create a targeting rule
3/ Advanced Settings

1/ Access Behavioural Targeting

From  your iAdvize administration, click on the following icon  to access all of your behavioural targeting rules.

Note: Depending on your subscription, it is possible that this feature is unavailable. If you want to benefit from it, please contact us.



2/ Create a targeting rule



2.1/ Name the rule

Prefer an explicit name because it will allow you to identify the targeting rule later in the list of created rules.



Note: If a discussion is triggered by a targeting rule, the agent will see the name of the rule in its dialogue window at the beginning of the discussion.

2.2/ Choose the triggering criteria

Default targeting criteria are available. Here is a description:
 

Title Description Type Conditions available
Time: hour Choose a specific time
Multiple choice Selectable for every 15 minutes.
Time: Day Choose a specific day
Multiple choice Monday/ Tuesday/ Wednesday/ Thursday/ Friday/ Saturday/ Sunday
Time: Browsing time spent on the page (in minutes) Duration of the visit on the page currently being viewed numerical is more than/equal to/less than
Time: Browsing time spent on the website (in minutes) Duration of the visit on the site (since beginning of the session) numerical is more than/equal to/less than
Browsing: Time elapsed since last visit (in hours) Duration in hours since the last time the visitor was on your site numerical is more than/equal to/less than
Browsing: Previous page
Address of the previous page in the navigation of the visitor text contains/ does not contain/ begins with/is exactly/ is not/ ends with/ matches regular expression/ does not match regular expression
Browsing: Current page
URL of the page being viewed by the visitor text contains/ does not contain/ begins with/is exactly/ is not/ ends with/ matches regular expression/ does not match regular expression
Browsing: Number of Pageviews Number of pages viewed on the site (since the beginning of the session) numerical is more than/equal to/less than
Browsing: Number of visits
Number of visits to the site (defined using a cookie) numerical

is more than/equal to/less than

Visitor information: Is coming from this website
Address of the site of origin
text contains/ does not contain/ begins with/is exactly/ is not/ ends with/ matches regular expression/ does not match regular expression
Visitor information: Visitor source Source through which the visitor accessed the website
Multiple choice Search engine/ Direct Access/ Website
Visitor information: Number of previous conversations
Number of previous conversations
(defined by the browser's cookie)
numerical is more than/equal to/less than
Visitor information: Town / Language /Country Town / Language /Country defined by the IP address 
of the visitor. - predefined choices for language and country and free entry for the city


There is no limitation on the number of conditions. You can add conditions by clicking on the buttons

In the following example, the rule is triggered if the URL of the current page contains "basket" and if the visitor views the page for more than 30 seconds.



Note: It is also possible to add your own targeting criteria (amount of the basket, value of a product, etc.). To do this you must create Custom Datas. Once created, these criteria appear in the dropdown menu.



2.3/ Choice of interaction

Once the targeting criteria defined, you must specify the interaction you want to offer.

2.3.1/ Display a button

Less intrusive to the visitor, it is the behaviour most often used. It triggers the display of a floating button of your choice on your website.



Note: If you display floating buttons using targeting rule, make sure that no default displays are set in your iAdvize administration (go to "Notification" then "Display mode").



See our section explaining how to customize a floating button.






2.3.2/ Send an invitation

This behaviour is the most intrusive in the navigation of the visitor. It displays an invitation in the foreground and greys your website in the background as long as the visitor has not accepted or declined the invitation.



Note: Like messages, the invitation appears only once per visitor session.

See our section explaining how to customize an invitation.

2.3.3/ Send a message

This behaviour triggers the display of a chat box containing a message that you have previously configured.



Note: The message is displayed only once per visitor session.

If you set several targeting rules with different different messages, only the first message display will be taken into account. The next displays will not be triggered (because a message is displayed only once per visitor session). It is sometimes better to use customized floating buttons depending on your needs.


2.3.4/ Display a popin
This triggers the display of the chat window on your site.



The visitor can then engage in a discussion or close this window.

See our section explaining how to customize the chat window.



2.3.5/ Display the fixed button



3/ Advanced Settings



Transfer visitor to this skill

You have the possibility to direct the conversation initiated from a targeting rule to a particular skill. You can, for example, define that discussions triggered from a targeting rule will be automatically assigned to agents with "After Sales" skill.

 

We also recommend reading: Creating and using custom data.

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