Making Marketing Automation Visual And Simple – Introducing Journey Designer


Hello!

I am Avlesh, co-founder at WebEngage. Your favorite on-site survey, feedback and notification tool went through a makeover in March 2016 to become a multi-channel marketing automation tool by letting you engage via web, email, sms and mobile (push, in-app) channels. We posted it here, but I didn’t reach out to you proactively because my team was building something even bigger. Once you finish reading this post, you’d agree with me that the delay in sending this communication was worth the wait 🙂

After 3 months of a rigorous build phase and successful pilots with over 2 dozen large customers, we are rolling it out for everyone.

Say hello to the Journey Designer!

What is the Journey Designer?

In layman terms, we have made marketing automation VISUAL. Yes! Visual, in terms of how you design your campaigns across user’s lifecycle, and how you view/analyze data once the communication plan is rolled out for your users.

Journey Designer is a drag-n-drop marketing automation workflow builder.
It lets you plan your engagement campaigns across multiple channels. These plans could range from designing a journey to automate renewals for your insurance buyers, to, automating re-activations for users who haven’t used  your app since last 30 days, to, automate retrieval of dropped carts on your e-commerce store, to, rolling out an on-boarding plan for users of your SaaS app. You’ll see some of these use-cases as journeys in the later half of this post.

Here’s a quick explainer video for the Journey Designer…

Re-imagining marketing automation …

We know how painful it gets to manage campaigns that span across users’ lifecycle. With journeys, we are trying to address the pain of executing batch jobs to automate marketing tasks. It’s time to do the new.

To simplify your task of rolling out an automation plan – our Journey Designer has 4 types of building blocks – Triggers, Actions, Conditions and Flow Controls. We have put together a Getting Started Guide to help you on-board WebEngage quickly and familiarize you with these terms.

Here are some sample journeys built using WebEngage.

User journeys for banking and financial services

Insurance industry, overall, struggles with low insurance renewal rates from buyers. Strange enough as it may sound, one of the biggest reason for this problem is that buyers don’t get timely reminders from the insurer and they forget to renew. Here’s a journey that solves that simple problem – very simply! Check out the enlarged image to see a true multi-channel communication with a users across multiple touch points.

User journeys to improve retention for mobile apps

Bringing back users to your mobile app is always a challenge. Here’s a journey focused on re-activating users in a certain cohort (in this case d30 to d90) who have turned inactive after their first transaction. Click on the enlarged version to see some creative usage of push and in-app notifications.

User journeys for e-commerce and travel apps to drive users towards the transaction funnel

For any transactional website or mobile app, there’s a huge volume gap in users expressing an intent to buy versus those who go down the purchase funnel. “Added to cart”, “added to wishlist”, “hotels compared”, “flight searched” etc are events that express user intent. Journey Designer lets you beautifully craft journeys on these intents and convert these users. Here’s a sample for converting users “adding items to wishlist”, into buyers.

User journeys to on-board customers for SaaS / B2B apps

A well designed on-boarding module can heavily boost conversions for a SaaS app. At WebEngage, we learnt it the hard way. Thankfully, you don’t have to re-invent the wheel for your tool. Underneath is a quick sample of how you can easily design and optimize an on-boarding journey for your app.

While you are at it, here’s a cool fact …

It ain’t just about a nice visual designer, we made your marketing analytics real-time and visual too!

Once activated, here’s a glimpse of how the stats for your journeys are presented – LIVE, real-time and visual! Don’t miss the journey run that you can check for each user …

Here’s how the final outcome of each journey looks like.

Hope you liked what you saw. We’d love to hear from you. Journey Designer is now available for everyone. Log on to your dashboard; or, sign-up to try it out for FREE.

The New WebEngage – A Primer

Why the change?

You have known us as an on-site customer engagement tool. We helped you improve your web conversions with our on-site notification solution. We helped you collect users insights via our on-site surveys. While doing that, we were already gleaning a lot of session and behavioural data of users on your website, so that we could let you target them better for all your on-site campaigns (surveys or notifications).

This data was a key driver behind the change. We quickly understood how valuable would it be to expand the scope of our targeting engine from “session activity” to “historical activity” of users. With some pilots around this for on-site campaigns, we realized the potential of being able to do such a thing.

Furthermore, mobile was a natural extension of our product. So, we rolled out SDK’s for Andriod and iOS to track user data and behaviour across these platforms. Other than user tracking, these SDKs, once integrated, will let you engage users via push notifications and in-app messages.

The coolest thing is that we create unified user profiles across devices! This essentially means that you can, now, easily do cross-device targeting for your engagement campaigns.

Last but not the least, we included Emails and Text Messages as 2 more engagement channels inside our module.

So, what’s the new stuff?

WebEngage is a cross-device, multi-channel user engagement platform.

Duh! Too many jargons in a single line? 🙂

By the time this video gets over, you’d start loving us more than ever before. Presenting to you WebEngage’s new explainer video (2 minute watch) …

Cross-device signifies our ability to track and target users across devices – Web (desktop & mobile web), Android and iOS devices. We let you build rich user profiles so that you could segment these users. Using segments, you could send highly contextual messages to your users. Using user profile info you can personalize these messages to maximize conversions even further.

Multi-channel user engagement signifies our ability to communicate with your users via Website Messages (the product you used all this while), In-App Messages, Mobile Push Notifications, Emails and Text Messages. All these channels have built in personalization and conversion tracking capabilities.

Platform signifies our ability to facilitate a two way data exchange between your CRM, LMS or Database systems AND WebEngage. We are building a lot of exciting stuff here.

Wow! How do I get started?

To effectively use our new suite, you’d need to follow these 4 simple steps …

1. Integrate our latest SDKs in your website and mobile applications

In the configuration page on your dashboard, you’ll find options and instructions to integrate the respective SDKs.

Existing customers, please make sure you switch to the latest version of our JavaScript SDK for your website. For your mobile apps, you’d need to integrate our Andriod / iOS SDKs into your apps. Our customer success team is available round the clock to help you with the integration. Please feel free to reach out to us on support at webengage dot com for any help.

2. Start tracking users and events to build rich profiles and user segments

By simply being present on your website or app, without you having to do anything else at all, WebEngage starts building actionable user profiles for you. We start tracking users anonymously by storing attributes like acquisition source, pages / screens viewed, time spent, repeat visits, geo location and more.

If you start passing user and event information, these profiles get enriched further ..

webengage.user.identify('john.doe@gmail.com');
webengage.user.setAttribute({
    'we_first_name': 'John',
    'we_last_name': 'Doe',
    'LTV': '$2,546'
});
// import WebEngage 'User'
import com.webengage.sdk.android.User;

// Get an instance of 'User' object
User weUser = WebEngage.get().user();

weUser.loggedIn("john.doe@gmail.com");
weUser.setFirstName("John");
weUser.setLastName("Doe");
weUser.setAttribute("LTV", "$2,546");
WEGUser* weUser = [WebEngage.sharedInstance].user;

[weUser loggedIn:@"john.doe@gmail.com"];
[weUser setFirstName:@"John"];
[weUser setLastName:@"Doe"];
[weUser.setAttribute:@"LTV" withStringValue:@"$2,546"];

You can track user behavior, their actions, interactions across devices using events. With every event, you can also track attributes related to that event. For example, if you wanted to track the event “added to cart” with some data about the items which were added, here’s how you would do it using our SDK:

webengage.track('Added To Cart', {
    productId: 1337,
    product: 'Givenchy Pour Homme Cologne',
    category: 'Fragrance',
    price: 39.80,
    currency: 'USD',
    quantity: 1
});
// import WebEngage 'Analytics'
import com.webengage.sdk.android.Analytics;

// Get an instance of 'Analytics' object
Analytics weAnalytics = WebEngage.get().analytics();

Map<String,? extends Object> attributes =
    new HashMap<String,? extends Object>();

attributes.put("productId", 1337);
attributes.put("product", "Givenchy Pour Homme Cologne");
attributes.put("category", "Fragrance");
attributes.put("price", 39.80);
attributes.put("currency", "USD");
attributes.put("quantity", 1);

weAnalytics.track("Added To Cart", attributes);
// Get an instance of 'WEGAnalytics' object
WEGAnalytics weAnalytics = [[WebEngage sharedInstance].analytics;

[weAnalytics trackEventWithName : @"Added To Cart"
andValue : @{
  @"productId" : @1337
, @"product" : @"Givenchy Pour Homme Cologne"
, @"category" : @"Fragrance"
, @"price" : @39.80
, @"currency" : @"USD"
, @"quantity" : @1 };

To make it easy for you, we have created these event templates for ready reference.

Here’s how an enriched user profile looks like ..
Unified Rich User Profiles - WebEngage

3. Build segments

You’ll see a new menu item on the left navigation panel of your dashboard – Segments.

Using this feature you can create segments of users on the basis of user attributes, level of engagement, lifecycle stage, user behavior – i.e. presence or absence of activity or a specific action, geographic location, device attributes like platform, app version and much more.

Segmentation - WebEngage

These segments can be saved and analyzed over a period of time as cohorts, tracking macro characteristics and behavior of your audience over time.

Segment Stats - WebEngage

4. Finally, ENGAGE!

Now that you have users and segments, you can use the channels below to engage with these segment of users.

4.1 Web Messages – The good old Notification, Survey, Feedback tools …

Accessible from the “Web Messaging” section under the Engagement menu, these are still very much a part of our vision and mission going forward. In fact, they’re stronger than ever with reusable segments coming into action on this channel as well. So when you create notifications or surveys for your website audience, you’ll be able to target users using pre-built segments.

Notifications, Survey, Feedback - WebEngage

4.2 Push Notifications – Mobile App Marketing. Re-engage users. Improve retention. Drive repeat behavior

Use a targeted, personalized push strategy to get users back in your app. Drive actions by deep-linking to your app screens. Pass custom data in JSON format to maintain context and enable campaign attribution. A/B test by creating up to 5 variants and track conversion in real-time.

Mobile Push Notifications - WebEngage

4.3 In App Messages – Mobile App Marketing. Deeper engagement. Grab attention. Drive relevant action

Trigger visually stunning and contextually relevant messages inside your mobile app. This is one of the most effective ways to create delightful experiences for active users. You could use In-App Messages to drive app ratings, push in-app purchases, ease new user onboarding or to collect user feedback. Choose from a variety of layouts depending upon the use-case.

In-App Notifications & Surveys - WebEngage

4.4 Email Marketing – Break the silo with end-to-end integrated email marketing.

Batch and blast is a thing of the past. Engage with users on email based on actions or inactions on your website or mobile application. Ready to use integration with ESPs like Amazon SES, Mandrill etc are available. The product has built in A/B testing and conversion tracking.

Email Marketing - WebEngage

4.5 Text Messages – Intimate. Offline. Surprisingly effective.

Soon, we’ll let you send transactional messages to inform, confirm or remind users of past or upcoming events. You could use this channel to also send personalized promotional messages at the right time to drive conversion. We’d be beta launching this feature soon.

Need a demo?

We are now production ready and running evaluation for hundreds of customers. We’d love to give you a peek into our new suite.

What’s next?

We’ll continue to enhance the product suite and keep building depth / flexibility in each one of the above channels. We’d be also enhancing our user insights modules to bring about some cool user and segment level insights. Please keep the feedback coming.

Well, that’s not the end though. Here’s what’s coming up next! Ssshhhh …
Our Journey Designer is now available for beta customers – schedule your demo.
WebEngage Journey builder - a peek

[Announcement] Introducing Gallery – Ready To Use Solutions Right Inside Your Dashboard

With over 30,000 installations now, we are one of the largest repository of not only customer logos, but, also a wide variety of use-cases that help improve on-site conversion rate and customer engagement. We thought it was time to put all this collective wisdom into a set of ready-to-use templates that you can use out-of-the-box with little or no customization. And, we obliged…

Presenting, The Gallery

A repository of ready to use marketing solutions

WebEngage Gallery

Have you been following our #WebEngageLive series on Twitter? We’ve collated solutions to problems that are most frequently encountered by online businesses, across industry verticals. Gallery is a logical outcome of this effort. Before we jump into how this works, here’s a quick glimpse of what does the gallery contain.

Use-cases Galore. Solutions Galore

Click and deploy solutions for your use-case; for your problem; for your industry!

We are building this repository at a breakneck pace. Check some sample cases for these industries to get a sense on what’s coming – E-commerce, Travel / Hotel, Real Estate, Healthcare, Classifieds / Listings, Blog / Content, Banking & Financial Services, Education, SaaS / Enterprise.

Grab your visitor’s attention with a well-designed welcome overlay incentivizing sign ups.

Customer acquisition in the hyper-competitive e-commerce industry is getting difficult by the day. Gallery offers a gamut of ready to use solutions to convert anonymous visitors into leads. Here’s a few samples.

Click and deploy solutions for running lead generation campaigns on your website (See more)(See less)

Highlight a promotion, deal, coupon, bundle etc. using unobtrusive sticky bars in the header or footer.

Shoppers abandon cart due to reasons like high price, a better deal elsewhere, complicated checkout process etc. When it comes to tackling this problem, prevention is better than recovery. Here’s some of the Gallery solutions we’ve devised towards this.

Click and deploy solutions for reducing Cart Abadonment (See more)(See less)

And there’s more. We’re adding several other ready to use solutions for use cases like Product Discovery, Personalized Messaging, Newsletter Subscription, Increasing Social Clout, Voice of Customer, Customer Satisfaction Survey, NPS etc.

How To Use Gallery?

As simple as – Click  ≫  Preview  ≫  Use

Step 1. Choose your template

  1. When creating a new Notification or Survey in your Dashboard, you can now choose one from the Gallery.
  2. You can browse around, filter solutions by your Use Case and Industry.
  3. You can also look at a live preview of exactly how the solution would look and work.
  4. Once you’ve found a solution you want to use, you need to … wait for it … this is important … click on the USE THIS button and you are good to go! 🙂

Well, almost. We take you through a few guided steps, telling you what we’ve preconfigured and how you can change things as follows.

Step 2. Customize content, visuals and targeting rules

For Notifications, you can customize the content and presentation properties.

For Surveys, you can customize the questionnaire and “thank you” message.

You can set Targeting, stating when, where and to whom the campaign gets shown – learn more about our targeting engine.

Additionally, you can customize the Appearance fully, by applying your own CSS if required.

Step 3. Go Live!

One more click to Activate your campaign and voila!

From zilch to a well-designed running campaign in minutes! As always, we’d love to hear your feedback on this.

Trusted by 30K websites. Live use-case gallery: #WebEngageLive

[Announcement] Revamped Targeting Engine – Introducing Traffic Segments And Event Based Targeting

Today, we are very excited to unveil our new targeting engine for all customers.

All your on-site campaigns (surveys and notifications) can now be targeted in a more elaborate way which includes user profile, behavior and intent data. The targeting screen (second step in campaign creation) on your dashboard is now split into 3 broad categories:

1. Where to show? (Session Level Targeting)
2. Whom to show? (Traffic Segment Targeting)
3. When to show? (Event Trigger Targeting)

Underneath is a quick guide on each of these sections and samples on how to use some of the key components therein.

1. Where to show? (Session Level Targeting)

A user’s activity in any session is a clear indication of his/her intent. Using this section, you can now target users who have expressed their intent in a certain way. E.g. users who have visited certain pages, or have performed more than x number of search queries in a session, or have certain cookies planted in their browser etc.

Page URL Targeting

Here’s how an e-commerce store typically configures an on-site promotion to display when a user visits product pages of product-1 OR product-2.

Another example – let’s say you are an online travel website that allows users to book flights. You’d like to display dynamic on-site promotions/offers to users searching for flights based on the sector they are searching flights for. E.g, in the screenshot below, ALL users performing flight searches FROM NYC to any destination BUT Boston, will get to see a pre-configured offer or message.

WYSIWYT – What You See Is What You Target

WYSIWYT (pronounced /ˈwɪz.i.wɪT/) – What You See Is What You Target is a cool new way for marketing teams to build dynamic rules without having to need their developers for any kind of data integration. E.g if you had to run a promotion on product pages where the product price is greater than $50, you can now do that without needing your developer. Check out this cool explainer video on the feature!

To use this feature you specify the URL of that page on which the variable, you intend to use for targeting, could be found.

See the next steps on using WYSIYT →

2. Whom to show? (Traffic Segment Targeting)

Now, we let you build segments on clickstream information of users. That is, all the data that you see inside Google Analytics can now be used to create a segment of users and target them with specific messages. And the great thing? You don’t need to have Google Analytics on your website, WebEngage tracks and stores all this data for you. These are the options within traffic segment targeting:

Device, Visitor Type & Referrer (Traffic Source)

Here’s a scenario – you run an SEM campaign, for the keyword, say, “shoes”. You want to target users who were acquired by this campaign AND are repeat visitors. Underneath is how can achieve the same. Simple!

3. When to show? (Event Trigger Targeting)

You are gonna love this! In layman terms, we “keep an eye” on what the user does while (s)he is on a particular page on your website. E.g, we track the amount of time a user spends, or, the quantum of scroll done on any page, or, whether a user is about to leave your website altogether!

Well, there’s more… We now let you pass your own events so that you can use them to target users. E.g. you could use events like user logged in, added to cart, visited pricing page more than 5 times etc as criterion to target customers with specific messaging.

Leave Intent Targeting

Are you struggling with high bounce rate and cart abandonment rate on your website? Wait no further and try this hot selling stuff from us. We give you a unique ability to present modal overlays to users who are “about to leave” your website. We do this by tracking the cursor movement and display pre-configured overlays just before the user tries to close or switch tabs. E.g you could use this feature to display an overlay like the one below for users trying to abandon your site with items in their cart.

Read more about Leave Intent Targeting here →

Custom Event Targeting

This is the new stuff we have introduced. Any user action on your website can now trigger a push message on the web. To be able to use events, you need to pass data to WebEngage via the JavaScript SDK. If you are an existing customer, the SDK already sits on your website. You need to use our track method to pass eventscheck out the documentation here.

Underneath are a few sample use-cases around how you can use event targeting.

Sample 1: Targeting users with an on-site message as soon as they add an item to their cart.

Sample 2: Targeting users as soon as they login to your web application. However, the message should ONLY pop for Premium users (we call these as attributes for events).

Sample 3: Targeting users who added any shoe worth more than $150 to their cart AND are leaving your website without completing the transaction.

This change is a step in the direction of WebEngage 2.0 – a multi-channel engagement suite that allows you to segment users and engage with them via email, on-site messages (our current stuff), in-app messages, push notification and text messages. We have brought in the concepts of users and events into our engagement module. We’ll maintain (and enrich) profile of all users on your website/app and maintain his/her activity trail so that you can create meaningful segments for engagement. If you are an existing customer, please pass this documentation to your developers to start using the user and event modules in your dashboard.

We’d love to hear your feedback on this change.

Aside, if you have built some interesting use-cases using our targeting options, and, you’d like to get featured in our case-study section, please get in touch with us.

Trusted by 30K websites. Live use-case gallery: #WebEngageLive

[Release Announcement] Unveiling A Brand New Dashboard – Do.The.New

I thank you, the customer, from the bottom of my heart for your faith in the product. Its exciting to see those amazing use-cases that you build everyday on top of our products, your increasing spends on us ;-), your love emails … the list is endless!

The fact that you continued to love us despite all the hardships while using the classic edition of our dashboard, humbles me. You know that we continued to build more value for you. Be it leave intent targeting, or, survey branching, or, multiple notification layouts. We were focused on building stuff that helps you improve conversion rates on your site. I thank you for standing by us.

It is fascinating to know that everyday, on an average, you spend 38 minutes on the dashboard! That’s hell lot of a time to spend on something that doesn’t look pretty 🙂

We knew that …

  • you could not use our dashboard on-the-go.
  • you could not download that NPS score or Customer Satisfaction survey report last minute to refer to, in your monthly review meetings.
  • once you stepped out of your office, it was damn difficult to fix the typo in that active notification, which your boss reported late in the evening and you had no access to a PC.
  • it was hard to search through those 100+ active notifications concurrently running across your website.
  • it was extremely cumbersome to find settings and configurations that you set once.
  • it was a herculean task to view the feedback emails (in your inbox) in context of who the user is and your prior conversations with the user.

All that is set to change as the old is, finally, making way for the new. Here’s how:

My team is working overtime to streamline user experience on the new dashboard. We’ll keep the classic edition live for a few weeks, just in case you don’t like our new stuff. Underneath is a screenshot of how to switch between the two versions:

If you face any issues while using the new dashboard, please drop us a feedback. We’ll proactively engage to seek your inputs inside the new dashboard – of course by using our own survey product 😉

My design team will soon publish a detailed post on what went into shaping this new look and experience. As promised, we are committed to deliver the most amazing software experience for you! Thanks for helping us get there.

– Avlesh

[Release Announcement] Introducing Logical Branching In Surveys

We are elated to announce our brand new addition to the Survey product. Now, you can implement branching logic in your survey forms which allows you to make your questionnaire interactive and contextual, based on responses by an end user.

As always, let’s begin with a demo – a WebEngage powered Mobile Buying Guide

Here’s a mobile buying guide which uses the branching feature. You can try different combinations to see how the questionnaire and recommended product changes (restart button on the right corner).

What is Survey Branching?

Survey branching lets you build logic that enables skipping or inclusion of certain questions and sub-questions based on responses by users. Thus, it avoids the problem of asking redundant questions. It also helps present logically relevant set of questions based on responses. E.g. to a query “Do you play online games?“, if the response is “Yes”, then, subsequent questions related to online games like “Which one do you like better? Sports simulation or Strategy games?” would be more appropriate to ask. Else, the survey could branch out to other questions or simply terminate. Branching makes implementing all this a piece of cake.

Why do I need WebEngage Surveys and branching logic?

Below are some interesting use-cases on how you can use branching for running full page surveys using a survey URL (we call these as “Surveys via a dedicated URL):

  • Insurance/Home loan EMI calculator – this is a must have for BFSI companies who focus on online customer acquisition. With branch enabled surveys, you can build your own custom logic to make an interactive EMI calculator depending upon user input data.
  • Buying guide for gadgets and electronic appliances, for e-commerce companies – the “Mobile Buying Guide” by FindYogi, which you saw above, is a perfect example of this.
  • Pricing plan selector for SaaS companies – pretty much all SaaS companies have a tiered pricing structure. Users might find it difficult to choose a plan. With the ability to branch out based on responses, you can create an amazing pricing plan selector.
  • Property buying guide for online real estate companies – a fully interactive finder, which allows you to present a human face by asking logically relevant questions!
  • Tour package selector for tour & travel companies – ask questions about special interests (adventure, wildlife etc), food preferences, expense levels etc to suggest a tailor made holiday package. At the end of it, add a link to book the holiday straightaway!

Below are some interesting use-cases on how branching can be put to some great use with our on-site surveys (we call these “mini surveys via the WebEngage widget”):

A sample on-site survey to measure the effectiveness of your search results

  • Customer satisfaction surveys post purchase – the kind of insights your marketing and product teams can gather from customers making a purchase is amazing. Here’s an example. Our customer satisfaction surveys on order-confirmation pages (for e-commerce companies) have an average response rate of more than 20%! Oh yes! Give it a try, you’d love it.
  • Missing product surveys – on your search results page, or, your catalog page, you can pop a survey after, say, 30 seconds (time delay targeting, as we call it) which enables you to seek user feedback on whether the search results were up to mark or not. Here’s an example. There’s no better way of building a catalog that your users really want!
  • Demographic surveys to profile your site visitors – when was the last time Google Analytics told you “who” your site visitors really are? No, they just cannot. The only way to find that out is to ask your users. Here’s an example. Imagine the kind of content personalization you can do, when you have this data!
  • Measure your Net Promoter Score and seek instant feedback from pissed off users – oh, did you not know that we support NPS question type? Yes, we do. Here’s an example. With branching, you can now instantly seek feedback from users who are passives or detractors for your brand. Did we mention that this data (the survey responses) can be instantly pushed into your CRM/Email/Call/SMS pipeline using WebHooks? Yes!
  • Surveys for product management teams to prioritize features – how many times do you get stuck with the question of what to build now versus what to build later? We face it all the time. There’s no better way to do it than to ask your customers about what they want. Here’s an example. With survey branching you can go deeper into each of those options to get a sense of what your users seek from your product.
Ah! I am loving it! How do I use this feature?

Let us walk you through, in a few steps, on what does it take to create a survey with branching enabled. The case in point is the Mobile Buying Guide survey you saw above.

Step 1. Build your survey
Building a survey involves 2 steps – adding pages and then adding questions to these pages. The screenshots underneath illustrate how to do these.

Adding a question to a page (we support all types)

Adding question to a page (we support all question types)

Adding pages to a Survey

Step 2. Building destination pages

We call these “Thank You” pages. You can build any number of these pages and label them. Depending upon responses to questions in pages above and your branching logic, a survey will terminate on a particular “thank you” page as pre-configured by you. We support rich HTML markup in these pages as illustrated below.

Destination (or Thank You) pages

Step 3. Build Branching Logic

Now that you have your survey questionnaire and destination pages ready, you can link these logically. We have page logic and question logic that allow you to build a survey flow based on user’s response. Underneath is an illustration of how we let you build this logic and how it gets displayed to you visually, as well as textually.

Adding a branching logic

Your branching logic (displayed visually)

Your branching logic (displayed textually)

Wow! Anything else I need to know?

That’s pretty much it! Once you have collected some responses, our analytics and reporting modules will amaze you further more with the visualizations. If you are our new Premium or Enterprise plan customer, this feature is already activated in your account. If you are not a WebEngage user yet, do give us a try – we offer 14 day FREE full feature trial on all our plans, sign up today webengage.com/pricing

Thanks for a patient read. We hope you’d like this new addition. We’d love to get your feedback.

[Announcement] Introducing the Modal (Lightbox) Notification Layout

We are excited to announce the addition of yet another gem in our kitty, a brand new Notification layout – we call it the Modal (Lightbox) layout. This layout allows you to build blocking page overlays containing rich HTML content – no prizes for guessing that though 🙂

Try a demo of Modal (Lightbox) layout

Here’s how a sample layout looks on customer’s website:

Our Modal (Lightbox) layout in action

Cool, ain’t it? 🙂 You can use this layout for a wide variety of use-cases. For your ready reference, we have put some of them underneath:

  • Display page blocking content to users exiting your site. This layout can be used in conjunction with our leave intent targeting to convert users who are exiting your site, by making one last attempt to stop them from leaving by displaying a relevant offer/message/promotion.
  • Create page diversions based on rules. Want to ask visitors coming from Mexico to your “.com” website to visit your “.com.mx” website instead? Want similar rules based on traffic source (Google Search, Affiliate site), cookies, user’s browser, platform etc to create an overlay and ask users to go somewhere else? Say hello to the Modal (Lighbox) layout. Check out the targeting rules you can use.
  • Display offers/deals on your campaign landing pages. Do you run ad campaigns to get people on your site? Use our traffic source targeting to identify such users and display an overlay on your landing page. You can design the content therein to be rich HTML with images, hyperlinks etc.
  • Blocking page content to drive paid content subscriptions. Wanna drive paid content subscription on your site? Present a page blocking overlay to visitors asking them to buy a subscription. Using targeting, you can choose to do it only on certain categories of content or sections of your site.
  • Handhold first time visitors on your site. Educate the first time visitors on how to use your site. Add images, screenshots, videos etc in the content area to make the most of it. Once you have created the notification, you can specify “for new visitors only” in the targeting section. Simple!

Can’t wait to use it? We know! It can really get tempting 😉 The best part with this is that, if you are an existing customer, you won’t need to change ANY code on your website. Like all things WebEngage, this too will work out-of-the-box. Here’s a step-by-step guide on how to create this notification for your website:

Step 1. Create a notification

Choose the Modal window layout to start creating your notification

Step 2. Add content and call-to-action (and

preview the changes live!)

Add rich HTML content to the content area and an optional call-to-action

Step 3. Configure options specific to this layout (Modal) and add/modify UI theme

Choose the width of content area, alignment of c2a button etc

Tweak the UI color scheme by modifying theme

Step 4. Add rules to filter the audience which gets to see this notification (more on targeting here)

The rule above says – display this notification ONLY on this post (url) for users leaving the site (leave intent)

Step 5. Advanced options; activate and go live!

Optionally run the notification as a campaign, activate and go live!

Step 6. Get realtime stats and reports. Optimize.

Realtime clickthrough reports – based on geo, browser etc

Demo time? If you are using a PC browser, try moving towards the browser close button and see this notification in action; else, try clicking on the button below:
Try a demo of Modal (Lightbox) layout

Hope you liked what you saw. Your comments are welcome.

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Stay tuned. We love you!

[Update] Sticky Header Notification Updates – Close Button Becomes Optional, Introduction Of Minimize Option And A Better Live Preview

4 months ago, when we released sticky header layout for notifications, we didn’t know it would sell like a hot cake. Its amazing to see the kind of use-cases our customers have been using it for – from system alerts to dynamic messaging to running offers/deals/discounts to smart notifications based on our targeting criterion, we have seen them all.

If you haven’t used this Notification layout already, do take a look at some of the use-cases captured live on our customer websites, you’d love these – #WebEngageLive

We have added two new options in the Notification create/edit screen:

Close button is now optional and the ability for users to minimize a notification has been added. Underneath is a preview of how these appear on your website when both the options are used. On the right hand side is the “minimized state” of a notification, as it appears on your website.

As an outcome of this change, you can, now, get rid of the close button in your sticky header notifications whenever you want to run persistent notices on your website.

Note: Notifications when minimized by a user on your website, appear minimized in his/her next visit. Want to check out other options in this layout? Check out the post here.

Stay tuned, we love you!