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Creating Social Proof Campaigns

Creating Social Proof Campaigns

Perform the following steps to create a new campaign for social proof:

  1. On the Social Proof Campaigns page, click Create Campaign. By default, the campaign is named ‘Default Campaign’.

  2. In the Default Campaign area, click  to rename the campaign.

  3. Perform the following major steps to complete the creation of Social Proof Campaigns.

    1. Targeting: This step allows you to define Context and Segment, and select the page type for the social proof campaign. For more detailed instructions, see Targeting.

    2. Message Type: This step allows you to configure and personalize the social proof messages based on the priority, event type, message text, threshold value, single or multiple messages with display time, and so on. For more detailed instructions, see Message Type.

    3. Display Configuration: This step allows you to set up the styling and position of the social proof message.

      Note: Creating a variation for social proof campaign can be accomplished by performing the Message Type and Display Configuration steps.

    4. Preview: This step allows you to view the details of the social proof campaign and publish either to the Production or QA/Integration environment with defined traffic percentage of audiences.

Targeting

The Targeting step allows you to define context & segment, and select the page type for the social proof campaign.

Perform the following steps to choose the context and segment:

  1. Choose the context, which will further define the customers to see the content:

    • Context must include the page type (Item Page/List Page/Cart Page) based on where you want to display the social proof message.

    • You can add additional criteria along with the page type to restrict the social proof message to certain categories, brands of products, etc.

    You can either re-use an existing context or create a new context:

    • Re-use an existing context: The custom target context is defined by choosing from the available list of contexts.

      Note: For re-using an existing context, ensure the conditions of content are specified as required.

      To select an existing context:

      1. In the Context name field, specify the name of an existing context.

      2. Select the context. The page type is displayed for the selected context.

    • Create a new context: You can create a new context based on your preferences.

      To create a new context:

      1. Specify a name to the context.

      2. Choose the target audiences by dragging the conditions from the left to the box that displays "Drag a condition here to start a new group".

      3. Set up each condition.

        For more details about creating new context, see Build Contexts.

      4. Click Create Context.

  2. Choose the segment. You can display the content to all the users, re-use an existing segment, or create a new segment:

    • Show this content to everyone: The content will be visible for all the users on the client site.

    • Re-use an existing segment: The custom target segment will be defined by choosing from the available list of segments.

    • Create a new segment: You can create a new segment based on the requirement.

      To create a new segment:

      1. Specify a name to the segment.

      2. Choose the target audience by dragging the conditions from the left to the box that displays "Drag a condition here to start a new group".

      3. Set up each condition including any constraints that should apply.

        For more details about creating new segments, see Build Segments.

      4. Click Create Segment.

  3. Click Save & Proceed.

Message Type

The Message Type step allows you to configure and personalize the social proof message for the events such as Views, Add To Cart (ATC), Purchase performed by the customers, and Inventory remaining. The functionality to display multiple messages was limited to the Item page. However, it is now extended to include other page types, such as List, Cart, and Category pages.

Note: If any feature is not available in the social proof campaign, it is recommended to create a new variation to see the recently added features. Old variations may not include the new features.

To effectively configure social proof messages, follow these steps to define the parameters:

  1. Perform the following actions to define the parameters for social proof message:

    1. Page Type: Displays the selected page type in the Targeting step.

    2. Enable Multiple Messages: Enable this toggle button to display the multiple social proof messages one after another.

    3. Display Time: Set the required display time of each social proof message in milliseconds when multiple messages are enabled.

    4. Priority: Displays the priority of social proof message.

      To change the sequence of priority, click , hold it, and then move it either up or down.

    5. Type: Displays the metric type of social proof message such as Views, Add to Cart, Purchase, and Inventory according to the defined intervals such as right now, in last hour, today, and since last visit.

      Note: In the social proof message, the intervals ‘right now’ refers to the last 15 minutes and ‘today’ refers to the last 12 hours. This can be changed as required through JavaScript.

      Available event metric types are:

      • Views Right Now

      • Views Today

      • Views Since Last Visit

      • Add To Cart In Last Hour

      • Add To Cart Today

      • Add To Cart Since Last Visit

      • Purchase In Last Hour

      • Purchase Today

      • Purchase Since Last Visit

      • Inventory (For more details about Inventory Messaging, see Inventory Messaging in Social Proof)

    6. Message Preview: Displays the preview of the text message that you want to display similarly on the site.

    7. Threshold: Specify the minimum threshold value on which the social proof message needs to be triggered.

    8. Show/Hide: Displays the option to show or hide the metrics according to the requirement of social proof message to be enabled for the site. You can select Show, if there is more impact by showing the social proof message on the site. If not, select Hide.

      For example, If you decide to show only two messages as part of social proof messaging, then only those two message types can be selected as Show and Hide for all other message types. So that only the required message types will show as part of social proof messaging.

    9. Click  to set up the configuration of event metrics.

      For example, to edit the Add To Cart Today event metric type:

      1. Click  corresponding to the Add To Cart Today event metric type. The Add To Cart Today window is displayed.

        clipboard_e97e1b8c9b56dfb1af8252bd92811de99.png

      2. Specify the interval and select the interval unit from the dropdown list. Available interval units are minutes, hours, days, and weeks

        Note: The message is displayed on the products being viewed by other customers within the selected configured interval. Ensure only the currently supported interval is specified.

      3. Set the minimum threshold value in the Threshold text box to display the social proof message on the site.

      4. Specify the social proof message text in the Message Preview text box that you want to display on the site.

        By default, the user count is used as the metric for social proof messaging. You can switch between user count and event count based on your preference. 

      5. (Optional) Click Add additional Language to add a localized social proof message.

        Social Proof has enhanced its message display capability by introducing language parameter support. This allows merchants to specify the desired language for social proof messages, ensuring users receive messages in their preferred language. This includes the following benefits:

        • Multi-Language Configuration: Merchandisers can configure social proof messages for multiple languages using a unified template, specifying messages in the appropriate locale for each language.

        • Localized Text Entry: Users can input text for each specified language directly within the user interface, ensuring precise localization. This feature simplifies the setup and management of localized messages.

        • Dynamic Messaging Display: Social proof messages dynamically adapt to display the appropriate text based on language parameters provided in the R3_COMMON configuration. This includes support for language (lang) parameters, enabling the direct display of corresponding text when the language parameter is passed.

        To add an additional language to display localized social proof message, specify the following:

        1. From the Choose Language dropdown list, select the language you want to add for localization.

        2. Specify the social proof message text in the selected language in the provided text box.

          Similarly, to include an additional language, click Add Another Language. This will allow you to input the social proof message text for the new language in the provided text box,

        3. Click Save.

          This ensures that your social proof messages are accurately configured and tailored to your language preferences and localization needs.

    10. Click Save & Proceed.

Display Configuration

The Display Configuration step allows you to set up the styling and position of the social proof message.

Perform the following actions to set up Message Styling and Display Settings:

  1. On the Message Styling tab, set the following template variables and the group details:

    • (Optional) Code Editor: Select the Code Editor checkbox to edit the codes and customize the variables of social proof messages to display accordingly on the selected page type.

      You can edit the code to customize the social proof messages through HTML, CSS, and JavaScript.

    • Text Color: Select the text color of the social proof message.

    • Height: Set the height of the social proof message text box.

    • Width: Set the width of the social proof message text box.

    • Font Family: Set the text font of the social proof message. For example, Kant, sans-serif.

    • Font Size: Set the text font size of the social proof message.

    • Margin: Set the margin for the social proof message text box with respect to the surrounding page component.

    • Padding: Set the padding (inner space) for the social proof message.

    • Background Color: Select the background color of the social proof message text box.

    • Line Color: Select the line color of the social proof message text box.

  2. On the Display Settings tab, set the Selector element, Position, and Output Variable Name details of the social proof message.

    1. Selector Element: Selector Element is the location selector identifier where you want to display the social proof message. It can be a cart button or item image on the item page (or PDP pages). To place the message at the right location, it is important to identify the right UI component & identifier and use that parameter for inserting the social proof message.

      Location selector can be XPATH, ID, or class selector for the element for which the social proof message is inserted on the page followed by hash or dot.

      It is important to keep the following aspects while choosing Selector Element:

      • Identifier should be unique on the item page. If it is available in multiple places on the item page, then the message may not be able to show at the required location. Therefore, check if the selected identifier is unique or not. If not, select a different identifier.

      • If there is no unique identifier, add an identifier that is unique for the message location.

      • It should be followed by hash (#) for ID &amp and dot (.) for class. Tags can be used directly like p, div, etc.

    2. Position: Select the location where you want to display the social proof message with respect to the specified Selector Element. Available options are top, middle, and bottom.

    3. Output Variable Name: Specify the output variable name.

      To obtain the social proof variation output, clients can access the variable using window.RR. For example, if the variable is named socialproofmetrics, clients can use the function window.RR.socialproofmetrics.data to retrieve the desired metrics. This function provides attributes such as message type, timewindow, user count/event count, threshold, message, priority, and show/hide, enabling precise control over the social proof variation output. This allows clients to utilize the message and render it on the website as required.

      Ensure that the output variable name complies with the following naming conventions:

      • Variable name must start with an alphabetic letter, underscore (_), or a dollar symbol ($).

      • Variable name cannot contain spaces.

      • Variable name cannot be the same as reserved keywords such as if, const, and so on.

  3. Click Save & Proceed.

Preview

The Preview step displays the summary about the campaign to be published for the social proof such as context & segment defined for the campaign, start date & end date of the campaign, audience traffic percentage, and so on.

Campaign Publish Summary

  • Context Details: Displays the context details selected for the social proof campaign.

  • Segment Details: Displays the segment details selected for the social proof campaign.

  1. Perform the following steps to publish the social proof campaign:

    1. Start Date: Specify the start date of social proof variation.

    2. End Date: Specify the end date of social proof variation or select the No End Date checkbox to run the variation forever.

    3. Production: Select this checkbox to publish the social proof variation to the production environment.

    4. QA/Integration: Select this checkbox to publish the social proof variation to the QA environment.

    5. Audience %: Define the impacting traffic percentage of audience that you want to allocate for the variation.

      Note: By default, audience traffic is set to 100% for the first variation.

    6. Importance: Specify the importance of the social proof campaign.

      Note: If there are conflicting social proof campaigns, the campaign with the higher importance will win. You can also use decimals to specify the campaign importance.

  2. Click Publish.

    The confirmation page is displayed for the published social proof variation where you can perform the following actions:

    • To create a new variation for the same campaign, click Create Variation.

    • To view the created campaign in the list of campaigns, click Go to Campaigns List.

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