How to create a Dynamic Messaging campaign

In this article, we'll discuss how to set up a Dynamic Messaging campaign. You can either watch the video below or read the step-by-step directions.

Step 1 - Create Campaign

1. In the navigation menu of the Crobox App, go to > Design > Dynamic Messaging.

2. Select Create Campaign on the top right corner

Step 2 - Choose Your Campaign Type

The options you see here depend on your Crobox package, as well as your selection in the previous step. The options seen above are for the "Advanced flow".

You can choose from 5 campaign types: Message Badging, Image Badging, Notifications, Interactive Overlay, and Product Stories. To read more about the differences between campaign types, see the guide here.

1. Message Badging

   1. Campaigns with text only. They usually appear as part of a product card but can be in-line elsewhere as well.

   2. E.g., “Popular”.

2. Image Badging

   1. Similar to Message Badges, these can appear on a product but can be image and text, or only an image or icon.

3. Notifications

   1. Pop-ups that appear somewhere on the screen, usually after a certain amount of time.

   2. Generally bigger than badges and can contain more information because they appear on top of website content instead of in-line. For this reason, notifications usually contain a close button.

   3. E.g., “This product was bought X times.”

4. Interactive Overlay

   1. Includes banners at the top or bottom of your screen, countdown timers, links, or even exit-intent pop-ups.

   2. Generally contain a lot of information and can either show immediately or show after a certain amount of time.

5. Product Stories

   1. Allow you to showcase product video directly on the Product Lister Pages, by having video files that play when a user hovers on a product.

For more on where you can leverage your badges, overlays, and notification, read this blog post.

Step 3 - Campaign Configuration

1. Details

1. Choose your Campaign Name

   1. Choose a descriptive name for this campaign

2. Campaign Description (optional)

   1. Write a short description that describes this campaign

3. Performance Tracking

   1. Turn on when you wish to track the performance of your campaign against a control group. Note that this will reduce the number of visitors exposed to your campaign (depending on the traffic ratio split).

4. Traffic Ratio

   1. This ratio determines how much percent of your traffic is going to be exposed to this campaign (or is allocated to the control group).

   2. This will disappear when Performance Tracking is off

5. Linking Campaigns *new

   1. When you toggle Link this campaign performance to other campaigns, the campaigns will share the same control/variant groups

   2. Once a user is selected for control or variant for one of the linked campaigns, they will always be in that group when the linked campaign is the highest priority on a given page

6. Click Create Campaign Draft when you are happy with your settings (you can come back to edit this later)

2. Design

1. Select Campaign Design

   1. Choose your base design (you will be able to customize this in the next step)

   2. 1. You can select from our Crobox Template Gallery or from any saved designs you have created

2. Customize Design

a. Depending on the type of message, you can then choose different formatting options, such

1. Background Color

2. Border Color

3. Element Height/Width

4. Font Color/Size

5. Text Alignment

6. Image Alignment/Padding

3. Select Campaign Location

a . Page Targeting: Select the pages where the campaign should appear

b. Click Next

c. Placeholders

d. A placeholder is where on the page the campaign will show

e. Placeholders can be relative to elements on the page (such as product images or titles) or they can be absolute (such as always at the top or bottom of the page)

f. For each page type that you have selected, you will need to have an associated placeholder

g. You can contact your Crobox contact if you do not see a placeholder that you need and they can help you create a new placeholder

h. Click Next Step to save (you can come back to edit this later)

3. Targeting

1. Product Segment: A product segment is a filtered group of products that your campaign will target

   1. You can select from existing product segments or create a new one by clicking “Create New Segment…”

   2. You can search for products based on Product ID or Name

   3. You can also upload Product IDs in bulk using Batch upload

   4. To Batch Upload a Product Segment, upload a text file with one product ID per row

2. Audience Segment: An Audience Segment is a filtered group of people who will see your campaign

a. Filtering options:

i. Country

ii. Device

iii. Medium

3. Campaign Start

a . Select the moment you want this campaign to start (select 'campaign starts immediately' when you want it to start directly after publication).

4. Campaign End

a. Select the moment you want this campaign to end (select 'campaign never ends' when you want it to run indefinitely).

5. Badge Exposure Ratio

a. This ratio determines what percentage of the products on an overview page are allowed to be badged. To prevent overkill this is usually set between 15-40%.

4. Messaging

1. Set the Message Name

   1. This will be how you can report on this message later

   2. Usually, this is the message itself in the default language, but may be abbreviated for long message types

2. Message Group (optional)

   1. You can group messages together for reporting purposes

   2. You can group messages by behavioral principles (scarcity, social proof) or you can group by type (sustainability, product attributes).

3. Smart Filters

1. This is where you can filter audience or products on a message level (you can also set on a translation level to be even more detailed)

2. Smart Filters are only available on the Advanced Campaign flow

3. Types of Smart Filters

   1. Visitor: filters on visitor level (e.g. device, source, new/returning, etc.)

   2. Product: filters on product level (e.g. stock level, lifespan, rating, ID, discount, price, etc)

   3. Event: filters related to events or ranking of events (e.g. click/car/bought event/ ranking)

   4. Cart: filters on cart level (e.g. product cart count, total cart value, etc.)

   5. General: filters not related to either the visitor or product (e.g. date filter or page URL filter)

4. Language and Country Translations

a. By default, one Translation line will show per language that Crobox supports on your site

b. If you want to have multiple translations for one language but in different counties, you can click the 3 dot menu on the left side and “Duplicate” the translation.

c. For example, if I want one Dutch translation for BE and a different one for NL, I can duplicate that line item

5. Publish

1. The publish step gives you an overview of all of the previous steps so that you can check the campaign settings

2. Missing Translations will be highlighted

3. Approve and Publish will be grayed out until you have previewed the campaign

4. If you see an error message when publishing, you may not have the rights to publish campaigns for your company

Step 4 - Editing Campaigns

Editing a Campaign

1. To edit a Draft campaign, Go to Design > Dynamic Messaging > click on the Campaign name

a. Editing a campaign is the same as the Create Campaign flow. To jump to a step, you can click on the step outline.

b. You cannot edit a running campaign. To edit a campaign that has already been published, first Pause the campaign

2. Pausing, Stopping, and Duplicating Campaigns

a. On the campaign overview screen, you can Pause, Stop, or Duplicate a campaign by clicking on the 3 dot menu on the left side next to the campaign

1. Pause

   1. You should pause a campaign that you may possibly want to start again in the future. If you want to edit a Running campaign, you should first Pause the campaign

2. Stop

   1. A campaign that is stopped cannot be restarted

   2. You can Duplicate a stopped campaign to run a similar campaign

3. Duplicate

   1. Creates an exact copy of a campaign into the Draft mode

4. Adjusting campaign prioritization

   1. At the bottom of the Campaign overview screen there is a toggle to Adjust campaign prioritization

   2. When this toggle is on, you can drag and drop campaigns into your preferred order

   3. If two campaigns would be competing for the same placeholder (with the same product targeting if applicable), this priority will determine which campaign is shown

   4. If two campaigns have identical priorities, the user will be placed randomly into these campaigns on an even split

      1. Once assigned to these campaigns, the user will then be assigned to control or variant for the campaigns (if applicable)

5. 

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