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.
These are ordered by campaign priority level:
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.
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.
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.