# Invite visitors with campaigns

Show a proactive message or a lead form next to the chat button when a website visitor matches the page, time, scroll or source you choose.

A campaign is a small message that appears next to the chat button on your website when a visitor matches the conditions you set: twenty seconds on the price page, scrolling halfway down a product, about to leave, or arriving from a Facebook ad. It can invite them to chat with buttons, or collect their name and phone number with a short form. Campaigns work in the website widget only.

## Create a campaign

1. Go to **Customer Support → Automation** and click **Campaigns**, then **New campaign**.
2. Enter a **Name** and choose the **Site**.
3. Choose the **Type**:
   - **Message with buttons**: a message with up to 3 buttons. Clicking a button sends its text as the visitor's first message. Without buttons, a "Reply" button is shown.
   - **Lead form**: a message with name, phone and email fields (tick the ones you want).
4. Choose how often to **Show** it: **Once per visitor**, **Once per visit** or **Every page**.
5. Set the **Trigger** (see below).
6. Write the **Content** in Vietnamese and English. Visitors see the language of their widget.
7. For a form, also write the **Thank-you text** and the **Submit button text**.
8. Tick **Enabled** and click **Create campaign**.

![A lead form campaign shown after 20 seconds on the Tết gift page](https://hatang.dev/help/img/en/automation/campaign-editor.webp)

## When it shows

| Setting | Effect |
|---|---|
| **After seconds on page** | Shows after the visitor has spent that many seconds on the page |
| **Or when scrolled (%)** | Shows when the visitor scrolls past that share of the page |
| **Or on exit intent (desktop)** | Shows when the mouse heads out of the window, on computers only |
| **URL contains** / **URL excludes** | Only on pages whose address contains, or does not contain, this text |
| **Referrer contains** | Only for visitors coming from a site containing this text, such as `facebook.com` |
| **UTM source** | Only for visitors whose link carries this `utm_source` |
| **Visitor** | **Anyone**, **First visit only** or **Returning only** |
| **Device** | Any, **Mobile** or **Desktop** |
| **Only visitors without an open conversation** | On by default, so you do not interrupt someone already chatting |
| **Only when the team is online** | Off by default. Turn it on for invitations that promise an immediate answer |

Without any of the first three, the campaign shows shortly after the page loads. The widget shows at most one campaign per page: the first in the list whose conditions are met.

## What happens when a visitor responds

- **A button**: a conversation opens with your message and the button text as the visitor's first message. Flows, the AI and your team take it from there.
- **A form**: Ha Tang saves the details on the visitor and customer profile, opens a conversation with your thank-you text, routes it with your [distribution rules](https://hatang.dev/help/automation/routing-rules), and starts any workflows on **A lead from a popup**. If conversion tracking is on for the website, a lead conversion is sent too.

## Measure

The campaign list and each campaign's page show how many times it was **Shown**, **Clicked** and how many **Leads** it brought. A campaign shown often but rarely clicked needs a better message or a better moment; one that is never shown has conditions that are too narrow.

> [!TIP]
> Pair a lead form with the **Khách để lại thông tin từ popup** workflow template: it tags the lead, sends the conversion and assigns it to someone straight away.