When you create an onsite message in the legacy editor, you start from a preset: a ready-made message with a flow, default texts, and settings for a common goal, such as growing your newsletter list. Each preset also applies a setting preset, which you can change later. This article describes the six presets you can start from and the setting presets behind them, so you can pick the right starting point and know what to check afterwards.
Choose a preset
- Go to Onsite > Messages and select New onsite message.
- In Choose Preset, select one of the presets described below.
- Fill in the Name, Brand name, and Site on the General card, and select Save as draft.
The presets are also shown on the Onsite Manager's Overview page, grouped by goal: Grow your contact database, Enrich your contact database, Reach out to visitors, and Reach new audiences.
The presets
| Preset | Use it to | Steps | What it sets up |
|---|---|---|---|
| Newsletter signup | Collect email addresses for your newsletter. | Minimized → First page → Success Page | An Email field (required), a mandatory opt-in checkbox, script tag cornerwidget, and a message that starts minimized. |
| Member signup | Sign up new members with more information. | Minimized → First page → Success Page | Email, Phone number, and Social security number fields (all required), an opt-in checkbox, script tag cornerwidget, and a message that starts minimized. |
| Contact update | Ask existing contacts for missing information or consents, for example when they log in. | First page → Success Page → Minimized | An Email field, a mandatory opt-in checkbox, script tag login, and a message that opens straight away instead of starting minimized. |
| Onsite promotion | Promote an offer, a product launch, or a campaign, without a form. | Minimized → First page | A first page with no form (Disable data collection is on) and a Close button, script tag cornerwidget, and a message that starts minimized. |
| Refer a friend | Let visitors share an offer with their friends. | Minimized → First page → Success Page, plus Friend maximized → Friend minimized | An Email field and a mandatory opt-in checkbox, with Referrals and Friend reward turned on. See Create a refer-a-friend campaign (Legacy). |
| Empty variant | Measure the lift of your other onsite messages with an A/B test. | Only Configuration | A message with no visible content. When it's picked in an A/B test, it gives you a control group to compare with. |
Every preset comes with default texts in the language you choose. Always read through the texts on every step, and on the Exceptions tab, and change them to fit your offer before you publish.
The texts on the Contact update and Onsite promotion presets start as general signup and thank-you texts, not as texts about updating information or about a promotion. Rewrite them before you publish.
Setting presets
Each preset applies a setting preset, which you can see and change under Preset on the General card. A setting preset is a group of settings that are applied together.
| Setting preset | Used by |
|---|---|
| Empty campaign for A/B lift tests | Empty variant |
| Signup campaign with reward and emails | Newsletter signup |
| Signup campaign without reward and emails | Member signup |
| Reach Ability campaign with reward and emails | Contact update |
| Reach Ability campaign without reward and emails | Not used by a preset. |
| Onsite promotion with countdown timer without reward | Onsite promotion |
| Referral campaign with reward and emails | Refer a friend |
| Referral campaign without reward and emails | Not used by a preset. |
| Custom | Not used by a preset. Turns on Referrals, like the referral presets. |
Don't rely on the names of the setting presets. For example, the presets "with reward and emails" don't turn on Reward or Sendouts, and the onsite promotion preset doesn't turn on the countdown timer. Turn on the features you need yourself on the Configuration tab, and on the step tabs.
Change the setting preset
To change the setting preset of an existing message, open the General card and choose another Preset.
Changing the setting preset applies its default settings straight away, without asking you to confirm. It can change the script tag, the flow, and which cards are shown. Check all your settings afterwards, or select Cancel to leave without saving.