Outreach
Outreach is your proactive communication toolkit for engaging website visitors through personalized, timely interactions that drive engagement and collect valuable feedback. Rather than waiting for visitors to initiate contact, outreach campaigns automatically trigger relevant content, surveys, or experiences based on visitor behavior and context.
How Outreach Works
Outreach campaigns monitor visitor activity on your website and automatically deliver the right message, experience, or interaction at the perfect moment. Each outreach type integrates seamlessly with your chat widget while appearing contextually on your website, creating natural opportunities for engagement without disrupting the visitor experience.
The system uses intelligent triggering based on visitor behavior, page context, and custom conditions to ensure outreach feels relevant and timely rather than intrusive. Once triggered, outreach elements can start conversations, collect feedback, guide users through features, or share important updates.
Outreach Types
Outreach encompasses several distinct types of interactive experiences, each designed for specific engagement goals:
Banners
Notification-style elements that appear on your website to inform visitors about features, updates, or announcements. Support rich customization with different display styles, backgrounds, and interactive actions.
Chat Messages
Proactive messages that appear as incoming chat messages from your bot or agent, creating natural conversational opportunities based on visitor behavior and context.
Surveys
Interactive forms that collect structured feedback and data through conversational experiences in your chat widget, perfect for gathering insights or qualifying leads.
Configuration & Testing
Setting Up Triggers
Some outreach types use flexible trigger conditions that determine when campaigns activate based on visitor behavior, page context, and timing rules.
Trigger Configuration
Learn how to configure triggers for page visits, time-based rules, custom events, visitor attributes, and behavioral conditions that determine when outreach campaigns are delivered.
Testing Campaigns
Before deploying outreach to live visitors, use targeted testing to ensure campaigns work correctly and appear appropriately.
Testing Outreach Campaigns
Best practices for safely testing outreach campaigns by targeting only yourself during development, ensuring proper functionality across different devices and scenarios.
Key Concepts
Intelligent Triggering
Configure outreach delivery based on:
- Page visits and navigation patterns
- Time spent on specific pages
- Custom events from your application
- Visitor attributes and history
- Session-based timing
Contextual Integration
Outreach elements adapt to your website's design and appear contextually:
- Banners integrate with page layout using CSS classes and variables
- Messages appear naturally in chat conversations
- Tours highlight actual website elements
- Surveys follow conversational flows
Priority and Frequency Control
Manage outreach delivery with sophisticated controls:
- Weight-based prioritization when multiple campaigns qualify
- Frequency limits to prevent overwhelming visitors
- Visitor segmentation based on behavior and attributes
- Testing modes for safe development and iteration