Create a Convert Campaign

You can use Convert campaigns to engage with shoppers who visit your Shopify store in real time, and create an experience that closely resembles in-store interactions.

Campaigns are proactive messages that appear in the Gorgias chat widget whenever a shopper visits your store and meets certain conditions. You can use campaigns to upsell and cross-sell, offer pre-sales assistance, or educate shoppers with access to resources like videos, quizzes and guides.

See our Convert Campaign Library to explore examples of campaigns from successful brands.

Requirements

You must have an active Convert subscription
You must have Admin permissions to create new Convert campaigns

Creating a new campaign

Open the Convert menu in your Gorgias account to create a new campaign.

Go to Convert → Campaigns
Select Create Custom Campaign to create your own campaign
- Alternatively, select Create Campaign From Library to browse successful, pre-made campaign templates
Under Set up the basics, give your campaign a name and select a language

In Gorigias, opening the Convert menu to select the Create Custom Campaign button

Choosing your campaign’s audience

Your audience determines who will see your campaign when they visit your store.

You can define an audience based on a set of conditions or “triggers”. When a shopper meets the conditions of the campaign, they are shown your campaign message in the Gorgias Chat widget.

Your conditions may include variables such as: the shopper’s behavior on your store, the current state of their shopping cart, information from their Shopify customer profile, and other factors like the shopper’s location.

Open the Choose your audience section
Select + Add Condition to set a one or more audience conditions
Use the dropdown menu to set a delay, if applicable
- Delays determine how long it takes for your campaign to appear after all audience conditions have been met
Choose the type of device your shopper must be using to see the campaign (mobile, desktop or both)
Use the toggles to adjust your campaign preferences
- Customers can reply to this campaign → allows shoppers to reply to the campaign in chat, creating a new ticket for your team to answer (*recommended for campaigns that run during business hours).
- Incognito visitors will also see the campaign → show the campaign to any shopper that meets all campaign conditions, but who does not have an existing Shopify customer profile with your store, or is not currently signed in to your Shopify store (*only applies to campaigns with customer-specific conditions).

In the process of creating a new campaign for your store, opening the Audience section to add a new condition for the campaign to appear

Here’s a breakdown of the conditions you can use to define your campaign audience:

Condition type	Condition	Description
Behavior	Current URL	Show the campaign to shoppers based on whether they visit a specific page(s) on your store
	Time spent on page	Show the campaign to shoppers based on the amount of time they spend on a page
	Currently visited product	Show the campaign to shoppers based on whether they visit a page with specific product tags
	Number of visits	Show the campaign to shoppers based on the number of times they have visited your store
	Time spent per visit	Show the campaign to shoppers based on the amount of time they have spent on your store per visit
	Exit intent	Show the campaign to shoppers when they demonstrate an intent to exit the store. Exit intent includes: the shopper minimizes or navigates away from the current tab (on mobile); the shopper moves their mouse close to the edge of the page (on desktop); they scroll quickly to the top of the page, or change focus to a different app.
	Out of stock product pages	Show the campaign to shoppers who visit a product page where all variants are out of stock
Cart	Product tags added to cart	Show the campaign to shoppers based on the products added to their cart
	Amount added to cart	Show the campaign to shoppers based on the total value of products in their cart
Customer	Shopify customer tags	Show the campaign to shoppers based on tags in their Shopify customer profile
	Number of orders placed	Show the campaign to shoppers based on the number of previous orders they have placed
	Total spent	Show the campaign to shoppers based on the amount they have spent on past orders
	Products purchased	Show the campaign to shoppers based on specific products they have previously purchased
Other	Business hours	Show the campaign to shoppers based on your store’s business hours
	Visitor location	Show the campaign to shoppers based on the country where they are located (based on IP address). Use this condition to include or exclude shoppers from campaigns when you want to communicate a regional offer or service.

Writing a campaign message

Writing an effective and compelling message entices shoppers who see your campaign to engage with your team or complete an action.

You might use a campaign message to: nudge shoppers to complete their order with a discount code, increase the value of their cart by adding another product, or access product education outside of business hours when your team is offline.

Use the From dropdown menu to choose the name of an agent who the campaign “comes from”
- Use this as a way to personalize your campaign message for shoppers, as if its coming directly from a member of your team
Enter your campaign messagein the text editor
- Alternatively, use AI Copy Assistant to help write your message
Format your message with links, rich media and personalization. Use the toolbar in the editor to:
- Add links (learn how to set up your own short-link domain and track clicks)
- Add an image
- Add a video
- Insert emojis
- Insert Shopify products cards (use this option to recommend products from your catalogue)
- Insert Shopify discount codes
- Insert Email Capture Form

Opening the 'Write your message' section when creating a new campaign. Using the toolbar to add links, videos or add personalized elements like a product card or discount code

Tip: want to improve your campaigns? Use A/B testing to compare how different versions of your campaign message perform with shoppers.

Writing a message with AI Copy Assistant

Rather than write a new message from scratch, you can use AI Copy Assistant to create an effective message for your campaign or improve a message that you’ve already written.

AI Copy Assistant automatically uses your store’s website to suggest a message that matches your brand’s tone of voice. It also uses campaign best practices to recommend the most effective message — keeping it short (max 150 characters) and using emojis to get shoppers’ attention.

You can edit or regenerate AI Copy Assistant’s suggestion until you have a campaign message that you like.

Open the Write your message section in the campaign editor
In the message textbox, describe what you want your campaign to say or do
Select Regenerate to get an optimized message suggestion from AI Copy Assistant
- If you’re not satisfied with the suggestion, you can update your prompt and select Regenerate again
Select Apply to use AI Copy Assistant’s suggestion

In the campaign editor, opening the "Write your message" section, entering a prompt, and then using the Regenerate button to get a suggested campaign message from AI Copy Assistant

Publishing your campaign

Once you’re satisfied with your campaign setup, you can decide when to publish the campaign to your store.

Open the Publish your campaign section
Choose when to publish your campaign
- Publish now → start your campaign immediately
- Save and publish later → save your campaign as a work-in-progress to publish later
- Schedule → plan your campaign in advance by setting an automatic start and end date
Select Create to finish

Opening the 'Publish your campaign' section to decide when you want to publish your campaign, then selecting the Create button to finish

Schedule your campaign

When publishing your campaign, you can use the Schedule option to set a specific date and time for when your campaign goes live and ends on your store.

Scheduling is useful if you want to plan your campaigns in advance, or automatically start and stop a campaign based on a predetermined schedule (for example, during BFCM, Boxing Day, or when managing a new collection or excess inventory).

Open the Publish your campaign section
Select Schedule
Use the calendar to choose a start date and an end date, if applicable
Open the dropdown menu to choose the time of day when the campaign runs (*only available if your campaign does not use Business Hours as an audience condition).
- All day → 24 hours/day
- Business Hours → only during your store’s business hours
- Outside Business Hours → only outside of your store’s business hours
- Custom → use this option to set custom hours for specific days of the week

In the 'Publish your campaign' section, using the Schedule option to set a date and time for when the campaign starts and ends

Explore types of campaigns

Use campaigns to upsell and cross-sell
Offer shoppers promo codes with Cart campaigns
Offer pre-sales assistance with a conversational campaign
Exit intent campaigns

Helpful campaign resources

How to create winning Convert campaigns
Explore examples of successful campaigns from other brands
Learn about conversion rate optimization (CRO)

Create a Convert CampaignUpdated 4 months ago