With the Messages product, it’s easy to reach out to high quality prospects, at the right time, in the right place. Here’s our tips for creating engaging and relevant visitor auto messages that motivate and compel your visitors to ask questions, and leave their email addresses. 

Note: You’ll need our Messages product to send visitor auto messages. 

First, define the purpose of your message 

Before you start writing your message, get clear on why you’re sending it. We recommend setting a goal in Intercom to track the action you want your visitors to take after reading your message. 

Once you’re clear on the purpose of your message, the tone and content will come easier. For example: 

  • If you’d like to start a conversation with visitors, ask an engaging question. 
  • If you want to capture your visitors’ email addresses, share a piece of valuable content in return. 

What to send 

It’s easy to target your messages based on who your visitors are, and what they do on your site. Here are some powerful messages to send:

Reach out to visitors who look like they’re about to buy 

Visitors who check out your pricing page numerous times, could be considering making a purchase. Send them a message while they’re on your pricing page, offering to help answer their questions. Just add a rule like this:

You can combine as many rules as you like to send targeted messages, triggered by time or behavior. 

For example, you can give these visitors time to browse your pricing page before reaching out, but also make sure the message sends well in advance of them leaving. If you know the average visitor bounces after 2 minutes, for example, trigger your message to send after 1 minute. 

Pro tip: Find your visitor bounce rate in Google Analytics to see your visitors’ average drop off rate. 

Your rules in this example would look something like this: 

This is the perfect time to offer to answer your visitors’ pricing questions. 

Target prospects who show interest in a product 

If a visitor returns to the same product page a number of times, they’re showing interest and signs of making a purchase.

Set up a message that sends when someone visits that page, say for the third time, who has stayed on the page for more than 10 seconds. Your rules would look something like this: 

This is the right time to tell these visitors more about that particular product, offer a discount, or simply offer to answer their questions. 

Target visitors who take advantage of a promotional offer  

Visitors who take advantage of a promotional offer to trial your product, may be interested in becoming a long-term customer. If you’re offering people a discount on a specific site (like ProductHunt) to trial a new feature, you should send a message to anyone who arrives on your site from that link. 

Here, your rule would look something like this:

Make sure to set your visitors up for success right away, by offering them a chance to watch a demo or sign up for a webinar. 

Note: To capture your visitors’ email addresses, you’ll need to send your message as a ‘chat’, and deliver it in ‘full.’ Then, select ‘email collector’ as your response type. 

Reach out to high value prospects 

If you connect your Clearbit Reveal account to Intercom, you’ll get a bunch of additional, powerful company data you can use to send highly-targeted messages to visitors. 

For example, you can target your message to visitors who work in companies with over 100 employees, who raised over $1,000,000 and were founded recently. Your rules here would look something like this:

If someone’s a high value prospect you’d love to have on board, you should offer them a VIP service, like a one-to-one Google Meet. 

What to say

Here’s some powerful tips for inspiring your visitors to feel excited and motivated to take action: 

Ask a leading question right away 

Messages like: 'Hey. Happy to help’ add little value. Instead, ask a specific question like ‘Do you need help with our pricing plan?’ or ‘What’s your business hoping to achieve? I’m happy to offer advice 😄’ Always prompt people to start a conversation with you.

Keep your message relevant 

Keep your content relevant to the page your visitors are on. For example, if you’re targeting a message to visitors on your photo editing product page, you could ask if they’re interested in impressing their friends with polished pictures. 

Anticipate and address pain points 

Offer to help alleviate your visitors’ pain points too. For example, if you’re inviting them to a webinar, you can say, ‘I know it’s tricky to measure your project’s progress. Let us help.’ 

Provide value 

Before you ask for your lead’s email or time, you’ll need to offer them something valuable in return - like an ebook, a webinar or simply an offer to help. Whatever you choose to offer should help solve a problem they’ll likely have. 

Be friendly and human

Be friendly and conversational. And don’t be afraid to have fun. For example, if you’ve set up a message to sent to visitors the first time they visit your site, you can add a GIF of one of your teammates waving, inviting people to ask questions 😄 

A/B test and optimize your messages 

We strongly recommend keeping a close eye on how your messages are doing and iterating based on the results. Messages that receive poor engagement should be altered or paused entirely. We put together this guide on how to measure the effectiveness of your messages.

What’s next? 

There’s lots more you can do with your visitor auto messages, like qualifying your leads with our automated bot, Operator.

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