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Start customizable interactions using advanced proactive campaigns

Overview​

Advanced Proactive Campaigns transform your customer support from reactive to proactive. Solve issues before they become issues, creating an unparalleled customer experience. For key pages on your website, think about common questions, issues, or requests that your customers might have. Then create a Campaign to proactively address those questions, issues, or requests.

note

This feature may not be included with your organization's subscription package. For more information, see Ada's Pricing page, or contact your Ada team.

Requirements​

Your Ada integration must meet certain requirements before you can use Advanced Campaigns:

  • Embed2 – Your integration must use Ada’s Embed2 script. If you’re still using Embed1, Proactive Campaigns won’t work.

  • Proactive Campaigns supports bots deployed on the web and mobile web. Campaigns currently don’t support mobile applications.

  • Custom CSS styling of the Ada widget could affect the appearance of your Campaigns.

How Advanced Proactive Campaigns work​

The logic behind when to trigger an Advanced Proactive Campaign is based on either a URL or code linked to custom events, along with simple timing parameters.

Create a new Campaign​

How to set up a new Advanced Proactive Campaign:

  1. On the Ada dashboard, go to Build> Campaigns.

  2. Click New Campaign. The Create a new Campaign dialog appears.

  3. Select Web from the Choose a channel dropdown.

  4. Add a Name and Description to the corresponding dialog fields.

  5. Click Next. The dialog disappears to reveal your new Campaign’s configuration settings.

Configure a new Campaign​

There are a few configuration options available for your Advanced Proactive Campaign. Let’s look at how to set them up.

Campaign Triggers​

Campaign Triggers define the parameters in which the Advanced Proactive Campaign will be surfaced.

Trigger when customers visit specific URLs​

The Campaign will be triggered on any of the URLs you provide. To add URLs to your Campaign Triggers:

  1. Click + Add URL.

  2. Select the appropriate URL matching option from the drop-down menu. To learn more about URL matching, please see the table here:

    OptionDefinitionExample

    Exactly Matches

    This option will look for the exact match of your URL. Query parameters will not be part of the matching logic.

    Specifying https://www.example.com/checkout in the configuration will match to https://www.example.com/checkout?q=hello and https://www.example.com/checkout

    Contains

    This option will match URLs that contain your specified string anywhere in the URL. Query parameters containing your values.

    Specifying example in the configuration will match to https://www.example.com/checkout and https://www.hello.com?q=example

    Ends With

    This option will match URLs ending with your specified string. Query parameters will be ignored for this option.

    Specifying /checkout in the configuration will match to https://www.example.com/checkout and https://www.hello.com/checkout?q=example

    Regular Expression

    This option gives you full control in specifying the matching URLs using the regular expression pattern matching language over the full URL, including query parameters.

    Specifying product[0-8]+[^9]*$ will match any page that includes the string ‘product’ and any number of any length afterwards, as long as the number 9 never appears.

    Specifying ^https:\/\/acme\.com(?!.*\/(promo|pricing)$).*$ will match on all https://acme.com pages except for those ending with /promo or /pricing.

  3. Input the full URL or URL component.

  4. Repeat for additional URLs where you want the Campaign to be triggered.

Trigger with code​

For a more personalized interaction with the webpage visitor, you can attach the code snippet provided to any object on your webpage. For example, use code to trigger a Campaign whenever a customer hovers over a specific object with their mouse. For more examples, see Embed Use Cases in our developer documentation.

Set how often this Campaign is triggered​

Click to set the Campaign's trigger frequency:

  • Only once per user

    note

    This setting may behave differently depending on your bot's Chatter Persistence settings. It works best if your Chatter Persistence is set to "Never Forget" - in that case, a chatter only sees the Campaign once, and never again. However, if your bot is set to forget chatters after closing or reloading the page, or after a set period of time, chatters may see the Campaign more than once.

  • Only once per session

  • No restrictions

    note

    This option only applies to URL-triggered Campaigns. Code-triggered Campaigns may behave differently, depending on the nature of the code that triggers it.

Set how long this Campaign is shown to customers​

Click to set how long the Campaign is shown to customers:

  • Show indefinitely

  • Dismiss after a set time (customizable in seconds or minutes)

Campaign Content​

Campaign Content is the messaging for your Campaign. There are two parts to Campaign messaging. First, the Answer your web visitors see pop out from the chat button on your webpage. Interested visitors can click the message or the chat button to engage your bot. And second, the optional follow-up Answer, tailored specifically for this campaign. If a follow-up Answer has been enabled for the Campaign, it will be the Answer provided in the chat window when a web visitor initiates the chat.

To define the Campaign's Content:

  1. Choose an Answer from the drop-down menu or click Create a new Answer if an appropriate answer does not already exist.

  2. Click to enable Use a follow-up Answer (optional).

  3. Choose an Answer from the drop-down menu (optional).

If a Campaign Answer has both a follow-up Answer and Quick Replies, the expected behaviour is:

  • Chatter clicks on a Quick Reply button --> the Answer triggered by that Quick Reply button displays in the chat window.

  • Chatter clicks on another element of the Campaign (ex. a text bubble) --> the follow-up Answer displays in the chat window.

note

The Campaign will only display Text, Link, Picture, and Video blocks, even if the Answer contains other blocks.

Scheduling​

Control of when the Advanced Proactive Campaign is active is in your hands. It can be scheduled to run continuously or start and end dates can be set.

If you select Run continuously the published campaign will run until you choose to unpublish it.

If you select Set start and end dates the published campaign will run according to the following settings:

  • Time Zone - Select End user's time zone or Choose a fixed time zone

  • Start Date

  • Start Time

  • End Date (optional)

  • End Time (optional)

Embed code​

You must include the Ada Embed Code on every webpage where you want to trigger this Campaign. Learn more about Ada Embed2.

Publish Campaign​

If you want to continue making changes before publishing the Campaign, click Save For Later. If you are ready to launch the Campaign, click Publish.

note

Bots are limited to 100,000 Advanced Proactive Campaign sends per day. Once this limit is reached the bot will no longer send Advanced Proactive Campaign messages.

Prioritize Campaigns​

A webpage can only surface one Campaign at a time. It is possible, though, for a webpage to have two or more Campaigns assigned to it. In this case, rank your Campaigns based on priority. That way your website visitor only encounters the Campaign you want them to see.

To reprioritize your Campaigns:

  1. Go to Build > Campaigns.

  2. Click Prioritize.

  3. In the Set Priority dialog, drag and drop your Campaigns to reorder their priority.

  4. Click Save.

How prioritization works​

Let’s say you have two Campaigns:

  • Campaign 1—Free Shipping. This is assigned to the base URL www.test.com.

  • Campaign 2—10% Discount. This is assigned to the specific URL www.test.com/promo.

As you can see, both Campaigns are valid for the specific URL www.test.com/promo. But you want to make sure that, on that page, your site visitors only ever see the 10% Discount Campaign. You do this by moving the 10% Discount Campaign to position 1 in the priority list. Now, any visitors to this specific URL are shown only the 10% Discount offer.

Campaign Reporting​

You've published your Advanced Proactive Campaign, but is it addressing your customer's questions, issues, and requests? Use Campaign reporting to find out.

View your Advanced Proactive Web Campaign reporting by:

  1. On the Ada dashboard, go to Measure > Reports.

  2. Select the Campaign Performance(Web) report.

  3. Click on a Campaign name to view the metrics for that specific Campaign. The available metrics include:

    Shown - Total number of presented Campaigns.

    Opened - Total number of times the bot is opened from the Campaign.

    Engaged - Total number of engaged conversations.

Have any questions? Contact your Ada team—or email us at .