Content


When adding or editing an on-site engagement, Content is the first section. Under Content, it is possible to add or modify the on-site engagement content, including name, type, layout and text.


1. Basic Info

In the first field you are asked to fill in the on-site engagement name. The on-site engagement name will not be visible to your site visitors, so make it an easily-identifiable name for your own organization purposes, keeping in mind that this is the only field visible from the on-site engagements list.


2. Message Type Presets

In this section you can decide the on-site engagement type. The available display type layouts, placement and text will vary depending on the message type preset chosen. If you wish to see a visual representation of each message type preset, click here! Be aware that the presets available to you might vary depending on the type of subscription you are on. 


2.1. Sticky Action Click to Call / Email

This message type preset is a sticky on-site engagement, which means it is a fixed position, always visible, engagement. By default, this message type preset shows only the icon; when hovered, the engagement expands to display the rest of the content. You can choose the icon, the engagement title and define the email or phone to which you wish to be contacted. It is possible to place the Click to Call / Email Sticky Action on the bottom right, bottom left, top right or top left.


2.2. Sticky Action Link to Page

This message type preset is a sticky on-site engagement, which means it is a fixed position, always visible, engagement. By default, this message type preset shows only the icon; when hovered, the engagement expands to display the rest of the content. You can choose the icon, the engagement title and define the internal or external click. It is possible to place the Sticky Action Link to Page on the bottom right, bottom left, top right or top left.


2.3. Sticky Action Contact Form

This message type preset is a sticky on-site engagement, which means it is a fixed position, always visible, engagement. By default, this message type preset shows only the icon; when hovered, the engagement expands to display the rest of the content. You can choose the icon, and define the engagement title, the email recipient, the submit button label and the thank you message. In addition, you can require visitors to consent to having read your privacy policy before they submit the form. Fill in the field Label (Privacy Policy) and specify whether visitors should land on an external URL or an internal page when they click the label. Finally, toggle Required (Privacy Policy) if you want to make consent mandatory. 


It is possible to place the Sticky Action Contact Form on the bottom right, bottom left, top right or top left.


2.4. Simple Infomercial

This message type preset is a simple on-site engagement in which you can specify only a headline and a longer text. It is possible to display the infomercial as a centered popup overlay, a top or bottom thin bar and a small corner box, which you can place on either the top right, top left, bottom right or bottom left of the page.

Note: When writing a text for your On-Site Engagement, keep in mind that it's supposed to convey a brief and concise message to the visitor. Wordy paragraphs are usually better suited for other parts of your website. As a general rule, we recommend to keep texts to a maximum of 200 characters. If an On-Site Engagement contains many lines of text, a scroll bar will automatically be added on it.


2.5. Promotional Message With Button

This message type preset is an on-site engagement in which you can specify a headline, a longer text, a button text and a button link, which you can set to link to an internal page, an external page or an email. It is also possible to define whether the link should open on a new tab or not.

It is possible to display the promotional message as a centered popup overlay, a top or bottom thin bar and a small corner box, which you can place on either the top right, top left, bottom right or bottom left of the page.


2.6. Click to Call

This message type preset is an on-site engagement in which you can specify a headline, a longer text, a button text and the number to which you wish your visitors to call. The button will prompt a call to the specified number.

It is possible to display the click to call as a centered popup overlay, a top or bottom thin bar and a small corner box, which you can place on either the top right, top left, bottom right or bottom left of the page.


2.7. Contact Form

This message type preset is an on-site engagement in which you can specify a title, a longer text, the email recipient you want to send the form answers to, a submit button label and a thank you message. In addition, you can require visitors to consent to having read your privacy policy before they submit the form. Fill in the field Label (Privacy Policy) and specify whether visitors should land on an external URL or an internal page when they click the label. Finally, toggle Required (Privacy Policy) if you want to make consent mandatory. 

  

By default, the Contact Form on-site engagement will display a contact form with three fields - name, email and message - and the privacy policy consent tick box.

It is possible to display the contact form as a centered popup overlay or as a small corner box, which you can place on either the top right, top left, bottom right or bottom left of the page.


2.8. Download File

This message type preset is an on-site engagement in which you can specify a headline, a longer text, the button text and the file you wish your visitors to download. The button will prompt the download of the file added.

It is possible to display the download file type as a centered popup overlay, a top or bottom thin bar and a small corner box, which you can place on either the top right, top left, bottom right or bottom left of the page.


2.9. Map Location

This message type preset is an on-site engagement in which you can specify a headline, one or more street addresses that you wish to display on the map and the map's default zoom level. It is only possible to display the map as a centered popup overlay.


2.10. Sign Up to a Newsletter

This message type preset is an on-site engagement in which you can specify a headline, a longer text, the submit button label, the thank you message and the user group to which you want to add the subscribers. You can read all about User Groups in CRM here! In addition, you can require visitors to consent to having read your privacy policy before they sign up. Fill in the field Label (Privacy Policy) and specify whether visitors should land on an external URL or an internal page when they click the label. Finally, toggle Required (Privacy Policy) if you want to make consent mandatory. 

By default, the newsletter form will include the  fields first name, last name and email, as well as the privacy policy consent tick box. When a user clicks the submit button, it will prompt the Editor to add the user to the specified group and automatically sign them to receive email campaigns.

It is possible to display the newsletter form as a centered popup overlay or as a small corner box, which you can place on either the top right, top left, bottom right or bottom left of the page.


2.11. Send to a Friend

This message type preset is an on-site engagement in which you can specify a headline, a longer text and the button text. By default, the form will include the following fields: your name, your email and the friend's email. An email will be sent to the friend's email with the following message: [Your Name] recommended you the following site: [link].

It is possible to display the form as a centered popup overlay or as a small corner box, which you can place on either the top right, top left, bottom right or bottom left of the page.


2.12. Share to Social Networks

This message type preset is an on-site engagement in which you can specify the headline. By default, the on-site engagement will include share buttons to Facebook, Google + and Twitter.

It is possible to display the share to social networks engagement as a centered popup overlay or as a small corner box, which you can place on either the top right, top left, bottom right or bottom left of the page.


3. Different Languages

When adding content to the different on-site engagements types, it is possible to add them in as many languages as your website supports. The relevant on-site engagement will then be displayed depending on the language in which the visitors are seeing your site (e.g. the french on-site engagement will be displayed when the visitor is seeing the french copy of the site). Learn how to add different languages here!

 

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