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Learning Exitget

Get to know everything about the Exitget platform.

Learn How to Create a Campaign

Quick Facts

  • A popup is a display area, usually a small box, that suddenly appears ("pops up") in the foreground of a webpage.
  • Campaigns define what, when, where and how popups are displayed on your website.
  • Designs define what should appear inside your popup. Setting up a design involves either choosing a template from our catalog or uploading a premade design from your computer.
  • A trigger defines when a popup should open. A popup does not opened when a webpage first loads unless you tell it to, you control what makes a popup open using triggers which are configured in your campaign settings.
In this guide we’ll cover all aspects you should consider when coming up with what your first campaign should be and how to implement it.

Plan assessment

The first step when planning a campaign is knowing what you’re trying to achieve. You can come up with what you should be doing by using an agile planning method. Do this by first creating a list of things that are missing from the marketing on your website. If you’re short on ideas, one great way to come up with them is by visiting other websites that have a lot in common with yours. Find these sites by doing google searches or using social media platforms like twitter or facebook. When you spot a good idea, something you think might work well on your site, add it to your priority list. Once your list has at least 5 ideas, things you believe could perform well on your website, prioritize them based on which items you think are most impactful and easiest to do. An effective marketing campaign makes sufficient use of budget and time available and this is where tools like Exitget will make some of the things on your list into very small tasks. If any of the items on your priority list can be implemented using a solution like Exitget, this suddenly turns that item into something that can be achieved in hours or even minutes. The Exitget platform makes it easy to add almost any type of popup or interface to a website without any programming. Once this platform is integrated with your website, using it further to control or add more interfaces becomes even faster and easier. With the average installation process taking usually no more that 15 minutes, you’re left with all your time to simply come up with the plan. This completely erases the development time, which as you likely already know, always takes a lot longer than expected and requires a lot of resources.

Plan creation

In marketing, any plan you come up with is made up of a combination of art and science. The artistic part of the plan is coming up with the ideas and the scientific part is the analytics and evaluations. Let’s face it, this is even less easy than it sounds, the only way it can be done is in increments. That’s why it’s so important to start your plan on paper as soon as possible. Let’s now focus on the scientific part of this experiment. When you create your plan you can follow this method to properly execute and evaluate the results of your marketing endeavor.
  1. Come up with your plan using methods described in the plan assessment section above.
  2. Give your plan a code name. This is important so you have some way to reference to this plan in future writing or discussion.
  3. Write a short description of what the goals for the plan are. Describe what are you trying to achieve by creating it.
  4. Create a criteria or timeline that this plan would be expected to perform in. This helps prevent the evaluation process from lasting forever, so we can derive some result from the experiment.
  5. Repeat the process. Each time this process is repeated you will learn something new and be able to pull inspiration from the last endeavor.

Campaign Creation

There are two ways to create a campaign. Both offer similar features such as debug mode, which allows you to add your IP address to a campaign making it so only you can see the popup you’re working on during the creation process. Below we will focus on the differences of using the Quickstart guide to create a campaign or using the normal Dashboard method.
  1. Automatically generated using the Quickstart guide
  2. Manually created inside the dashboard

Automatically generated using the Quickstart guide

To help streamline the process of adding a popup to your site we created the Quickstart guide feature. Using it allows you to fly through the steps of setting up a design and configuring it to work on your website. It was designed to provide an alternate method of arriving at your end goal where the focus is placed on implementation the popup as quickly as possible so it can be incremented further to your desired specifications.

Manually created inside the dashboard

Using the Exitget dashboard to create your campaign offers you the widest range of features. You will find these features broken into 3 main categories:
  1. Campaign Design
    Designs are pre-configured by you in their own section and applied to your campaign here. This allows you to set up a single design on multiple campaigns to be able to apply the "one to many" approach to configuring how the design is displayed.
  2. Campaign Settings
    Here is where you define any settings that configure when and how your popup should be displayed. We have come up with almost every type of trigger for every situation so you can be as creative as possible.
  3. Web Configuration
    Exitget’s service works best when it’s installed on the top level of your theme on your website, placing the script that makes it work so it’s available on every page. You do this so that you can completely control where popups should be displayed using the web configuration feature provided on this step. Rather than messing with code each time you want to make a change about where your popup is displayed, you can manage it all through this feature.

Manually configured triggers

Setting triggers on your campaign is like setting the criteria that must be matched in order for the popup to be open on the user's end. We have packed this area with so many triggers you will be able to find one for situation. Furthermore when you configure multiple triggers, they stack up requiring both triggers to be set off before the popup is launched. This enables you to create highly complex rulesets with incredible easy and organization. To help give you a quick glance at the type of triggers available here, we have provided a list of some of the most used features below.
  1. Exit Intent
    Detect when a visitor is about to leave the site.
  2. Impression frequency
    Only show if the visitor is returning to your website after a specified period of time.
  3. Came to your website from
    Target based on the previous location the user was on. Detect that the visitor came directly, or from a link on the web, or specifically a search engines, or an internal link.
  4. Device type
    Specify if the visitor is using a PC, mobile phone, or tablet.
  5. Only show after visiting a X number of pages
    Require a certain number of hits on your website from a specific visitor before triggering.
  6. Detect Adblock
    Adblock is a browser plugin that removes advertising from your website. This does mean lost revenue, so one way to use this trigger is to prevent visitors from seeing the content on your site until they turn adblock off.
  7. Detect custom css
    This trigger will only set off once an HTML class has been detected in an element that is in the viewable area of your visitors browser window.
  8. Operating system
    Detect if your visitor is using Windows, MacOS, or Linux.
  9. Only show after (seconds)
    Only permit the popup to open after your visitor has been on the page of greater than a specified period of time.
  10. Show when tab loses focus
    Detect if your visitor changes tabs or tasks to another application before launching the popup.
and more...

Design how the popup should appear on your website

Choosing how you would like the your popup to appear on your site depends a lot on what you’re trying to achieve. If you’re looking to take your visitors full attention away for a moment, a full screen and centered popup may be what you’re looking for. Likewise if you’re looking to fill in a gap in your design, for example a large white space that becomes available once you scroll down, sliding the popup in on one of the sides could do the trick. Furthermore controlling the animation to smoothly animate or fade in adds a finishing touch to the look of your popup as well as bringing extra attention to it than a stationary implementation. We developed a multitude of ways for you to be able to fully control how the popup shows up on your page. Here’s some example question you can ask yourself about how you would like it to appear.
  • Does it sit in the middle, or on one of the edges?
  • If so, does it have an offset from one of the edges?
  • Does it it animate in and out of the screen?
  • If so, define how and where with just as much functionality as for the resting position.
  • Is behind the popup darkened, or colorized, or blurred or both?
  • Should there be a close icon on the popup?
  • Does the popup fade in or out when it's displaying and closing?
  • When the popup opens, does it remain in the location it was originally opened in or does it remain on the user's screen.
In the campaign settings you’re able to configure everything about how the popup should be displayed. For each one of the questions above there are triggers you can use to produce the desired effect you come up with.

Configure data validation

Is your popup designed to capture some type of content, such as emails or phone numbers, from the visitors on your website? We have developed 3 main ways to validate the data your visitors provide.

General validation

This validation allows you to control many types of validation for many applications and most importantly allows you to create a list of your own possible answers.

Email validation

Email validation is a tricky business but we have create a highly general validation algorithm which will correctly validate emails that are input into your popup. Phone number validation Easily validate US/CAN and international phone numbers.

Location filtering

Defining where you want your popup to be displayed is as simple as adding a root location and it immediately becomes active anywhere on your site under that location. Easily exclude any location off of the root location using the Exclusions feature and if you want it to bypass that those exclusion rules for some reason simply create Exceptions. If you only want it to be available anywhere except one location, restrict it to the specific location you want. Here’s an example of how the exception and exclusions list may be useful: Say I want to add a popup to my whole website except just a few places. It’s a promotional popup that is promoting a specific product I’m selling. Well I’ll set the Root Location to my main website since it’s loading from mostly everywhere on that domain but I dont want it to load on the product that it’s promoting because that redundant. I also don’t want it to load from our contact page, and legal information because that doesn't look very professional. Root location: //myexampldomain.com URL Exclusions: /contact, /legal, product=858324232 Above you’ll see i have added 3 keywords to the exclusions list. This will make it so the popup cannot open on any page of your website that has any of those words in the URL. Now let's say I’ve provide some cool little feature that allows you to navigate away from the product you don't want the popup on but the product ID remains in the URL. An example of this could be a random button which lets you navigate away from the product you're on to some other random product. Well if we can detect this in the URL bar we can create an exception which will override the exclusions list. URL Exceptions: &next=random

Plan evaluation

As we mentioned previously in the Plan creation section, you should increment your marketing approach, evaluating each step of the process as you go. There’s no one size fits all solution to marketing, it takes rigorous trial and error, and of course a bit of luck. This makes your evaluation step especially important since false positives can literally lead you into the wrong direction. Below we outline the 5 different sections to help you track the progress of your campaigns so can implement your marketing strategy with the statistics you need.

Dashboard overview

If it’s not the first time you’re logging in, the first screen of the dashboard opens the overview section. Here you are provided 3 different breakdowns of the performance for all your campaigns. At the top you will find 3 hourly breakdown bargraphs of the campaign activity grouped by if the activity was a visitation, impression or conversion. As well as some information on the current trends and latest activity. This helps you keep track of short term activity of your campaign, making you aware of how your campaigns are doing in the last 2 days with a quick glance. This helps you understand how your campaign has fared against the pervious 24 hours. Below that you have the last 3 months activity on your campaigns broken down by day of the month. The days of the month with the most activity get bigger circles around so you are able to quickly analyze the progress of your campaign over a 3 month span. Off to the right you’ll find a breakdown of how the last 24 hours has performed. At a quick glance this gives you information about how things are currently performing to see if you need to making any changes or inspect further to see if things are working correctly.

Usage statistics

The usage statistics section is a campaign graphing tool, it is the best tool for analyzing the overall performance of a campaign over a span of time. It’s useful to log any changes you make to your design or campaign settings so you are able to cross references these changes with the results on the graph. The graph has 3 lines indicating your campaign performance.
  • Green is for Visitations, which represent the first time a visitor is has triggered a popup.
  • Red is for Impressions, which represent every time a user triggers a popup after the initial visitation.
  • Blue is for Conversions, which represent each time a popup is converted successfully. This could be caused by information being captured or the affirmative button being pressed if there's no data capturing enabled.

Website hits

Here you’re able to see your campaign metrics broken down by specific paths and domains. Beside all thats you see the amount of hits they received. This is how many times this specific path was involved in triggering popups. Then when you drill further into a specific path or domain you’re able to see at the top a summary of the impressions, visitations and conversions the path was involved in. Below that you’ll find a breakdown of each campaign and how they performed under that specified path. This is very useful information in know how your campaigns are performing in some places compared to others.

Design profile

Knowledge of how you’re designs are doing is another important element of the evaluation process. After looking at the metrics from a campaigns, websites, then design perspective a highly valuable image appears in your understanding of the performance of your marketing.

Campaign profile

Just like the design profile, your campaign profile gives you the metrics on how it has performed in 4 categories, Hits, Visitations, Impressions, and Conversions. Using this data you can get a general sense of how your campaign has performed.

Things to remember

These stats always grow regardless of changes to the campaigns, designs, location configuration, therefore they must be cross referenced with any changes in your marketing plans. If a campaign is changed halfway through, the total image of the performance will not a accurate since it’s partially one way then changed to another. Because of this we highly recommend always disabling the campaign you’re changed and creating the increment as a new campaign. This way you’ll be able to see a much clearer picture of the metrics and the performance of your campaigns.