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Realtime Web Engagement

for Targeted Personalized Messaging.

How It works

It's simple! Select your interaction type, set your content and conditions and generate an embed script to add to your pages

Plumb5 Inbuilt personalization app offers a comprehensive rule engine for visitor engagement on your website or on the commerce store.

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Select your audience group and assign an interaction type.

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Upload messages or tag content to the interaction type.

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Generate script and add it to your pages.

Set rule based workflows to your interactions so that
engagements are continuous till goal completion.

Interaction Gallery

Select an interaction template, tweak it with desired content & style, assign rules and generate script for your webpage.

Ask a Question

Pop a question & collect insights from your browsing visitor.

Questions are the easiest of interaction types, as the audience are done with a single click

Know their choices

Present multiple answers and gather tags for recommendation.

Present a poll with multi-select option which makes it easy for your audience to just select his options.

Ask an opinion

Present an opinion poll and gather responses.

Present a single-select poll to gather opinions of the browsing visitor which can be used for targeted campaigns.

Identify Visitors

Identify your anonymous visitor quickly.

Enable a pop form for unidentified visitors and capture email addresses, so that offers and announcements can be notified

Lead Generation

Present a lead form for repeat visitors with intent.

QPresent a form to anonymous repeat visitors with high intent score so that you can address their specific needs quickly, leading to conversion.

Prospect Engagement

Understand more from your prospect when he is online.

When your prospect is online, it is your best chance to engage and gather insights for your subsequent conversion campaign.

Ratings

Allow your customer to rate products.

Show Rating scale for customers who have already used your product and gather insights about their views about the products.

Chat

Chat with your visitors when online.

Chat with your visitors, when online and help them find products quickly. Use the panel to show product images & build amazing experiences.

Video

Entice your prospect with a video.

You can pop relevant product videos based on groups and monitor which user has responded to the video.

Presentation

Show your presentations.

If your visitor is looking for a specific product information, turn on triggers to display presentations for these visitors only

Facebook Audience

Allow your visitors to connect with on Facebook.

Add your Facebook code snippet and show it visitors, who are not connected to you on Facebook, and invite them to your social groups.

Tweets

Display tweets for frequent visitors.

Display tweets to users who are constantly looking for content about your service or products.

Custom Banner

Show an unique banner based on responses.

Display custom banners to your prospects or customers and move them back to the goal path

Custom HTML

Show HTML Snippet with multiple links.

Add your HTML snippet to the container and display custom content to your customer segment.

Custom Form

To create a custom form from scratch, you will need to login to Plumb5 Dashboard. Click to sign up.

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Configuring Rules

It's simple.

Assign combination of conditions to your interactions so that engagement can be triggered when the conditions are met.

# If the visitor is unknown

Unknown visitors are anonymous users, who can be tracked by their IP and have no email tag attached to it.

Assigning this rule will display your content to unknown visitors only.
# If the visitor is a lead or a prospect

Leads or Prospects are visitors, where the visiting IP is tagged to an email id but their purchase status is null. Email gets tagged either during an web engagement or from a mail campaign.

Assigning this rule will display your content to leads only.
# If the visitor is a customer

Customers are visitors, where the visiting IP is tagged to an email id with a customer tag Integrate your store data with Plumb5. Click here to view guide on ECommerce Integration.

Assigning this rule will display your content to leads only.
If the visitor belongs to segment x

This works on prospect or customer groups who belong to a specific customer segment. Customer segmentation can be done within Plumb5 or can import existing segmentation data.

Assigning this rule will display your content to visitors, belonging to the specified segment only.
If the visitor does not belong to segment x

This works on prospect or customer groups who do not belong to one or more specific customer segment. Customer segmentation can be done within Plumb5 or can import existing segmentation data.

This rule will display your content to visitors, who do not belong to the specified segment.
If the visitor's total behavioral score is

This one is for the agile marketers. If you have enabled scoring for every parameter like frequency, recency, time spend, page depth or actions, you can display content based on aggregated scores.

Assigning this rule will display your content to visitors, belonging to a particular score range.
If the visitor's session is

Display messages for every new session. Trigger messages based on visitor session count. For ex: Show a custom message when he is back on your website, maybe the third time.

Assigning this rule will display your content to visitors, with a particular session count.
If the visitor's page depth is

Engage your visitor based on the depth of a session. For ex: If the visitor's current session has extended to the third page, display a custom message. If it extends to the fifth page, present a different message. Input your depth level and get started.

Assigning this rule will display your content to visitors, with a particular page depth of a session.
If the visitor's total pageviews are

Engage your visitor based on the number of pages viewed. If you have a visitor, who has already browsed more than 8-10 pages, it's time to engage. Just input your page count to trigger your message.

Assigning this rule will display your content to visitors, with a particular page count.
If the visitor's frequency is

Display messages in context based on the frequency of the visitor. If you have frequent visitors, its time to engage them and move them to the goal path.

Assigning this rule will display your content to visitors, based on frequency count.
If the visitor's source is

Display personalized messages or offers for visitors coming from various channels.You can show a relevant banner to a person coming from particular source. For ex: If your visitor clicked on your FB campaign and visited your website, you can quickly display relevant tactical messages.

Assigning this rule will display your content to visitors, based on the source URL specified by you.
If the visitor's is direct

Ask a question or get insights from a direct new visitor.

Assigning this rule will display your content to visitors, who visit your site directly.
If the visitor's is a mail respondent

Show relevant messages if the visitor is coming to your website from a mail campaign and move them to the desired goal path. This rule can be enabled for emails sent from Plumb5 EMail platform.

Assigning this rule will display your content to visitors, who visits from your mail campaign.
If the visitor's search keyword is

Show custom messages to your visitor based on their search keyword. For ex: If the visitor comes to your website from Google Search, you can customize your content or banner, based on the search term, used in Google.

Assigning this rule will display your content to visitors, when their search keyword tag matches the tag, specified by you.
If the visitor's clicked a specific button

Show contextual messages or offers based on click events. You should enable event-tracking on your Plumb5 tracking scripts to be able to sync event data with the interactions.

Assigning this rule will display your content to visitors, who have clicked a specific button.
If the visitor's clicked a specific price range

Show custom offers to visitors who are searching for products within a particular price range. You should enable event-tracking on your Plumb5 tracking scripts to be able to sync event data with the interactions.

Assigning this rule will display your content to visitors, who have selected a specific form choice.
If the visitor's interacted with a chat agent

Trigger relevant messages based on past chat responses. Login to your Plumb5 account and create groups of your chat respondents. Assign the group to the interaction.

Assigning this rule will display your content to visitors, who already have a chat history.
If the visitor's response to your mail campaigns are

You can display custom messages for mail recipients who are highly responsive. This works in sync with the Plumb5 Email platform to access the mail response segments.

Assigning this rule will display your content to visitors, who belong to the specified response segment.
Based on visitor's responses to your previous interaction

Carry on the conversation by setting up messages based on past responses. You can set up followup conversations to drive visitors to the goal path. To enable this interaction, login to your Plumb5 account, to select the past responses of your previous engagement.

Assigning this rule will display your content to visitors, where the past response tags matches the tag specified by you.
If the visitor's added these products to the cart

Display targeted messages or offers based on "Add to cart" events. You should enable event-tracking on your Plumb5 tracking scripts, to be able to sync event data with the interactions.

Assigning this rule will display your content to visitors, who have added the specified products to the cart.
If the visitor's viewed but not added these products to the cart

Show custom messages or offers based on page views of the specified products.

Assigning this rule will display your content to visitors, who have viewed the specified products but have not added to cart yet.
If the visitor's dropped a product from the cart

Display personalized messages or offers based on drop-out tags of a visitor. Integrate your store data with Plumb5, to be able to sync transaction data.

Assigning this rule will display your content to visitors, who have added the specified products to the cart but has not purchased it yet.
If the customer purchased any of these products

Show related accessories or offers based on past purchases of your browsing customer. Integrate your store data with Plumb5 or upload purchase segmentation data.

Assigning this rule will display your content to visitors, who have purchased the specified products.
If the customer has not purchased any of these products

Show related accessories or offers to your browsing customer, based on product affinity tags. Integrate your store data with Plumb5 or upload purchase segmentation data.

Assigning this rule will display your content to visitors, who have not purchased any of the specified products.
If the customer's total purchase is

Display personalized messages or offers based on purchase points of your browsing customer. Integrate your store data with Plumb5 and create customer groups based on total purchases.

Assigning this rule will display your content to customers, where the total purchase count matches the range, specified by you.
If the customer's current value is

Display personalized messages or offers based on current value status of your browsing customer. Current value status is calculated by integrating transaction data and spend data. Spend data needs to be imported into your Plumb5 account.

Assigning this rule will display your content to visitors, where the total value count matches the range, specified by you.
If the customer/prospect's online sentiment is

Display personalized messages or offers based on sentiments of your customer or prospect. It could be online sentiments based on social posts or it could be responses to your engagement campaigns. To make this work, you will need to enable the sentiment search feature to sync all sentiment results.

Assigning this rule will display your content to visitors, where the sentiment tag matches the tag, specified by you.
If the prospect's nurture status is

Display targeted messages or offers to your prospects, based on their status. This works in sync with the Plumb5 Prospect Base to access status data of your prospects. You can even import your prospects from SalesForce into Plumb5 Contacts and get started.

Assigning this rule will display your content to visitors, who are prospects and satisfy the specified status tag.
If the customer's RFMS score is

Display your form based on RFMS score on Plumb5 (needs to be configured) or you could import your score list and assign a score range in the form. Show key messages to visitors with low score as they could be your drifting prospects or customers. You can even set it for RFS score of your prospect which helps in engaging a drifting prospect.

Assigning this rule will display your content to visitors, whose score matches the score range specified by you. Works for prospects and customers only.
All changes and updates can be managed from the Plumb5 dashboard,
making it easy for marketers to configure all by themselves
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