Types of campaigns and their priority levels

By using ConvertFlow's  On-Site Retargeting solution, you now have 3 types of campaigns for launching calls-to-action, each with a different use case and priority level. Standalone CTAs, flows and broadcasts.

Campaign Types

These are ordered by campaign priority level:

1) Broadcasts

Broadcasts are high-priority campaigns. Any CTAs launched through a broadcast campaign will override CTAs launched through campaigns with a lower priority level (standalone CTAs and flows).

This means, if you had an overlay in a flow targeting your home page, and were to launch an overlay through a broadcast that targets the home page, the overlay in the broadcast will get priority and display.

High-priority broadcasts are useful for one-off promotions, and also have the ability to be scheduled to run during a timeframe.

2) Flows

Flows are the type of campaign you should to use for displaying lifecycle CTAs. You can define lifecycle stages, add goals to each stage, and get funnel reports.

CTAs launched as goals in a flow stage are separate of your other campaigns, meaning CTA goals have their own campaign status, targeting, completion automations and reports.

CTAs added to flows get higher priority than standalone CTA campaigns, meaning if you were to target the same CTA to a page using both the standalone CTA campaign and using a CTA goal in a flow, it will display as the CTA goal in the flow.

3) Standalone CTAs

Whenever you create a CTA, you can quickly launch it as "Standalone CTA" campaign. These campaigns have the lowest priority, and are available on every ConvertFlow plan.

Standalone CTAs are separate of your other campaigns. They have their own campaign status and targeting, and are managed only from the CTA's launch page. 

Testing & best practices

Use the admin widget

When you're logged into ConvertFlow and you visit a website that has a site script from your account installed, you'll find the ConvertFlow admin widget. It's a tiny blue ConvertFlow icon shows on the bottom left corner of your website.

This does not display to your website visitors or to logged in users with "client" permissions.

If you click that icon, a panel slides out, showing you insights into what campaigns are targeting (ordered by priority level), which of their targeting conditions are true/false at the time of page load, what flow stage you're in, etc.
You'll also notice a contact profile, showing you who you are currently tracked as and what data is being used for targeting.

There’s also a link with easy access to your ConvertFlow website’s dashboard, and a link to reset your tracking session.

Moving from using standalone CTA campaigns to flows

Most ConvertFlow users start by creating CTAs and launching them as standalone CTA campaigns, due to the linear onboarding process and ease of use.

However, as you advance your ConvertFlow setup by upgrading to a plan with access to  On-Site Retargeting, you may now want to move over any of your CTAs, that are a part of your customer lifecycle, into a flow.

To do this, create your flow, add your existing CTAs as CTA goals, activate these CTA goals, and then deactivate the standalone CTA campaigns for the CTAs you have added to a flow. This avoids campaign overlap and potential confusion later on.

Using Broadcasts to group together standalone CTA campaigns

Sometimes you need to target a specific landing page or blog post for a promotion with multiple CTAs, like a hook and exit overlay, for example. And due to the one-off nature of the campaign, you don't need to worry about it being automated as a lifecycle stage in a flow.

For this case, broadcasts are very handy. You can create a broadcast campaign for that promotion, create your CTAs, and add them to the broadcast. Then, target the broadcast to that promo page. Now, you have organized your CTAs and brought together your stats into 1 campaign that can be managed from one interface.