We will show you how to set up embedded campaigns to raise awareness of important information for all users.
- Difficulty of creation: ★☆☆
- Required event: view
Overview of the measures
- Objective: Raise awareness of important information
- Goal: View the page containing important information
- Main target: All users
- Page to display customer service: Top page
Setting method
Step 1: Select a customer service template
From the left menu bar, "All Products > Store > Scenario Store", click "Improve awareness by transmitting the first message in the upper band when visiting the siteSearch for the template " in the search box and click "Try it now."
*This template can be used on both PCs and smartphones.
*Please note that scenario templates may be removed due to modifications, etc.
Step 2: Edit the action
Please set the image, text, link destination, etc. to be embedded.
By clicking the "Edit" button for the action you added on the Scenario Edit screen, you can go to the action edit screen.
Please see below for setup instructions.
- How to set up embedding
https://support.karte.io/post/17NCe21TWgogBlopi3b3SZ#2-0
- How to edit actions
https://support.karte.io/post/5EoIkbQzbRxZpExRWdATwq
▼Reference) If you want to display it at the top of the TOP page
In "Embedding Settings > Destination CSS Selector", select the CSS selector for the header from the preview screen, and select "Insert before" as the embed method.
Step 3: Set up Scenario
Set the conditions for customer service delivery.
*The recommended settings are listed below, but please customize the conditions based on the purpose of your campaign and the specifications of your site.
*For goals or segments that do not currently exist, please create new ones by referring to the setting examples below.
goal
- Select the goal you want to achieve (visit the page with important information)
- Example of goal setting condition for viewing pages containing important information
- Goal Type: Page Views
- Specify page conditions: URL of the viewed page > equal to (exact match) > URL of the page containing important information (link to this customer service)
- Example of goal setting condition for viewing pages containing important information
- Select the goal you want to achieve (visit the page with important information)
Target event
- Delivery trigger
- Settings for View Event > Viewed Page URL > Equals (Exact Match) > Home Page URL
- Delivery trigger
The specific method for creating goals is as follows:How to set goalsPlease refer to.
*Please set other settings according to the intent of your campaign.
*The recommended settings are listed below, but please customize the settings based on the purpose of your campaign and the specifications of your site.
Check before delivery
- Set up a non-execution group
- In order to measure the effectiveness of customer service, we recommend setting up a group of a certain percentage that does not receive the treatment.
- "Delivery rate" setting method and specifications:https://support.karte.io/post/6I6WF9zWxbAGesUN9KbeCu
- In order to measure the effectiveness of customer service, we recommend setting up a group of a certain percentage that does not receive the treatment.
- Test your content before you publish it
- Be sure to conduct a test broadcast using the information below as a reference, and check that there are no problems with customer service.
- Can I send a test message to specific users?https://support.karte.io/faq/64kMz95EExPt5RdnmdcTk1
- Be sure to conduct a test broadcast using the information below as a reference, and check that there are no problems with customer service.
Review of customer service effects
Please refer to the following when reflecting on the effectiveness of your customer service.
▼How to view the Scenario result confirmation screen
-Compare results by action
https://support.karte.io/post/4dS0dt9F779KwCrPOm7Sq1
- How to read the "Effectiveness Analysis" tab in Scenario Details
https://support.karte.io/post/17Fj6yNl4UWguEQJfbVTxm
▼How-to video that teaches you tips on reviewing Scenario (KARTE Academy)
https://academy.karte.io/courses/1875613