IMPORTANT: Before creating your first campaign do not forget to Install the Boostools Code to activate the On-site messages on your website. You can find out here how to install the Boostools Code.
When this is done, we can start!
Please go to “Manage” => “On-site Messages”:
Then click on “New OSM Campaign”:
The campaign creation is divided into 3 parts:
1.Form type:
here you set the name of the campaign and choose the template of your form of dozens already-made ones, that are ready for customization:
You can read here how to choose the best template you need for the campaign.
2.Builder
Having selected the form, we continue with the form “Builder”. Here you can simply change the text of the form if you are happy with the existing design or customize the form according to the campaign you create.
IMPORTANT: The desktop and mobile versions can be customized separately.
You can find all the detailed information about the “Builder” editor part of the menu here.
3.Display settings
When you are done with the form design it is time to set the conditions under which the form will be shown to your website visitors. In the “Display settings” you can configure the following:
- you can set the pages where to show or not to show the form;
- you can set the ‘Triggers” which will make the form visible according to the actions taken by the visitors:
- who to show the form, how and how many times via “Conditions” menu:
In the “More settings” there is a possibility to set the exact date and time when the campaign starts and finishes:
Do not forget to “Save” all the settings to launch the campaign.
IMPORTANT: if the exact date and time is not set then the campaign will be activated once you set the corresponding “Display settings” and “Save” it.
You can find out more about “Display settings” here.