The engagement strategies management interface has evolved. If you have access to the new version, you will notice differences in the organisation, terminology and navigation. This article presents the main changes to help you find your bearings.
1. What has changed
A unified interface: three menus in one
In the previous interface, configuring a contact point required navigating through three separate menus:
- Creating a campaign with its targeting rules
- Creating the widget
- Configuring the conversation distribution
In this new interface, these three steps are grouped together within a single menu: engagement strategies.
Your targeting rules have been automatically migrated to the new interface as engagement strategies, retaining their original names. No action is required on your part.
Your rules that have been inactive for more than 12 months have been deleted but remain accessible in your reports as a filter. Your unused widgets have also been deleted.
Updated terminology
The table below presents the new terminology used:
| Previous interface | New interface |
|---|---|
| Campaign | The concept of campaign no longer exists. Your targeting rules are now available as engagement strategies, automatically migrated. |
| Targeting rules | Engagement strategy |
| Conditions | Integrated into the engagement strategy (Widget and conditions tab) |
| Widget editor | Integrated into the engagement strategy (Widget and conditions tab) |
| Distribution groups | Managed automatically, distribution to your Shopping Assistant |
| Distribution rules | Managed automatically, distribution to your Shopping Assistant |
A status system directly on each strategy
Each engagement strategy now displays a visible status directly from the list:
- 🟢 Online: the strategy is active and visible to your visitors.
- 🟠 To configure: the strategy is incomplete and requires action on your part.
- ⚪ Offline: the strategy is complete but inactive.
Enhanced filters and overview
The new interface offers filters directly on the strategy list, making it easy to search quickly by page type, status or widget. This overview did not exist in the previous interface, where widgets and campaigns were managed in separate menus.
Page types
Page types (Home, Category, Product...) allow you to target where your Shopping Assistant is displayed. In the new interface, iAdvize automatically detects the type of each visited page by analysing your URLs : keywords, structure, etc.
You can create your own manual rules to correct or supplement this detection, or test your URLs to see the associated page type.
Refer to this article to learn more: Page type configuration
During migration, your engagement strategies do not have a defined page type — it will be empty. If you wish to associate a page type, you need to create a new engagement strategy.
2. Finding your actions in the new interface
The table below shows you where to find, in the new interface, the actions you performed in the previous one.
| Action in the previous interface | Where to find it in the new interface |
|---|---|
| Enable / disable a campaign | The concept of campaign no longer exists. Your targeting rules are now available as engagement strategies, automatically migrated. |
| Enable / disable a targeting rule | Engagement > Engagement strategies > 3 dots > Put online or Put offline |
| Edit a targeting rule | Engagement > Engagement strategies > Edit > Widget and conditions tab > Conditions section |
| Create a widget (Engagement > Widget editor > Create) | Engagement > Engagement strategies > Create a strategy > Widget and conditions tab |
| Edit a widget | Engagement > Engagement strategies > Edit |
| Edit the widget position | Engagement > Engagement strategies > Edit > Position tab |
| Test the widget on your site | Engagement > Engagement strategies > Edit > Test on my site |
3. Accessing the full documentation
Refer to the article Engagement strategies corresponding to your new interface.