Website Automation

Website automation enables real-time contextual delivery of fully automated and personalized touchpoints such as popup, exit popup, web push or live chat to people visiting the website. The time of their display and content are adjusted in a 1-to-1 model for both customers who have their own behavioral-transactional profile in SALESmanago and anonymous users depending on how they behave on the website.

 

Website automation allows:

  • acquiring new contacts and establishing personalized conversations much more effectively
  • significantly improving the service of current clients of companies by directing dedicated communication
  • increasing sales conversion by supporting the purchasing process with information about offers and recommendations dedicated to the client

 

Website Automation enables creating advanced scenarios of providing content for the website, such as:

  • pop-up and exit pop-up
  • displaying consent forms of Web Push notifications
  • opening Live Chat window
  • changing text in chat bubble
  • performing any javascript on the website

When you create a scenario, you configure the set of customer features and indicate which behavior on the website should trigger a particular content.


In order to create a new Website Automation Rule, go to

AUTOMATION PROCESSES → WEBSITE AUTOMATION


Content:

  1. Website Automation – how it works
  2. List of rules
  3. Creating rules
  4. Priorities
  5. List of elements in rules of Website Automation

 


1. Website Automation – how it works

  • rules of Website Automation work for both anonymous and monitored contacts
  • you can use events, conditions and actions in order to create rules
  • events and actions are obligatory elements in rules (conditions are optional)
  • if there is a condition in the rule and there are two alternative paths after the condition (first, when the condition is met – if yes and if the contact does not meet the condition – if not), the contact follows one path only, what means that it is not possible to be in a few spots at the same time
  • contacts can participate in a few rules at the same time
  • one rule can be activated for one contact once a day only, however it is possible to start the whole path once again the next day (or other of your choice) on the condition that all requirements are met
  • each rule always starts with one event Contact visited URL where you select the domain and the subpage (optional)
  • after the event you can have a condition which if it is met (if yes path) or not (if not path) triggers a particular action; in the case that there are more conditions in the rule, all of them have to be met
  • all actions take place according to the priorities
  • on the list of rules there can be an unlimited number of rules, there are also no limits in number of rules with “active” status
  • in the case of any changes in the rule, they apply only to contacts who start the path after implementation of changes; contacts who have already started the rule follow the path in the form which it existed at the beginning of their path
  • each rule needs to be saved first and then activated
  • settings in rules of Website Automation are overarching when compared to settings in other creators (e.g. for pop-ups and web push notifications); it means that inactive pop-up will be displayed if it is set to display in the rule of Website Automation

2. List of rules

 

[1] Name – name that is used to find the rule in the system

[2] Date of creation and modification – information when the rule was created and when it was modified

[3] Rule status – rule can be active or inactive; each rule has to be saved and activated

[4] Edit – click in order to edit the rule

[5] Analytics – click it in order to check the analytics of the rule

[6] Action – select one of the following actions: duplicate (use it when you want to have a few rules which differ just in details), deactivate/activate in order to change the status of the rule and delete to remove the rule from the list.

Learn more about Website Automation


3. Creating rules

In the main menu go to Automation Processes → Website Automation and click + Add new rule.

You are redirected to such a view.

 

 

[1] Rule name, date and time when the rule was created – thanks to these details you can find the rule on the list; each new rule has a default name which can be changed in Settings (see below) at any time.

[2] Settings

 

[A] Name – here you can change the name of the rule

[B] Number of rule activations for one contact – specify how many times one rule can be activated for one contact who meets all requirements

EXAMPLE: In the element action: display pop-up you select URL address where pop-up will display. It means that for each contact visiting the specified URL address pop-up will be displayed once only.

[C] Interval between the rule activations for one contact – time period specified in days after which the rule is activated for one contact; rule activation takes place if the contact meets requirements again after the time period specified here. Use this option when the number of possible rule activations is greater than 1.

EXAMPLE: If you want the rule to be activated for a contact more than once, decide about the interval. If you have a pop-up which displays on the selected subpage and you define a three-day interval, the said pop-up will be displayed again after 3 days.

[D] Cancel, Save – click Cancel when you want to reject changes or Save to implement them

[3] Categories – click available categories and go to the following elements: events, conditions, actions in order to add them to the rule

[4] Activate rule – click the slider in order to activate (ON) or deactivate (OFF) the rule

[5] Save – click it to save changes

[6] Elements – click it to see all available elements (events, conditions, actions) which you can place as rule elements using drag&drop method

Available elements:

  • events activate rules for contacts who have to meet the requirements specified in in events
  • conditions are optional, after their verification actions are triggered
  • actions can take place immediately after events (if there are no conditions) or after meeting the requirements of conditions; if the rule is created with alternative paths, “if yes actions” take place for contacts who meet requirements at the moment of checking them (events and conditions) while “if not actions” take place when requirements are not met

4. Priorities

Rules of Website Automation are to activate particular actions on the website in the real time. In order to avoid the situation when a few actions take place simultaneously, prioritize them.

In the main menu go to Automation Processes → Website Automation and then click Priority settings.

You are redirected to such a view.

 

[1] Priority settings – in order from left there are actions with the highest priority, use drag&drop method to change place of elements and priorities

[2] Preview of Website Automation – look at the preview here and change priorities if needed

[3] Edit – click it if you want to implement any changes to the rule

IMPORTANT:

  • Priorities are especially important if the rule is created with a few actions. If the contact visits the website and meets specified requirementsm, selected actions do not take place simultaneously. They are activated according to the priorities (e.g. pop-up is first, then the form after a specified time period)
  • For Action: execute custom script priorities do not apply

5. List of elements in rules of Website Automation

  • events
    Contact visited URL
  • conditions
    Anonymous/monitored contact on URL
    Contact visited URL X times
  • actions
    Display pop-up
    Display chat with text
    Display chat icon with the text
    Display consent form on Web Push
    Execute custom script

Remember that rules of Website Automation are a perfect solution which thanks to the analysis of users behaviour on the website, as well as information about behavioral profile and transactions, are able to adjust content to the needs and expectations of the users.