Create a Campaign

This guide outlines the process of setting up a Campaign using Crobox and configuring essential Campaign settings.

Create Campaign

To create a new Campaign, follow these steps:

1. Navigate to Experiences → Campaigns in the left hand navigation menu

2. Select Create campaign at the top right of the Campaigns overview page

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Setup Tab

Once the campaign is created, you will be directed to the Setup tab where you will need to add the following information, and create a campaign draft:

1. Campaign Name: Add a title for your campaign. We recommend a brief, but descriptive title to make it easier to distinguish between campaigns down the line.

2. Campaign Category: (Optional) Assign the campaign to a category for organization. Read more about Adding a Campaign Category.

3. Campaign Description: (Optional) Add a short note on the campaign’s goal, audience, or promotion. This is for internal organizational purposes, and will not be shown to your users.

Performance Tracking (A/B Testing)

The Crobox app allows you to easily track the performance of your campaign by setting up an A/B test. Control how you measure campaign impact with these settings:

1. Enable Performance Tracking: This toggle is turned on by default. If you’re not interested in tracking the performance of your campaign, and instead want all of the eligible audience to see your campaign, then you can turn this toggle off.

   • On = campaign is A/B tested against a control group

   • Off = campaign is shown to all eligible users

2. Traffic Ratio: You can use the Traffic Ratio slider to decide what percentage of your site’s audience will be exposed to the campaign. For quicker and more reliable results, we recommend a 50/50 split between the users who will be exposed to the campaign (the Crobox group) and those who won’t (the Control group).

Performance tracking enablement.

Advanced Settings

For advanced testing, you can run two or more campaigns directly by linking them and aligning their priority. This method supports both standard A/B testing as well as A/B/C testing with a control group.

For more in depth information on how you can best use the Crobox Campaign testing capabilities, find the concepts use cases within our Testing page.

Once you are happy with your settings, click Create Campaign Draft to save your work and continue with the next step.

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Design Tab

In this step, you define the look and format of your campaign. Additionally, this is where you will be able to add the content of your campaign. To do so, follow these steps:

1. Select a Campaign Type from the following format options:

   1. Message Badging - Short, text-based nudges usually in message badge format

   2. Image Badging - Visual icons or images

   3. Notifications - Longer copy with emphasis

   4. Interactive Overlay - Dynamic components like timers or sliders

Can’t select a type? Contact your Customer Success Manager to enable it.

1. Once you select a Campaign type, click on Save & Next Step.

2. Select a Template from the Template Gallery.

   1. Templates are based of your containers available Components, that are made to suit your brand, content and campaign types.

   2. Depending on the template’s setup, you will be able to customize it in the next step.

   3. Alternatively, you can select a template you previously customized in the Saved Designs section of the page.

3. Define your campaign’s Content.

   1. This could include, a headline, subtext, image, CTA, or other elements depending on template.

   2. Add links or visuals as needed for your campaign goals.

   3. This will be the content shown live on your website.

4. Customize the Design of your template.

   1. Depending on the setup of the selected template, you will have different options to customize on the right side panel.

5. To save your work and proceed, click Save & Next Step.

Templates can be built and edited within the Components section of the app. For additional assistance, contact your Customer Success Manager.

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Targeting Tab

Targeting ensures that each campaign reaches the right users, at the right moment, in the right context. This guide walks you through how to apply rules and filters to control when and where your campaign is shown.

Targeting

Crobox supports both simple and advanced targeting logic. Use them alone or in combination for flexible control.

Simple Targeting

• Product Tag: Show the campaign only on products grouped under a tag (e.g., "On Sale", "Eco-Friendly").How to Create and Edit Product Tags.

• Visitor Segment: Target defined user groups like:

  • Mobile users

  • First-time visitors

  • Returning customers

  • Users in a specific country

• (Optional) Campaign Start & Campaign End: Set a campaign schedule:

  • Define a start date to delay activation

  • Use an end date to automatically turn off the campaign (Leave blank to run indefinitely.)

Advanced Targeting

Here, you can define criteria for specific products or visitors to be eligible for the campaign. Use this for more granular, rule-based setups.

Conditions

Build rules using product or user attributes:

• Examples:

  • Product Brand = “Nike”

  • Price > 100

  • Stock ≠ “Out of stock”

Condition Groups

Combine multiple conditions using AND/OR logic:

• Example:

  • Show only on Category = Shoes AND Size Availability = 42

  • Show only on Visitor Segment = Logged in OR Visitor Segment = Member

  • Show only on Sale Flag = True OR Discount > 1

Locations

In the Locations section you can choose where your campaign will be displayed by selecting the pages where the campaign will be shown, as well as the exact placement by choosing a placeholder.

1. Select Page Types

Choose the page(s) where the campaign will display:

• Product Detail Page (PDP)

• Product Listing Page (PLP)

• Category Page

• Homepage, etc.

• Cart Page

2. Assign Placeholders

Placeholders are specific locations on your website (e.g., below product title, near CTA).

• For each selected page type:

  • Open the Placeholder dropdown

  • Choose a position from the available options

If you'd like to use a placement that isn’t available, it can be created by our team. Please contact your Customer Success Manager for more information.

Targeting Use Cases

Here are examples to help you apply targeting strategically:

Use Case	Targeting Setup
Show campaign to returning users only	Visitor Segment = Returning
Promote seasonal sale for jackets	Product Category = Jackets + Sale Flag
Highlight low-stock urgency	Stock Level < 5
Target mobile-exclusive offers	Visitor Segment = Mobile users
Show badge on brand-specific products	Brand = “Nike”
Reassure users who completed a Finder of their "Best Match"	Finder position = top 1 in Finder "Shoe Finder"

Guided Journey Targeting

Use the Guided Journey framework to display Campaigns based on a visitor’s interactions with the Product Finder. This allows you to tailor messaging across key moments in the product discovery journey — from prompting new users to supporting those who’ve already received personalized recommendations.

1

Target users who haven’t started the Finder

Use notification style components to prompt eligible visitors to begin their guided journey at the right time. Additionally, see our in-depth guide to our Best Practices with Activations. Targeting: Page type = PLP + URL HREF contains/category/new /category/shoes

2

Target users who received a Product Finder recommendation

Show tailored messages to users who have already seen product recommendations within the Product Finder. Targeting: Finder position = top 1 in Finder "Shoe Finder"

3

Target based on a users specific Finder answers

Target visitors based on how a user answered a specific question/s within in a Finder. First create a Visitor Property within the Finder by linking the question. This will enable you to target the visitor profile within Campaign targeting.

You could widen the users product discovery by highlighting hiking boots, waterproof gear, or guide users tailored to that activity. Targeting: Session visitor property "Primary Activity" equals to "Hiking".

Re-targeting users through Personalization

Tips for Effective Targeting

• Start broad, then layer conditions as needed

• Avoid over-narrowing — check estimated reach (shown on the right panel)

• Use Preview to test before publishing

• Use Content Variants to personalize messages for different targets

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Content Tab Settings

The Content tab is where you can translate your messaging and personalise it by adding content variants which you can then test against each other.

Translating the Campaign Content

As mentioned above, you can define the content shown in your campaign in the Design tab. If you would like it to show in multiple languages based on the site’s locale, you can localise the campaign’s content like so:

1. Click on the Language dropdown and add a new language by clicking on the + next to it.

2. Either manually add the translated content or click Generate Translations to use AI-powered suggestions.

Personalised Content

You can add multiple Content Variants (Messages) to a campaign when you want to test different copy variations while using the same targeting rules. To do so, follow these steps:

1. Click on Personalise Content.

2. In the table that will appear above the Translations section, add a new Content Variant by clicking on Add a new message and giving it a name.

1. Filters: Apply additional filters to each content variant for further personalization. Note: If your campaign only has one variant, filters must be applied in the Targeting tab.

2. Reach: View the percentage of products eligible for this campaign. Click the graph to see more details.

3. Content Tag (Optional): You can group Content Variants/Messages together for reporting purposes.

Once you add a Content Variant, you will be able to localise it by selecting the variant/message you want to translate from the Content Variant dropdown that will appear, and then follow the instructions in the Translating Campaign section above.

Preview & Publish in the Versions Tab

Once your campaign is set up, preview it to confirm everything looks correct. You have two options:

1. Click the Preview button (top right – visible throughout the flow).

2. Go to the Preview & Publish section and click Preview.

Once you click on any Preview button, you will be taken to a new tab where you will be able to see your campaign. To test on a specific page, paste the desired URL into the Target URL field.

To publish your campaign, click on the Publish button in the Preview & Publish section.

Crobox campaigns support versioning, allowing you to make changes without disrupting the live campaign. Once you update a live campaign, a new version will be created. To publish a newer version (you can identify this by looking for a version with the Draft status), click the three-dot menu next to it and select Publish.