Campaigns & Segments — Proactive, Targeted Engagement
Don't just react — reach the right customers at the right moment with targeted campaigns, dynamic segments, pre-chat forms and custom attributes.
Features/Campaigns & Segments
Great support isn't only reactive. The right message at the right moment — an onboarding nudge, a renewal reminder, a proactive offer — turns support into growth. Campaigns let you reach out instead of only waiting.
Target the right people with dynamic segments, capture context with pre-chat forms, and personalise everything with custom attributes. Combined with BotIQ, proactive conversations can even be handled automatically.
What you get
One-off & ongoing campaigns
Send targeted messages via chat widget, email or WhatsApp — scheduled or triggered by customer events.
Dynamic contact segments
Segment by attributes, behaviour, location or custom fields; dynamic segments update themselves as customers change.
Pre-chat forms
Capture name, email, issue type and priority before a conversation starts — better routing and instant lead capture.
Custom attributes
Store unlimited custom fields on contacts and conversations for deep personalisation and targeting.
How it works
1. Build a segment
Define the audience by attributes, behaviour or custom fields. Dynamic segments stay current automatically.
2. Craft the campaign
Compose the message, pick the channel, and schedule it or trigger it on an event.
3. Engage and capture
Reach customers proactively, capture responses as leads, and let BotIQ or your team follow up.
Frequently asked questions
What channels can campaigns use?
Campaigns can be delivered via the chat widget, email and WhatsApp, either scheduled or triggered by customer events.
What are pre-chat forms for?
Pre-chat forms collect details — name, email, issue type, priority — before a conversation begins, improving routing and turning chats into captured leads.
How do dynamic segments work?
Dynamic segments are defined by rules (attributes, behaviour, location, custom fields) and update automatically as contacts meet or stop meeting the criteria.
Can I personalise campaigns?
Yes. Custom attributes on contacts and conversations let you personalise messaging and target precisely.
See Campaigns & Segments in action
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