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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.

Interaction Studio can be used to engage visitors who display interest in your product, solutions or content - all in real time. By tracking their on-site behavior, you can determine what’s of interest to each visitor, not only by the pages they view but also on how - and how long - they engage with each page. Once you have identified visitor intent, you can present the relevant content, offers or messages. This play will help you increase registrations and deliver dynamic CTAs to users who are engaged with articles, but are not subscribed to email. 

Category Demand GenerationVerticalTechnology, SaaS
Topic Present a slide-in message after a visitor has shown an engagement with a categoryID #183
Sections in this Article


Let’s say you’re running an ad on LinkedIn promoting the benefits of personalization for demand generation companies, and a visitor clicks through to your website. Upon arrival, he or she sees a welcome message, which is promptly dismissed and the visitor navigates to your “blog.”

While on the blog section of your site, the visitor finds an article of interest and scrolls down the page while reading the content. As he or she does so, Interaction Studio recommends another article based on the one being viewed. Interested, the visitor clicks through.

As they engage with next article and begin scroll down the page, the visitor sees a message encouraging them to sign up for your email newsletter.


Create a segment called “Retail Enthusiast” based on a visitor having read two “e-commerce” tagged articles and having clicked the “suggested articles” message. This shows you that they not only looked at the content but also engaged with it. You would then have the message slide 50% of the way down the page and settle on the right side of the page. This gives the visitor a chance to view the article before completing the form.



We would create a number of global goals for this campaign to assess the overall impact of the message. Goals would include: signed up for email, booked a demo, watched a video, downloaded white paper and registered for a webinar.



Here is a checklist of what you need to do in Interaction Studio to create this play on your own site:

  1. Create a segment for each stage of your funnel
  2. Create a rule-based campaign that includes all of those staged. Based on the stage a prospect is in, he will be offered the next step in the process
  3. One way to accomplish this for the scenario above is to create an inline version of the message that shows on subsequent “e-commerce” pages for all those who saw the slide-in message, but did not take the action. This is more subtle but still gives them an opportunity to sign up.

Reference Materials

The following articles from the Interaction Studio Knowledge Base will provide process steps to help you execute this play:

  1. Create or Edit a Web Campaign
  2. Message Types
  3. Target Users Based on a Segment
  4. Segment Usage
  5. Create a Segment
  6. Rule-based Testing