On Exit-Intent: Configuring an Experience for User Exiting the Webpage

Modified on Mon, 27 Nov 2023 at 04:32 AM

Use the On Exit-Intent Experience to capture the lead information when users are walking away from lead-nurturing web pages with forms. This Experience is usually set up on the bottom of the funnel pages such as demo requests, contact us pages, sales, and free-trial pages. Also, you can create the On Exit-Intent Experience on web pages that do not have forms, such as campaign and vertical industry pages.

The On Exit-Intent Experience is triggered when the mouse is three inches away from the top of the page.

As a best practice, you may want to deploy the On Exit-Intent Experience for users visiting your web pages using personal computers or MacBooks.

To create an On Exit-Intent Experience:

From the Left Nav Menu, click Experiences.
On the Experiences page, click Create an Experience.
In the New Experience pop-up window, enter the Name and Description (optional).
Under the Folder field, click on Choose to select a folder.
Click Save. You are redirected to the Settings tab.
On the Settings tab, fill in the various parameters of the Experience.
The Name & Description section opens with the Experience name and description filled with the details you entered earlier. You can edit the name and description.
To configure the appearance of an Experience, refer to Branding for an Experience. Also, to configure the localization of the opt-in form elements, refer to Adding Localization and Event Handlers.

Who: Defining the Target Audience

You can use the Who tab to define the target audience for the Experience. When the target audience matches, the Experience is shown to the user.

To configure the target audience:

Click the Who tab.
Select the audience (using Page URL, Page URL Path, Traffic Source), location (using IP Address, Country), and device type. To know more about rules, refer to the topic, More About Rules.

Page URL: URL of the page where the Experience triggers.

Page URL Path: Part of the page URL.

Referrer URL: Reference URLs are the URLs that refer the user to the webpage.

IP Address: IP address of the device accessing the webpage.

Traffic Source: Search engine or website.

Last Exit-Intent Popup Time: After the exit-intent pop-up is shown once to the user:

To display the exit-intent pop-up again.
Alternatively, you can not show it for an interval configured using this option.

Country: The country of the user.

Important: If Data Providers such as Bombora, and 6sense, are configured for your firm, you can create rules based on data as well.

Use the following comparison criteria to define a rule.
Enter the value for the rule in the text box.
To add another rule, click Add Rule and repeat steps 1 to 4.
Click Match ANY Rule to configure what rules should be matched.

Match Any: The Experience is launched when at least one rule matches the user’s state.

Match All: The Experience is launched when all rules match the user’s state.

Match Advanced: The Experience is launched when the combination of rules matches the user’s state.Note: To know more about rules how to define rules, and match the rules, refer to the topic, More About Rules.

To sort the order of the defined rules, Click on the icon to drag and drop the rule in the position required.
Click Save Changes to save the configuration.
Click Next to save the configuration and go to the What tab.

What: Choosing the Assets to Showcase when the Experience Opens

You can use the What tab to add Assets to an Experience. The user is shown these Assets when the Experience is launched.

The first Asset shown to the user is known as the Primary Asset. The remaining Assets of the Experience are displayed in the Recommended section of the Experience.

Click the What tab.
Click Add Assets or the Click here link.
From Add Assets to Experience pop-up window, select the Assets you want to include. You can also search for the Assets using the Search and Advanced Search options.
Select the Assets.
Click Add Assets to add the selected Assets to the Experience.
Click Next to go to the When tab.
Note: You can also define and add Assets to the Segment refer to Associating a Segment and Adding Assets to it.

When: Triggering the Experience on Exit Intent

On Exit-Intent detects the user’s attempt to leave the page and launches the Experience in a pop-up window.

Click the When tab.
Click On Exit Intent. The On Exit-Intent section opens.
Select the status as Active to activate the exit intent rule. To deactivate the rule, select Inactive.
Select the device type. The Experience is launched only for the selected device type. To trigger the Experience on all device types, select All.
Enter the Delay Time in seconds. The Delay Time is the maximum time that the user spends on the webpage. However, once the user spends more than the configured delay time on the webpage and then attempts to exit the Experience triggers.
To optimize lead capturing, you may want to specify a delay time of 4 seconds or less.
Click Save Changes to save the configuration.

Important: To preview and test the Experience, refer to Previewing the Experience and Testing the Experience respectively. You can preview or test the Experience before or after publishing the Experience.

Publishing an Experience

Click Publish.
A confirmation alert appears. Click OK. The Experience is published.