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You can use an Evergage campaign to display a message to a visitor based on a specific interaction that visitor has/had with a particular feature of your site. For example, suppose a visitor arrives on your checkout page which includes a link to IMPORTANT SHIPPING INFORMATION. When the visitor sees the link and clicks it, you want an Evergage pop-up message to appear, providing more information.

You can accomplish this in several ways and this article will detail the process for two options:

  1. Use an action to control campaign qualification - you can use a campaign-wide rule to restrict campaign qualification to visitors who have performed an action
  2. Build a series of connected Evergage messages - you can use an Evergage campaign/message to add the link which then triggers the display of another campaign/message when it is clicked

Use Actions to Control Campaign Qualification

Before you can use an action as a campaign qualification rule, you must define the actions in Evergage. Follow the steps outlined in the article Track Clicks to Actions in the Visual EditorOnce your action is setup through the Visual Editor and you've tested it to confirm the action fires, that action will be available for you use for campaign rules. 

  1. Log into the Evergage platform or Visual Editor with Campaign Author or higher permissions
  2. Create or edit a web campaign
  3. Click SETUP
  4. Select Campaign Settings 
  5. Click + New Rule to add a new Target Pages rule
  6. Select Action as the rule type 
  7. Select Includes (or Excludes, if you want to exclude visitors who perform the action from seeing the campaign)
  8. Enter the name of the action and press [Enter] to select it from the list
  9. Click SAVE to save changes
  10. After you test and publish your campaign, when a visitor clicks the element you've associated with the action defined as the Target Pages rule, it will trigger the campaign and any messages within this campaign will display (unless there are additional qualification rules at the campaign, experience, or message level

Build a Series of Connected Evergage Messages

Suppose you want to build a series of connected Evergage messages. In this example, you want to add the IMPORTANT SHIPPING INFORMATION link to the checkout page using an Evergage campaign rather than adding it as a built-in link on your site. You still want to trigger an Evergage popup when a visitor clicks the link, but since you are adding this link to the page using an Evergage campaign, you can't use the Visual Editor to associate a click with an action as described in the first section above. Instead, to have the popup message show when the user clicks the link, you need to select a previously defined action when you create the link in the Evergage message.

This first Evergage campaign will contain the IMPORTANT SHIPPING INFORMATION link you do not want to build into your site. You'll associate this link with an action which will work with the message level rules on the second message you'll create that will provide additional information.

  1. Log into the Evergage platform or Visual Editor with Campaign Author or higher permissions
  2. Create or edit a web campaign
  3. Add a message
  4. Click Insert Element > Link
  5. Enter the Link URL
  6. Enter the Link Text
  7. Select the action
  8. Add any Edit Attributes needed 
  9. Save your campaign
  10. Test and publish your campaign once the second campaign is ready for publishing

Create a Second Message

Now, you need to create a second Evergage message with a message-level rule that includes the action you defined in the first message above (in this example it is called YOUR ACTION NAME). Then, when the visitor clicks the IMPORTANT SHIPPING INFORMATION link, the action (YOUR ACTION NAME) triggers the second Evergage message. So in this case, in the single Evergage campaign you'll have two messages that are linked together in a sequence. Instead of having the action rule at the campaign level for the second Evergage message you want to trigger, it is at the message level.  

  1. In the same campaign and experience, add a second message
  2. Click to access Message Settings
  3. Click +New Rule to add a Target Pages rule:
    1. Action
    2. Includes
  4. Click OK
  5. Save your campaign
  6. Test and publish your campaign once the first campaign is ready for publishing

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