Campaigns
Campaigns enable you to reach customers with timely, targeted messages exactly when it matters most. Reduce cart abandonment, increase conversions, and unlock upsell opportunities: All powered by real-time triggers and smart segmentation.
Getting Started
Prerequisites
Before you take your first steps with Campaigns, there are two requirements your CSM can help you with:
- Ensure the Campaigns feature is enabled on your Dashboard account.
- Ensure the DigitalGenius Shopify app is installed on your Shopify store.
First steps
Log in to the DigitalGenius Dashboard and navigate to Campaigns by clicking on the Chat Widget item in the sidebar, navigating to All Campaigns and clicking on the New Campaign button.
Give your campaign a name and click on the Create Campaign.
Once submitted, you will be redirected to the Campaign detail page. Each campaign is made up of four steps:
- Conditions - rules that determine when a campaign fires
- Message - the message shown to the customer. See the message section for details
- Content - optional products, discount codes, or videos
- Schedule & Display - when and where the campaign appears
Conditions
Campaigns are triggered by one or more conditions. Conditions can be combined using AND / OR logic.
The following table explains all of the available conditions:
| Trigger | Description | Operators |
|---|---|---|
| Current URL | Match the page the customer is on. You can add multiple urls here | contains, is, is not, starts with, ends with |
| Time Spent on Page | Fire after the customer has been on the page for X seconds | greater than, equal to |
| Exit Intent | Fire when the customer shows signs of leaving | — |
| Number of Visits | Target by how many times the customer has visited | greater than, less than, equal to |
| Total Added to Cart | Cart value threshold | greater than, less than, equal to |
| Product Tags in Cart | Shopify tags present on products currently in the customer's cart | contains, equal to, not equal to |
| Currently Visited Product | Shopify tags present on the product page being viewed | contains, equal to, not equal to |
| Number of Orders | Customer's lifetime order count | greater than, less than, equal to |
| Total Spent | Customer's lifetime spend | greater than, less than, equal to |
| Customer Tags | Segmentation based on Shopify tags assigned to the customer | contains |
| Customer Country | The customer's location | equal to, not equal to, contains |
| Purchased Product Tags | Product tags present on the customers historical orders | equal to, not equal to, I want contains |
Exit intent — desktop: detected when the cursor moves to the top of the viewport or leaves the browser window. Exit intent — mobile: detected by a fast upward scroll at the top of the page.
Message
The campaign message supports rich HTML content. Write the message the customer will see in the chat bubble. You can format your message using the rich-text controls or choose to edit the raw html directly.
Launch widget when campaign is clicked
The Launch widget when campaign is clicked toggle controls how the campaign behaves when the customer interacts with it:
| Type | Behaviour |
|---|---|
| Recommendation | The campaign displays proactively. Customers can click products, copy discount codes, or dismiss. |
| Help | The campaign acts as a click-to-chat prompt. When the customer clicks the message, it is sent into the chat and the conversation opens automatically. |
Content
Discount Codes
Attach a Shopify discount code to a campaign. The customer sees a button labelled with the name you provide, and clicking it applies the discount to their cart.
| Field | Description |
|---|---|
| Name | The button label shown to the customer (e.g. Get 10% off) |
| Code | The discount code value (e.g. SAVE10) |
Products
Attach one or more products to display a recommendation. When multiple products are added, they render as a scrollable carousel.
| Field | Description |
|---|---|
| Title | Product name shown in the card |
| URL | The link the customer is taken to when they click the product |
| Image | Product image URL |
| SKU | Shopify SKU — used to track cart additions attributed to this campaign |
Video
Embed a video from the YouTube or Vimeo platforms. Just drop the complete video url in and we'll display it underneath message.
Scheduling
Control when a campaign is active using start and end dates.
| Field | Description |
|---|---|
| Starts At | Date and time the campaign begins showing |
| Ends At | Date and time the campaign stops showing |
Leave either field blank for no start or end limit.
Display Filters
| Option | Description |
|---|---|
| Delay | Wait X seconds after conditions are met before displaying the campaign |
| Device Type | Target Desktop, Mobile, or both |
Updated about 2 hours ago