Managing Your Campaigns

Campaign Management

There are 5 tabs within each Campaign to help you manage your Campaign

Figure 1: 5 Tabs

1. Popouts - This helps you set your Base Popout (the default Popout that shows when no conditions are met) and your special condition Popouts. It also helps you order the priority of your Popouts.
   
   Figure 2: Popouts
   
   
2. Statistics Overview - This shows
   • the number of impressions, opens and interactions AND 
   • how those are split between desktop and mobile
   • over a set period of time (user-defined)
     
     
     Figure 3: Statistics Overview
     
     
3. Form Contacts - This shows all of the form submission details made from all of the Popouts contained within the campaign that have used the Enquiry Form contact method.
   
   Figure 4: Form contacts
   
   
4. Additional Settings - This is where you get to set 
   • delay on your Popout to show
   • z-index setting if your Popout is obscured by other elements of your website (the higher the z-index, the more likely your Popout will come out on top)
   • enable or disable mobile view
     
     
     Figure 5: Additional settings
     
     
5. reCaptcha - this is where you get to choose your reCaptcha key to have your form protected from spam.
   
   
   Figure 6: Add reCaptcha

 

Popouts Section

You can have many Popouts created for a single campaign. This is where you will be:

1. Setting which Popouts take priority when certain conditions are met through the Priority column numbering (you can drag & drop your Popouts to reorder them)
2. Turn on and off Popouts at the flick of the Status toggle.
3. Viewing how well each Popout is doing (number of impressions, opens & interactions)

Figure 7: Popouts Section

 

To find out how to set the conditions for your Popout to appear, please refer to 24 - What Is A Campaign and look for the title 'Add Special Conditions'

To find out how to manage Popout priorities, please refer to 25 - Managing Your Popout Priority as that gives a comprehensive overview of the purpose of this entire section.

 

Statistics Overview

This provides an overview of how well your campaign as a whole is doing by showing you:

1. Total traffic

2. User impressions

3. User opens

4. User interactions

for a defined period of time. To select a period, you can toggle between weekly or monthly.

Figure 8: Toggle Weekly / Monthly

Toggling between weekly or monthly would then determine the selection of the dropdown to the right of it. 

Figure 9: Weekly selection

Figure 10: Monthly selection

 

Once you choose your date range, it will then aggregate the statistics from all of your Popouts within your campaign.

Figure 11: Combined Statistics

 

It also shows you the split percentage of traffic to your Popout between desktop and mobile for this campaign. 

Figure 12: Traffic split between desktop and mobile

 

You can also see your top performing Popouts, which is only for Popouts with the most form submissions (for now). 

Figure 13: Top performing popouts based on form submissions (Substitute)

 

You also get a graph which will show you if your campaign is performing well overtime and will also help you to identify a trend.

Figure 14: Spot the trend for your impressions, opens & interactions over time

 

 

Form Contacts

This shows all of the form submission details made from all of the Popouts contained within the campaign that have used the Enquiry Form contact method.

 

Figure 15: All form submissions made through your Popouts

 

There is a summary at the top that lists how many form submissions you have received from all of your Popouts (provided they have a form).

Figure 16: Summary of all submissions

 

There is a search bar on top that allows you to filter your submissions based on a search term. The search term will be applied against all of the available column/fields in the form submission table. To confirm.

Figure 17: Search filter

 

You can also sort the form entries by their

1. Date of Creation

2. Date of Update

3. Special Condition (based on your priority numbering in the Popout section)

 

Figure 18: Sorting order

 

There is no known limit to the number of form entries that can be stored. However, this form submissions table will only show 10 results at a time. To view older/newer results (if sorted by date), use the pagination below to navigate to the next 10.  

 

Figure 19: Pagination

 

Additional Settings

This is where you get to:

• • delay on your Popout to show
    
    Figure 20: Popout delay setting
  • set the z-index setting. If your Popout is obscured by other elements of your website (the higher the z-index, the more likely your Popout will come out on top, pick a number between 0 to 99)
    
    Figure 21: z-index setting
    
    
  • enable or disable mobile view
    
    Figure 22: Mobile view toggle

 

reCAPTCHA

This is where you get to choose your reCAPTCHA key to have your form protected from spam.

To find out how to start your own reCAPTCHA key, follow this resource below:

https://cloud.google.com/recaptcha-enterprise/docs/create-key

If you have problems doing so, you can reach out to Chromatix Digital Agency, our digital partner to help you set it up. 

You would need to have set up a reCAPTCHA type v2 key (NOT v3) and at the end of a successful setup, you should get your Site Key and Secret Key.

Once you have them:

1. Click on Anti-Spam on the Dashboard
   
   Figure 23: Anti-Spam
   
   
2. Click on "Add ReCAPTCHA"
   
   Figure 24: Add ReCAPTCHA button
   
   
3. Name your key and add in the Site Key and Secret Key
   Figure 25: reCAPTCHA settings
   
   
4.  Go back to your reCAPTCHA section under Campaigns, and select your key in the dropdown. And that's it! Your form submissions should now have a higher protection from spam.
   
   Figure 26: Choose your reCAPTCA key saved
   
   
5. You can tell your install is successful when you see this on your Popout forms
   
   Figure 27: reCAPTCHA v2 working