Send targeted messages to visitors on your website
Reach visitors on your website with targeted Outbound messages based on who they are and what they do.
Written By Markus from Featurebase
Last updated 4 days ago
Overview
Use Outbound messages to proactively reach visitors on your website based on who they are and what they do. Use them to start conversations with high-intent visitors, offer help on pricing or signup pages, or show targeted notices while someone is browsing.
Visitor messages can target people who are not logged in, leads who have started a conversation, and users if you include them in the audience. You can target by profile type, audience rules, page URL, time on page, and CSS selectors.
Create a new message for visitors
Start from a new or existing Outbound message:
Go to Dashboard → Outbound
Click New Message and select Chat or Banner, or open an existing message
If you are creating a new message, choose Start from scratch or use a template
Create an engaging message (you can add videos, images, etc.)
Go to Rules
Use Chat messages when you want to start a Messenger conversation. Use Banner messages when you want to show a persistent notice on the page.
Set up triggers & audience rules
Use Rules to decide who can receive the message and what must happen on the page before it appears.
Add trigger conditions
Trigger conditions decide where and when the message can appear during a website visit:
Current page URL - target a specific page or group of pages
Time on page (seconds) - wait until the visitor has stayed on the page for a set number of seconds
CSS selector - show the message when a matching page element exists
If you leave trigger conditions empty, the message can run on every visit, subject to its audience and scheduling settings.
Choose who can receive the message
In Audience settings, choose:
Visitors & Leads when the message is meant for anonymous website visitors or new leads
Everyone only when both logged-in users and visitors should be eligible.
For example, you might know that visitors who arrive on your pricing page after clicking a link from a Google Ad are more likely to convert to customers. To specifically message these folks, your filters would look like the screenshot above.
For example, you can target people by user and company attributes, such as plan, company size, lifecycle stage, or any custom attribute you send to Featurebase.
Keep audience rules focused. Use trigger conditions for page behavior, and use audience rules for profile or company data.
Tips:
Combine 'and' with 'or' filters for more powerful audience targeting.
You can also choose to send your message after a person has spent a certain amount of time on the page, like 15 seconds in this example.
Send the message when your team is available
Use Frequency and scheduling to control when the message can send or show.
For visitor Chat messages that allow replies, choose During office hours or Custom times when your team should be available to respond. Use Any time for Banners or one-way Chat messages that do not need an immediate teammate response.
Outbound schedules use your workspace timezone. Office hours are configured from Settings → Support → Office hours.