Overview

SiteEngage™ helps companies engage website visitors and convert anonymous website traffic into identified individuals. Companies use SiteEngage™ to deeply personalize content, whether it’s embedded or displayed through an engagement window that’s overlaid onto a website. SiteEngage™ is also used to build newsletter lists, display offers and secure new customers.

Creating an Engagement

Types of Engagements

There are two types of ways to create an engagement, via embedded content or engagement windows (also known as "popups"). Embedded content is any combination of pictures, text, video and more (anything you can fit into a WYSIWYG editor) that is embedded into a <div> tag inside your website. Engagement windows either overlay or push down/up your website to shown custom content. There are over a dozen types of engagement windows, allowing you to show content as a footer, header, system tray popup, modal window and more. Off the shelf themes are available to give your engagement a head start. 

Embedded content will always be displayed; however, engagement windows will display once to the user until:

Initial display is defined on page entry, on a specific number of page clicks, or on exit intent. 

When creating an engagement there are two steps. First, create the Dialog. The Dialog is the creative piece. Second, create the Personalization. The Personalization is the rules-based engine that determines when to show your engagement. 

Step 1: Creating a Dialog

To create a Dialog do the following:

Step 2: Creating a Personalization

To create a Personalization do the following:

Step 3: Embed the Code Snippet

Adding an Engagement Window to your Website

Once you've created a Dialog and Personalization, you can now embed the code into one or more pages of your website. To locate the embed code do the following:

Your embed code will look something similar to the code below. 

If you're using more than one Engagement on a page, you don't need to add the entire JavaScript block for each Engagement to the page. Simply take the line that starts with "llps.push" in the embed code for each additional Engagement and add it to the existing JavaScript snippet.

<script type='text/javascript' src='http://cdn.leadliaison.com/scripts/lazyload-min.js'></script>
<script type='text/javascript' language='javascript'>
	var llcustid = 15968;
	if(typeof llps == 'undefined') llps = [];
	llps.push({token: 'byIfGChLEx8AUztWCAyBqBHdfaUJNsNkwaTBJnIjS6'});
	LazyLoad.js('https://t1.llanalytics.com/tracking_engine/llp-render.php');
</script>

Code with multiple Engagements will look similar to the code snippet below:

<script type='text/javascript' src='http://cdn.leadliaison.com/scripts/lazyload-min.js'></script>
<script type='text/javascript' language='javascript'>
	var llcustid = 15968;
	if(typeof llps == 'undefined') llps = [];
	llps.push({token: 'byIfGChLEx8AUztWCAyBqBHdfaUJNsNkwaTBJnIjS6'});
    llps.push({token: 'lkjklJ87679ztWCAyBkjadfkjhFJ876HHjsy2786'});
	LazyLoad.js('https://t1.llanalytics.com/tracking_engine/llp-render.php');
</script>

Adding Embedded Content to your Website

A Zone Dialog helps build dynamic content to embed into your website. To embed a Zone Dialog into your site, do the following:

Designing Dialogs

Preview your Website in the Background

Preview your website in the background to give your Dialog a realistic feel. To load your website behind the Dialog in the designer do the following:

Your browser may block loading your website in the background if your website is under http (not https). The reason for this is because Lead Liaison's application runs securely under https. When unencrypted (http) content is loaded the browser will block it. Consult your browser settings to determine how to remove the block. In Google Chrome a small shield will appear in the URL field. Click the shield, authorize loading the content, then re-enter your website into the Preview field.


Settings

The minimum width for a dialog is 300 pixels. The maximum width is 1,000 pixels.

Style

Below is a list of possible styles that may be applied to your Dialog:

Changes the color of the panel in the background

Changes the color of the close button

Changes the color of the footer background

Fields

Configures styling for the name and email fields that makeup the Dialog short form. 

Effects

Sets the effect to use when the Dialog loads. The following effects are possible:

Social Networks

Sets the value of the social network icons. Facebook, Twitter, LinkedIn, and Google+ icons are available. Each social network can be enabled or disabled. 

Conversion Actions

SiteEngage™ is deeply integrated with Lead Liaison's Lead Management Automation™ (LMA) system. LMA offers a suite of sales and marketing automation services to help companies be more efficient and productive with sales and marketing operations. Using Conversion Actions, a viewer can be added to a Lead Liaison Campaign, added to a List, or added to a Workflow, once they submit the short form. 

One or more Lists and/or Workflows may be selected while the viewer may be added to a single Campaign. Classic examples of using Conversion Actions are:

Button

Configures styling for the button on the Dialog short form. 

Buttons are highly configurable. Also, any Dialog type that has a Button element in the designer, such as the Canvas and the Slider, can have more than one button. When clicking on a button, the Button panel opens on the left hand side. 

The Button Action parameter controls what happens when the button is clicked. Options are:

Dynamic Fields

Any Dialog can contain dynamic data fields using any Lead Liaison Standard or Custom Field. When editing content using the WYSIWYG editor enter any data merge value. In the example below, we're using the First Name Standard Field along with a default value parameter. If the system has captured the visitor's first name, then the visitor would see something like "Hey John". Otherwise, the visitor would see "Hey There!". For more information on Standard/Custom Fields and data merge options reference this page

Embedding Video

To embed video into a Dialog, such as with Theme 9, the video link must be under HTTPS  and the link must be embedded in this format: https://www.youtube.com/embed/TBUwaBBZ-yo 

To get this link for a YouTube video, go to the video page, click the Share button below the video, select Embed, then get the URL in the src attribute of the iframe.

Saving a Dialog

Dialogs are saved automatically every 15 seconds. However, to save your Dialog at any time hit Ctrl + s on your keyboard. 

Designing Personalizations

When creating a Personalization follow these steps and guidelines:

Invoking Custom Content

SiteEngage can be used to call custom content via JavaScript instead of using Lead Liaison's Dialogs. This feature is useful for displaying unique tiles, buttons, or other website elements based on visitor criteria, allowing customers to have limitless options for customizing their website to the visitor experience. 

To invoke custom website content do the following:

Analytics

Overall engagement analytics around each Dialog and each Personalization can be seen by going to:

As shown in the screenshots below, the following analytics are available:

Dialog Analytics:

Personalization Analytics:

Dialog activity is also saved to a Prospect's Profile and visible from the Activity tab. In the screenshot below you see a Dialog View and Dialog Close recorded on the Prospect. 

Automatic Lead Scoring

When a Prospect views a Dialog, converts via a Dialog, or closes a Dialog their activity can be score. Default scores are below and can be customized at any time

Turning off a Campaign

Temporarily:

Suppose you're running a seasonal campaign (winter), but the season is over with, and you won't be running the campaign until the same time next year. To temporarily bring down the campaign either unpublish the Dialog or the Personalization, either will not record activity (views, closes, etc.) and stop showing the dynamic content. 

To unpublish your campaign do the following:

Permanently:

To permanently stop the campaign, remove the embed code from your website. 

Deleting Engagements

To delete a Dialog do the following:

To delete a Personalization do the following:

Testing

You might be wondering how to test your content. One useful tip is to use a proxy server, which helps simulate visiting your website from another country. Try out a Personalization by using the Country filter and the instructions below to setup a proxy. 

We suggest opening up a new Google Incognito window under your proxy (or even without a proxy) each time you want to test an Engagement.