Video: Setup Drive Traffic with a Targeted Message On Your Homepage Playbook

by Sara Pion

Starter plans have the ability to send targeted messages to users on your site in order to start a conversation with them! This feature is in the form of a Drive Traffic with a Targeted Message On Your Homepage Playbook! Here's how to set one up for yourself! 


Topics Covered: 
(0:19) Where to find Playbooks in your account
(0:24) Create a New Playbook
(0:32) Select "Targeted Message" Playbook
(0:56) Edit the copy of the message
(1:34) What are Goals and how they work
(1:57) How to edit Goals/Lead Stage Tag
(2:06) Routing Rules
(2:37) Audience Targeting (Who do you want this message to show to?)
(2:53) Display Targeting (Where/When will this message show?)
(3:29) Enable Playbook
(3:35) Editing Playbook



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