Getting started with RightMessage is really quick and easy!
What’s even better, you don’t need an Amazon-sized dev team (or, really, any dev team) to personalize your website.
The below steps will help you get started using RightMessage.
1. Create A New Account (or create a new profile for a second website)
You can use RightMessage to personalize an unlimited number of websites on any of our pricing plans.
You can create accounts for each individual site within your RightMessage admin.
Follow the steps below to set up a new account in RightMessage.
Navigate To 'Accounts' In Your RightMessage Admin Area.
Log into your RightMessage account.
Click on the ‘gear’ or cog icon in the top right of the screen and select 'User Settings'.
Alternatively, click on the toggle arrow beside the currently selected account name, and select 'Create a new account'.
Click on the ‘Accounts’ tab in the sidebar menu on the left of the screen.
In the 'Accounts' area you will see a section to add a create a new account for a new site you want to personalize with RightMessage.
You will also see a section showing any current accounts you have available.
In the ‘Create Account’ box, add a name for the new account, and the URL the account will be associated with.
Note: The website must be a https URL in order to work with RightMessage.
Once the new account is created, you will be automatically taken to the dashboard for the new account.
A popup will display with the code you need to add to your website in order to use RightMessage.
Note: The RightMessage tracking code for each account you create is unique. Make sure you add the correct tracking code to it’s corresponding website and you are not using the same tracking code on multiple websites.
How To Navigate Between Your RightMessage Accounts
To move between the different accounts within RightMessage, click the toggle arrow beside the currently selected account name, and select the account you want to switch to.
Please note, your website must be a HTTPS URL in order to work with RightMessage.
In 2014 Google confirmed that websites with a strong HTTPS encryption will rank better than their HTTP counterpart and websites that have NOT switched to HTTPS are now marked as unsafe in Google Chrome.
Related reading: HTTPS: Just a Google ranking signal?
2. Install Your Tracking Snippet
PLEASE NOTE: To start personalizing your website you’ll need to install the snippet on every page of your site, just before the closing </head> tag.
Don’t worry, this is super simple to do! Just copy-paste the tracking snippet into your website’s template page so that it appears before the closing </head> tag on every page of your website.
Below are step-by-step instructions on how to install RightMessage on your website.
3. Integrate RightMessage with your Email Service Provider (ESP)
In order to start using your Email Marketing service in your personalizations, you must connect your Email Service Provider (ESP) account to your RightMessage account.
If you have not integrated your website in RightMessage with any email marketing services, the main dashboard in your RightMessage account will prompt you to integrate with an email marketing service.
Click the yellow ‘Go To Integrations’ button.
Alternatively, click on the ‘gear’ icon in the top right of the screen and select ‘Integrations’.
From the Integrations page, select the account that you’d like to connect.
User Guides: Integrate RightMessage With Your Email Service Provider
4. Create A Segment Group
Segment Groups are the foundational component to your personalizations in RightMessage
Segment groups determine the types of conditions required to be met in order for a visitor, subscriber, member or customer to see the personalizations you add to a website.
Creating A New Segment Group
In your RightMessage dashboard for the website you are personalizing, click ‘Segments’ in the admin bar.
In the left sidebar, click the ‘+ Create a new segment group’ button to create a new segment group.
Note: The segment area in RightMessage does not replace the tools you use for managing tags/segments in your ESP/CRM account. If you have not created a RightMessage segment yet, this area will appear blank when you first navigate to this area.
Select the type of segment your new segment group will be used for.
For the segment type selected, complete the additional fields required (you will be able to edit this information once the segment group has been created).
Toggle to deselect segments you don’t want created
The segment name
Tag(s) assigned to a segment
Click the yellow ‘Create Segment Group’ button once the fields have been completed.
The new segment group will be saved and automatically appear in the left sidebar.
Publish The New Segment Group.
To make sure your new segment group is saved, click the colored ‘Publish’ button in the top right corner of the screen.
5. Create A New Campaign In RightMessage
In order to create use the RightMessage to personalize a website for different segment groups, you will need to set up a ‘campaign’.
Creating A New Campaign
In your RightMessage dashboard for the website you can create a new campaign in two ways.
If you have not created a campaign before, click the yellow ‘Create A Campaign’ button.
If you are creating an additional campaign, click the ‘+ start a new campaign’ button at the top left of the screen.
For your new campaign, you can either select from one of the growing collection of ‘recipes’ or create your own custom campaign.
Tip: Click the arrow beside ‘Start a new campaign’ if you need to exit the campaign creation screen.
For a pre-existing recipe, complete the required fields provided.
Click the yellow ‘Set Up Campaign’ button.
For a custom campaign, add a name for the campaign, and either select an existing segment group or create a new one.
Click the yellow ‘Save’ button.
RightMessage will automatically create the new campaign and will redirect you to the personalization area for you to begin editing the elements of your website for that segment group.
Publish The New Campaign.
To make sure your new campaign is saved, click the colored ‘Publish’ button in the top right corner of the screen.
Learn more on how to manage your campaigns.
- 1. Create A New Account (or add a second website to RightMessage)
- 2. Installing The RightMessage Tracking Snippet
- 3. Integrate RightMessage with your Email Service Provider (ESP)
- 4. Create Your First Customer Segment
- 5. Create Your First RightMessage Campaign
- 6. Using Goals To Track The Progress Of Your Campaigns