You create and manage your engagements in the section On-Site Engagements accessible from the Editor's top navigation bar if it has been made available on your account.
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Create On-Site Engagement
To create an On-Site Engagement click the blue Create On-Site Engagement button. Read more about creating a new engagement here. -
Delete selected
To delete one or more On-Site Engagements, tick the engagements you want to delete and click the Delete button. -
Search
After a while you may have built up a long list of different On-Site Engagements, making it hard to find a specific one. The search tool allows you to search your whole list based on the On-Site Engagement name.
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Overview of your engagements
This section displays all your existing On-Site Engagements and their current status. Each On-Site Engagement can be identified by its icon, preset type and name. -
Triggers
This section displays a summary of the events that trigger each specific On-Site Engagement. -
Statistics
View relevant metrics and statistics about each On-Site Engagement. By default, the Opened/Close metrics are always shown, even if their value is 0. Other specific metrics are only shown if they have values, i.e. if the conversion was successful. Here is a list of all the metrics:
Opened: the number of times the On-Site Engagement has been displayed successfully.
Closed: the number of times the On-Site Engagement has been closed, either manually by the user or when the "time to disappear" setting has closed it down automatically.
Links Clicked: the number of times a link has been clicked on the On-Site Engagement. This metric only shows on engagements that have the option to include a link on them.
Phone Links Clicked: the number of times a phone link button has been clicked. This is associated with the Click to Call message type preset.
Files Downloaded: the number of times a download file button has been clicked. This metric is associated with the Download a File message type preset and other engagements that allow you to add a file link.
Email Links Clicked: the number of times an email link has been clicked. This metric is associated with every engagement that allows you to add an email link.
Map Interactions: the number of times an interaction has been performed on a map. This is only counted once a user starts interacting with the map, for example by clicking the location pin. It does not count when a visitor zooms on the map using their mouse. This metric is associated with the Show Location on Map message type preset.
Map Directions Clicked: the number of times the "Get Directions" button has been clicked on a map. This metric is associated with the Show Location on Map message type preset.
Contact Form Submitted: the number of times a contact form has been successfully submitted. This metric is associated with the Submit a Contact Form message type preset.
Newsletter Signups: the number of times a newsletter signup has been successfully added. This metric is associated with the Sign Up to a Newsletter message type preset.
Page Shares: the number of times the site has been successfully shared via email to another person. This metric is associated with the Send to a Friend message type preset.
Twitter Tweets: the number of times the site has been successfully shared on Twitter. This metric is associated with the Share to Social Networks message type preset.
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Status
This section displays the current status of the On-Site Engagement. There are three possible statuses: active, scheduled and inactive.
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View/edit engagement
To view or edit an On-Site Engagement, click on the small pencil icon on the far right.