| Campaign Type | Appearance | Best Use Cases | Example |
|---|---|---|---|
| New Chat Message | Standalone chat bubble that initiates a new conversation | Conversational prompts, welcome messages, proactive outreach | "Welcome! Would you like a personalized product walkthrough?" |
| Toaster Notification | Small corner popup notification | Non-intrusive nudges, email capture, soft CTAs, browse helpers | "Get product updates and tips" - after 30 seconds on site |
| Modal Overlay | Center screen popup | Important CTAs, demo requests, lead qualification forms, high-intent offers | Qualification form for visitors with score > 50 |
| In-Chat Message | Inserted contextually within an AI response | Contextual offers, relevant CTAs during conversations, upsell moments | Case study link inserted when pricing is discussed |
| Trigger | When It Fires | Best Campaign Type |
|---|---|---|
| Everyone | Immediately on any page | Toaster |
| Time on Site | After X seconds browsing (10-600s) | Toaster or New Chat Message |
| Visit Count | On Nth visit | Modal or Chat Message |
| Segment Membership | When visitor matches a segment | Modal or In-Chat Message |
| Activity-Based | After specific visitor actions | In-Chat Message or Toaster |
| AI Recommendation | When AI detects relevance in conversation | In-Chat Message |
| Campaign History | After another campaign was delivered | Modal or Chat Message |
| Progressive Profile | When specific profile field is empty or filled | Chat Message or Toaster |
| Step | Campaign Name | Type | Trigger | Fields Collected |
|---|---|---|---|---|
| 1 | Email Gate | Toaster | Anonymous visitor, 30 seconds on site | |
| 2 | Welcome | Chat Message | Just identified visitor | First Name |
| 3 | Company Info | Chat Message | Known visitor, 2nd visit+ | Company, Role |
| 4 | Qualification | Modal | Score > 50, multiple visits | Timeline, Budget |
| 5 | Demo Offer | Modal | High intent segment membership | No form - CTA only |
| Journey Template | Steps | Best For |
|---|---|---|
| Lead Qualification | Email → Role → Budget → Demo | B2B SaaS lead capture |
| Onboarding | Welcome → Tour → Practice → Tips | New user activation |
| Re-engagement | Welcome Back Offer → Urgency | Win-back campaigns |
| Upsell Journey | Feature Teaser → Upgrade → Discount | Freemium conversion |
| Metric | Description | What Low Numbers Mean |
|---|---|---|
| Delivered | Times campaign was shown | Check targeting rules |
| Unique Users | Distinct visitors who saw it | Audience may be too narrow |
| Clicked | CTA button interactions | Weak messaging or offer |
| Submitted | Form completions | Too many fields or friction |
| Conversion Rate | Submitted divided by Delivered | Poor targeting or content |
| Engagement Rate | Clicked plus Submitted divided by Delivered | Unappealing CTA or poor timing |
| Feature | Details |
|---|---|
| Supported Campaign Types | All campaign types support video content |
| Video Source | Select from your RAG Knowledge Base |
| Display Sizes | Small, Medium, Large, or Full |
| Best Use Cases | Product demos, tutorials, testimonials, feature highlights |
| Auto-Exclusion | Campaign videos are automatically excluded from RAG search to prevent duplicate displays |