Overlay campaigns are elements that sit “on top of” your existing content. They are large, prominent popups at the center, top or bottom of the screen, perfect for getting your visitors to sign up for your newsletter, handling exit intent scenarios, and much more. You can configure the conditions that trigger the Overlay, what makes it close, and a number of other settings.
Creating an Overlay Campaign
- Go to Site Personalization › New Campaign and click Overlay.
- Enter a name, and add notes and labels (optional).
- Specify the campaign settings such as trigger, frequency, and advanced settings. For details, see below.
- Configure the targeting settings of the experience to determine when, where, and for whom the experience is displayed.
- Create variations using templates, based on other experiences, or by using a data feed. When you are done with each variation, click Save Variation.
- Set the allocation, primary metric, and advanced experience settings.
- Configure how much of your traffic to allocate to each variation, and if you want to allocate any traffic to the control group.
- Click Save Experience.
- Click the plus icon to create an additional targeted experience.
- Click Preview to see how your campaign will appear, and click Save and Publish when you are ready to go.
The following settings are configured when creating or editing an Overlay.
- Page Load – display immediately upon pageload of the relevant pages (the specific pages are defined in the Targeting step upon adding Overlay variations)
- Time on Page – display only after a certain amount of time has passed since pageload
- Exit Intent – display only once the visitor has exhibited exit intent by moving his or her mouse cursor outside the webpage area (desktop only)
- Event – display only once a specific Event has been fired on the page
- Advanced – allows you to set any multiple selection or combination of triggers out of the triggers specified above, as well as:
- Element click – display only once the visitor has clicked with his or her mouse over a specific element on the page, defined with a CSS Selector
- Element mouseover – display only once the visitor has hovered their mouse cursor over a specific element on the page, defined with a CSS Selector
- Element load – display once a specific element has loaded on the page, defined with a CSS Selector
- External component – display only once an external component, such as a jQuery, has loaded
- Once per pageview – Your visitors will be exposed to the Overlay each and every time they meet the targeting conditions, with every new pageload
- Once per session – Your visitors will be served the Overlay once they meet the targeting conditions, and will no longer be exposed to it during the remaining pageviews of their session
- Once per day/ week month – Your visitors will be served the Overlay once they meet the targeting conditions, and will not be exposed to it on any pageview during the remainder of the day, week, or month, depending on the timeframe selection
- Once per user – Your visitors will be served the Overlay once they meet the targeting conditions, and will not be exposed to it ever again