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Create site messages for your contacts

Updated

This article demonstrates how to create and send personalized site messages to your contacts.

 

To use this feature, Site Tracking is required. You need to whitelist your website on the Website > Tracking page in your eduCRM account. For more information on how to complete this step, please refer to our articles on the Overview of Site Tracking and Setting Up Site Tracking.

What are Site Messages?

Site messages are initially displayed as an "Initial Message" in the bottom-right corner of your website. This position is set globally, but you have the option to adjust where these messages appear for individual contacts. It's important to note that any changes made to the position of one site message will affect all other messages as well.

When a contact clicks on the "Initial Message," it expands into a "Detailed Message." You can customize the appearance of both types of messages. Additionally, you can use personalization tags to address contacts by their first names or display other specific information, such as dates, geographic data, contact fields, and e-commerce details.

Sending a site message

When a contact triggers the “Send a site message” action in your automation, the site message is queued for display. The next time the same contact visits your site, the message will be shown to them.

Create a site message

Site messages are sent with the “Send a site message” automation action. To set it up:

  1. Click Automations on the left menu.
  2. Click “Edit” for the automation you want to use or create a new automation.
  3. On the right pane, select “Sending Options” > “Send a site message” and drag the action to your automation.
  4. A modal window will appear. Complete the following;
    • Message name - Click the dropdown and select an existing message name or create a new one. If creating a new one, use a clear name that describes your site message in a way that will make sense to you and your team in the future. The message name is not visible to contacts
    • Display on - Here, you can display the site message on any of your web pages or specific pages. To use either option, click “Edit” and choose “Any page on my website” or “Specific pages”
      • If you selected “Specific pages,” use the fields to select your domain and add the subdomain of where your site messages should appear. You may use an asterisk character as a wildcard placeholder
      • Click the “Add a new page” button to add more pages
      • Click “Done” when finished
    • Location - Select how and where the site message will appear for contacts. Click the “Edit” button, then use the dropdowns to select an effect and location for the site message. When finished, click “Done”
    • Design message - Click “Design message.” We will redirect you to a page where you can build your initial and detailed site messages
      • Initial message:
        • Choose a layout, theme, icon style, set background and foreground colors for the icon, and select an effect and position for the site message. Your selection here carries over to the “detailed” message
        • Click “Message text” on the composer to create your site message. Clicking “Data attribute” lets you personalize the message and displays information specific to your contacts. Clicking “Emoji” lets you add an emoji to your message
        • When finished, click “Save”
      • Detailed message:
        • Click the “Detailed Message” option at the top of the composer
        • Click “Message Title” to give your message a name
        • Click “Message text” to add your message. Here, you can insert personalization tags and emojis
        • Click “Button text” to add text to your button. Note that you can align the text to the button's right, left, or center. If you don’t want to use a button, click the “X” to remove it
        • As you hover over the message builder, you will notice an option to include images and additional buttons
        • On the right pane, click the “Style” dropdown to choose “Pinned” or “Floating”
        • When finished, click the “Save” button

Sending multiple site messages

It's not possible to retract a Site Message that has already been sent to a contact. However, if you edit the original message, the contact will receive the updated version.

If a contact receives multiple Site Messages, they will be displayed vertically, one on top of the other, until the contact dismisses them.

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