You create and manage your engagements in the section On-Site Engagementsaccessible from the Editor's top navigation bar if it has been made available on your account.
Create On-Site EngagementTo create an On-Site Engagement click the blue Create On-Site Engagementbutton. Read more about creating a new engagement here.
Delete selectedTo delete one or more On-Site Engagements, tick the engagements you want to delete and click the Delete button.
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.
Overview of your engagementsThis 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.
TriggersThis section displays a summary of the events that trigger each specific On-Site Engagement.
StatisticsView 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.
This section displays the current status of the On-Site Engagement. There are three possible statuses: active, scheduled and inactive.
To view or edit an On-Site Engagement, click on the small pencil icon on the far right.