🚀 Quick Start: Your First Campaign

Nothing shows on your website until you publish a campaign, so it is safe to explore the builder first. This guide takes you from an empty Campaigns tab to a live sticky bar.

Where to find it:

Open ResultsAiX Engage, click the Campaigns tab, then click + New Campaign.

Step 1, pick a starting point:

The New Campaign screen opens with ready made templates grouped into Grow your list, Promote an offer and Notices and legal. Below them, under Or Pick A Type And Design It Yourself, you will find every blank type grouped as Bars, Popups, Callouts and In Content.

Click any template or type. Engage creates the campaign as a draft and opens it in the builder.

Step 2, write the copy:

The builder shows controls on the left and a Live preview on the right. On the Content tab:

1. Type your Headline. Keep it to one clear promise.
2. Add a Sub-line if it helps, and an Icon or emoji if you like.
3. Under Button, type the Button text and paste the Button link.
4. Watch the preview update as you type.

Step 3, choose when it appears:

Open the Triggers tab. For a first bar, leave the Trigger on Immediately. See Triggers: When A Campaign Appears for the other eight.

Step 4, choose who sees it:

Open the Targeting tab. Leave Show everywhere ticked to start. Later you can add pages under Never show it on these pages, for example your checkout.

Step 5, optional, collect emails:

Open the Opt-in tab and tick Turn this campaign into an opt-in. Pick your autoresponder and list. See Turning A Campaign Into An Opt-In.

Step 6, publish:

Click Save & Publish in the bar at the top. The status changes to Live and the campaign is on your site.

A real example:

Northside Coffee Roasters wants every visitor to know about free delivery this week. They pick Sticky Header Bar, write the headline Free UK delivery on every bag this week, add a truck emoji, set the button to Shop the roasts linking to their shop page, and click Save & Publish. Under Targeting they add Checkout and Thank You For Your Order to Never show it on these pages, so nobody is distracted while paying.

What happens next:

Your campaign appears in the Campaigns list with a Live badge. Views, clicks and conversions start counting from the first visitor.

Pausing and editing:

• Click the Live badge in the list to pause a campaign. It changes to Paused, stops showing, and keeps every number it collected. Click it again to set it live.
• In the builder, a live campaign shows Unpublish and Update. Update saves your changes and keeps it live. Unpublish saves and takes it off the site.
• Every row also has Edit, Copy, Export and Delete.

Your first opt-in, step by step:

Once your bar is live, try an email capture. Northside builds a Slide In for their blog readers:

1. Campaigns, + New Campaign, then the Slide In Email Capture template.
2. Content tab: Headline Fresh roast notes every Friday, Sub-line What we roasted, how it tastes and how to brew it.
3. Design tab: Corner, Bottom right.
4. Triggers tab: After scrolling down the page, Scroll depth 55.
5. Targeting tab: untick Show everywhere, then add their two brewing guides under Show it only on these pages.
6. Opt-in tab: tick Turn this campaign into an opt-in, choose Email and First name, set Submit button text to Count me in, pick the autoresponder and the list.
7. Click Save & Publish.
8. Open one of the guides in a private window, scroll past half way, and sign up with your own address. The lead appears on the Leads tab straight away.

Before you publish, check:

• The headline makes one clear promise.
• The button link opens the right page.
• The Mobile preview looks right.
• Checkout and thank you pages are excluded.
• The campaign name in the top bar tells you what it is.

Tips:

• One clear ask per campaign teaches you more than a busy popup.
• Copy a campaign to try a second headline without rebuilding it.
• Open your site in a private window to see the campaign the way a new visitor does.