How to create campaigns in Richpanel

Campaigns in Richpanel let you engage customers proactively by sending targeted messages based on their behavior and preferences. This guide covers how to set up campaigns and highlights key use cases.

Steps for Creating a Chat Campaign

1. Create a Campaign
• Navigate to the Campaigns section and click Create Campaign.

• Choose a name for your campaign.
• Select Chat Campaign from the options provided.

2. Select Your Audience
• Choose one of the predefined options like:
• All Visitors: Target everyone visiting your site.
• Visitors During Business Hours: Engage only during your set business hours.

• Alternatively, use the Create Audience option to apply specific conditions.
• Example: Define conditions like Visited any page, Spent more than 5 seconds, or Customer Lifetime Value > $500, etc

3. Compose Your Message
• Write a personalized message in the Compose Message section.
• Select how you want the message to appear: Popup or Chat.
• Add a Call-to-Action (CTA):
• Options: Start a Chat, External Link, or Open FAQ.
• Customize the CTA button text (e.g., “Book a Demo”).

4. Review and Launch
• Double-check your setup and click Save to activate the campaign.

Steps for Creating a Ticket Campaign

1. Create a Campaign
• Go to the Campaigns section and click Create Campaign.
• Name your campaign and select Ticket Campaign from the options provided.

2. When to Send
• Choose when you want to send the campaign:
• Immediately.
• After a certain time interval (e.g., 1 hour, 1 day).
• Based on specific conditions, like order fulfillment status.

3. Create a Ticket
• Compose the message that will be sent to the customer.
• Example: “We noticed you left items in your cart. Would you like help completing your purchase?”

4. Select Your Audience
• Use the predefined options or create a custom audience group:
• Example: Filter customers based on Visited Page, City, or CSAT Score.

5. Launch the Campaign
• Review your campaign and publish it.

Scenarios Where Campaigns are Beneficial

1. Boosting Sales on Abandoned Carts

Objective: Recover lost sales from customers who added products to their cart but didn’t complete the purchase.

1. Audience Condition: Visited Page = "Cart Page", Visitor/Customer = "Visitor".
2. Message:

"Looks like you left something in your cart! Complete your purchase now and get 10% off. Click here to check out."

3. Action: Redirect to the cart page with a discount applied.
2. Engaging New Visitors

Objective: Welcome first-time website visitors and guide them to explore your offerings.

1. Audience Condition: Visitor/Customer = "Visitor", Visited Page = "Home Page".
2. Message:

"Welcome to [Your Brand]! Not sure where to start? Check out our bestsellers or contact us for personalized suggestions."

3. Action: Start a chat or open a guided tour.
3. Upselling to High-Value Customers

Objective: Promote premium products or services to customers with a high Lifetime Value.

1. Audience Condition: Lifetime Value > $500.
2. Message:

"Thanks for being a loyal customer! Enjoy exclusive early access to our new collection."

3. Action: Redirect to the new collection page.

On this page

• How to create campaigns in Richpanel
• Steps for Creating a Chat Campaign
• Steps for Creating a Ticket Campaign
• Scenarios Where Campaigns are Beneficial