Manage Optimizely Triggered Messages campaigns

Go to Triggers in your Personalization Portal account and select the Campaigns tab.

This page lets you do the following:

• Edit – Click Edit  or a Triggered Messages campaign name to open the configuration page for that campaign so you can edit it.
• Status – Click Activate it  to switch on a campaign or Pause it  to switch off a campaign. The initial state of a newly created Triggered Messages is paused.
• Delete – Click Delete  to delete a campaign. A confirmation box appears.

Prioritize trigger campaigns

On the Campaigns page, you can sort your Triggered Messages campaigns in the order you want for them to be fired. Campaigns at the top of the table have the highest priority, and those at the bottom the lowest.

Trigger prioritization occurs whenever two or more triggers criteria are met at the same time. The following rules apply:

• The trigger that is to fire first is prioritized.
• If campaigns are to fire at the same time, the campaign that is higher up in the table is prioritized.

The priority order is especially important if you restrict the number of times a trigger can fire for any one customer (by defining a global contact frequency).

After a campaign’s trigger fires, only the trigger from a trigger campaign higher up in the table can fire that day (if it does not exceed the Global contact frequency). So, in the table of trigger campaigns in the Personalization Portal, if one of the triggers fires, any trigger below it in the list is prevented from firing that day (resets at 00:00 UK time).

To re-order the priority of your trigger campaigns click the button  to the left of a campaign’s name in the Priority column, and drag the campaign to the desired position in the table.

Example of trigger priorities

Within one session, a visitor fulfilled the criteria of all five campaigns in the picture below.

The Abandoned basket campaign (position 2) fires first. Although it shares the shortest Time to wait with Optimizely Mobile Push Trigger (position 3), it has a higher position in the table and therefore a higher priority. Abandoned Browse is on top of the table, but with a waiting time of 45 minutes it has a lower priority.

After the Abandoned basket trigger fired, another In-session trigger cannot be fired as only one in-session trigger is allowed per session.

When the visitor starts a new session, only Abandoned browsed product (position 1) qualifies to fire, as now only triggers with a higher position in the table than Abandoned basket are considered.

If the visitor starts a third session, no further in-session trigger can be fired, because the trigger with the highest position in the table has already been fired and the daily Global contact frequency in this example is limited to 2.