Campaign Recipe - Display CTAs based on who someone is and where they are in your funnel | RightMessage

Campaign Recipe - Display CTAs based on who someone is and where they are in your funnel

A Call To Action (or CTA) is a button or link you place on your website to drive potential buyers to click through to another area of your website, such as a landing page, where they can purchase products you are offering.

Your customers needs are likely to change over time as they progress through your sales cycle. Your Call To Action buttons and links should reflect the stage your customer is currently at to help them progress comfortably to the next stage.

The campaign creation area in RightMessage has provided a ‘recipe’ to quickly set up a campaign to target your subscribers so you can adjust any call to action buttons or links.

How to setup and configure the campaign recipe

In your RightMessage admin area, click ‘Dashboard’ to navigate to the campaign creation area.

If this is your first campaign, click the yellow ‘Create A Campaign’ button.

If you are creating an additional campaign, click the ‘Start a new campaign’ button

In the campaign creation screen locate the ‘Display CTAs based on who someone is and where they are in your funnel’ recipe and click the gray ‘Use This Recipe’ button.

Tip: Click the arrow beside ‘Start a new campaign’ if you need to exit the campaign creation screen.

Complete the required fields provided for this recipe.

For the ‘Display CTAs based on who someone is and where they are in your funnel’ campaign, select an existing segment group or create a new one.

  1. Set up a new segment group (if required)

  2. Select from an existing segment group. The segments belonging to that segment group will display under the dropdown field.

  3. Click ‘Set Up Campaign’ once done.

Setting up a new segment group

If you have not set up a segment before, click the grey ‘Set up new group of lifestyle stages’ button.

  1. Toggle to activate or deactivate the segment.

  2. Click on the segment name to edit the name.

  3. Use the drop downs and fields to set up the conditions for the segment

Once you create the ‘Set Up Campaign’ button, RightMessage will automatically create the new campaign and redirect you to the campaign editing area for you to begin personalizing the website.

To make sure your new campaign is saved, click the ‘Publish’ button in the top right corner of the screen.

RightMessage will save the new campaign.

If you want to track the campaign, click the yellow ‘Yes. Click This Campaign’ button to assign a goal to the campaign.

Learn more about creating a goal here.

Example to display a CTA based on who someone is and where they are in your funnel.

To start personalizing for your campaign, locate the CTA element you want to adjust.

In the main campaign editing area, hover over the page you are personalizing and use the pink outline to locate the form element, or entire form area, you want to adjust.

Click ‘Start Personalizing This Link’.

Use the editing box to make any necessary changes to the text, visibility or style of the element.

Personalization suggestion

Use the ‘Destination URL’,  ‘Text’ and ‘Additional Styles’ to replace the URL and text of the CTA, and change the look of the button.

Apply the personalization to multiple pages on your website

If your personalization is going to show on more than one page, click ‘Affected Pages’ and use the pink ‘+’ icon to add multiple URL slugs.

Personal Panda says:

For ‘parent’ pages where there are associated ‘child’ pages, use an asterisk in the slug field. This is called a ‘wildcard’ - e.g. category/* - where all child pages of a category page - e.g. category/member-posts/ - will be affected by the personalization.

Applying personalizations to Multiple segments

If you the form needs to be hidden or personalized for multiple segments, use the ‘Segment’ switcher to change to a different segment.

Learn more about personalizing for multiple segments.

Publish the personalizations

Click the ‘Publish’ button in the top right of the screen once you are done.