Proactive invitations refer to the feature that allows brands to initiate conversations with their customers, instead of waiting for the customer to start the conversation first.
Brands can send the first message to reach out to customers proactively. Proactive invites can be personalized and sent based on specific triggers or customer segments.
To set up proactive invites:
1. Select the campaign where the authentication needs to be enabled from the Campaign Builder. The campaign page appears.
2. Click the engagement that needs authentication enabled. The Engagement settings page appears.
3. Click Next to get to the Behavioral targeting library and click Add new. The Add new behavioral targeting page appears.
The conditions available are as follows:
- Flow: Enables identification of consumers based on predefined browsing patterns, including those who abandon the sequence or exhibit backward navigation.
- Time on entry point: Include consumers who exceed the specified time limit in selected entry point(s) during a single session.
- Visited entry point: Target or exclude consumers based on selected entry point(s).
- Cart value: Target consumers based on the value of their shopping cart.
- Products in cart: Target consumers who have added particular products to their cart.
- Viewed product: Target consumers who have viewed particular products and their associated properties.
- Visitor Error: Target consumers who have encountered specific errors.
- Engaged in Session: Target consumers based on their interaction with LiveEngage engagement, categorized as exposed, clicked, declined, or interacted.
- Service Activity: Target consumers based on their service journey status.
Select the condition that you require. It is added to the menu on the left.
For instance if selecting the Time on entry point condition you must input the time the customer spends in a selected entry point at which point a proactive invite can be sent.
Example:
Provide the required information:
- Sec: Add in seconds indicating the amount of time a customer has spent in the selected entry point.
- Entry point: From the dropdown menu select all entry points or add an entry point.
- Add time on entry point: Click to add an additional time slot.
Once done click Save.
The proactive invite condition and configuration is added and saved.
