Interaction Studio Classic Only
- This use case is intended for customers using Interaction Studio (formerly Evergage Classic) ONLY. For customers using the Interaction Studio 'Campaigns and Templates' application, refer to the Use Case Library instead.
- The Visual Editor Chrome Extension will no longer be available starting January 1, 2023. For more information, see this knowledge article.
Asking a first-time visitor for their email address upon site landing will likely be perceived as overly intrusive and may result in a negative user experience. A better approach would be to monitor the visitor’s behavior and request their email address once they’ve shown interest in your content.
The message should only be shown to visitors who have read two blog articles and who have not signed up for the email newsletter.
Since the goal of this campaign is to get people to register for email updates, success is ultimately measured by the number of people who submit their email address. However, it’s important to also consider global goals, e.g.“signed up for email,” “booked a demo,” “started free trial. These global goals can indicate other positive outcomes that may be relevant to demand generation.
Here is a checklist of what you need to do in Interaction Studio to create this play on your own site:
- Create a segment of users who have not signed up for email as well as a segment of users who have looked at 2 or more blog articles.
Create a campaign that includes the following rules:
Set up the message or campaign to only show on the blog pages - ‘target pages > action rule > with actions > blog - view article’
‘Campaign wide rules > who sees this > segments > Users not in segments > signed up for email’
‘Campaign wide rules > who sees this > segments > Users in segments > read two or more blog articles’
The following articles from the Interaction Studio Knowledge Base will provide process steps to help you execute this play: