Access to these settings default to Admins only, but access is customizable through Role Base Access Control. 

1. Adjust Max Prompt Settings – The new Max Prompt Settings allows you to consider your users’ experience on your site across several time frames. When considering how to set your “5 minutes” and “1 hour” max prompt settings, consider your multi stage campaigns.  I.e. If your Max Prompt Settings are 1 per 24 hours, it’s going to be difficult to serve multi stage campaigns to users as they’ve likely moved on from that journey before they’re eligible for another prompt. It’s important to strike the right balance between progressing users through the campaign stages and not hindering their overall experience with too many prompts. 
2. Prioritize Important Campaigns – A rank order of your campaigns should be established for priority campaigns that are important to our organization’s goals (in the Settings section of the dashboard). This enables users who fall into multiple segments (and are eligible for multiple campaigns) to receive the highest priority campaigns first.  

1. Find the right balance between the right audience size – number of active pages, and the duration of the campaign. Striking the right balance in getting “the right people at the right place at the right time” is different for each campaign, and testing is encouraged. 
   1. Too narrow a segment with too few active pages for too short of a time is not a formula for success. 
2. Targeting high value/traffic pages – Selecting a set of high value/high traffic pages to serve the campaigns on (active pages) is crucial to its success. Article pages likely represent a high portion of your traffic. 
3. Set target segments – We recommend using a target segment, not leaving the campaign set to “All Profiles.” In our analysis, not having a target segment resulted in a lot of campaign overlap and oversaturation.
4. Minimize Segment Overlap – Segments for campaigns targeting the same topic area/journal should be distinct enough to ensure there’s minimal overlap between users. 

Use variants to test meaningful changes, not small nuances in the prompt design. 

• Use this feature to learn how to best deploy future campaigns (i.e. center modal prompts perform better than corner prompts, or prompts with images perform better than prompts with text only, etc.). Each touchpoint can have up to active 10 variants, we recommend only actively using 1-4 at a time.

Style the prompt via your website’s CSS

•  Match the prompt elements to your website’s brand for a cohesive look and feel. Use the CSS Selector Guide to help style your prompts.

Diverse creative/images & messaging

1. 1. Clear and simple language is best, especially on the CTA buttons
   2. Avoid re-using the same or similar creative across multiple campaigns/stages/touchpoints, as it makes users think they are all the same message
   3. Body copy on the modal should be brief but engaging.