This article provides information for creating your Overlay Web Channel campaign.
The Overlay Web Channel campaign will appear above your normal website content on the top of it as an extra layer to raise your visitor's attention. For example, you can create an Overlay campaign to:
- Reactivate your inactive customers with offering (personalized) vouchers.
- Create a News letter sign up form for not registered visitors (Based on CRM data).
Web Channel campaign must be enabled for you by Emarsys Support, and requires steps 1 and 2 of the Web Extend Data Collection Scripts to be implemented.
Selecting a template
To create a new Overlay campaign using Web Channel templates, you need to perform the following:
Choose a pre-created, designed campaign. For details, see Selecting your campaign template.
Ensure you set the following:
- For Overlay Web Channel campaign you cannot select Unintrusive messaging, but you can set any other campaign strategies.
- Set the format of your campaign as Overlay.
- Select your editor type according to your needs.
Optionally, you can select a blank campaign.
You can edit or copy an existing campaign listed under the Campaigns tab, if you don't want to create a new one. You cannot edit a campaign, if the status is Running or Publishing or Active and awaiting publishing.
Creating an Overlay campaign
Once you have selected your campaign template, or started to edit an existing one, the creation wizard opens.
1. Campaign settings
1. Define the general settings. For details, see Campaign Settings page.
Optionally, you can define filters in the Browsing session filters menu of the Campaign Settings.
Click Save and Continue to proceed to the Placement page.
2. Placement
2. Define how and where to display the campaign on specific pages or on specific URLs. Currently the overlay is always shown in the middle of the page.
You cannot specify the position where the overlay is displayed on the web page.
See details at the Show on these pages drop-down menu description. You can check a preview of the selected page in desktop or mobile view.
Click Save and Continue to proceed to the Content page.
3. Content
4. Choose a layout, edit the content according to your needs either with the Visual Editor, or HTML editor.
Note the following:
In Visual Editor you can do the following:
- Layouts tab: You can filter and select layouts by tags to apply for your Overlay campaign.
- Variables Editor enables you to customize and fine-tune the elements and test your campaign on the Content page.
In HTML editor:
- Creative Selector: You can select here to create a form or a post registration.
- Insert personalization tokens, if the recipient source permits.
- In HTML editor you can use JavaScript in the HTML code.
Optionally, you can test your newly designed Web Channel campaign in a new tab or window. For more information on testing, see Testing a Web Channel campaign.
Click Save and Continue to proceed to the Trigger & Scheduling page.
4. Trigger & Scheduling
5. Before activation you can set when and how often you want to display the Web Channel content. For details, see Trigger & Scheduling description.
For Overlay campaigns only you can set the Display Trigger function when to display your campaign:
- When the visitor entering the page after – The campaign will be displayed after the specified time period when the customer visits your website.
- When the visitor leaving the website – The campaign will be displayed when the customers intends to leave your website (When the pointer of the mouse gets about 20 pixels close to the top of the website, there will be a 0.5 second delay and the campaign is displayed).
Note, that the delay timer starts once the page where the Overlay campaign is displayed has loaded.
6. Click Save then Activate and the campaign will become visible on the Campaigns tab as a ready campaign.
When a campaign’s status is Running or Active you cannot edit it anymore, otherwise it is editable.
You can see more information on Activating a campaign or Managing Web Channel campaigns.