> ## Documentation Index
> Fetch the complete documentation index at: https://help.clientx.in/llms.txt
> Use this file to discover all available pages before exploring further.
# Run Targeted Campaigns with the ClientX Widget
> Create ClientX campaigns to auto-open targeted conversation flows on specific pages — capture leads, qualify prospects, or book demos automatically.
Campaigns are targeted conversational flows that automatically open the widget on specific pages after a configured trigger — a delay, scroll depth, or exit intent. When a campaign fires, the widget opens to full height and starts a guided sequence of questions, routing answers back to ClientX for lead capture, qualification scoring, or demo booking. Everything happens inside the same widget your visitors already see — no popups, no redirects.
## Campaign goals
Collects the visitor's name, email, and phone number. Use on high-traffic landing pages or blog posts where visitors aren't ready to book but are worth following up with.
Guides the visitor through a short qualification check, then triggers the booking flow to schedule a call directly in the chat. Best placed on pricing and feature pages.
Runs a discovery sequence (company size, use case, timeline) to score each lead before it hits your CRM. Route high-fit leads to sales and low-fit leads to self-serve resources.
Build any guided conversation — product tours, NPS surveys, event registrations, or onboarding checklists. You write the questions; ClientX handles the delivery.
## Create a campaign
In your dashboard, navigate to **Campaigns** and click **New Campaign**. Give your campaign a descriptive name (e.g. `"Pricing page — book demo"`) so you can identify it in reporting later.
Select one of the four goals: **Capture Lead**, **Book Demo**, **Qualify Fit**, or **Custom Flow**. The goal determines the default question types suggested and the completion action options available.
Choose which pages the campaign runs on:
| Mode | Behavior |
| ------------------------- | -------------------------------------------------------------------------------- |
| **All pages** | Campaign fires on every page of your site |
| **Include specific URLs** | Campaign only fires on the listed paths (supports `*` wildcards, e.g. `/blog/*`) |
| **Exclude URLs** | Campaign fires everywhere *except* the listed paths |
You can pick from pages ClientX has already tracked or type any path manually.
Choose when the widget opens:
| Trigger | Description |
| ---------------- | ---------------------------------------------------------------------------------------- |
| **Time delay** | Opens the widget a set number of seconds after the page loads. The default is 5 seconds. |
| **Scroll depth** | Opens the widget when the visitor has scrolled past a percentage of the page (e.g. 50%). |
| **Exit intent** | Opens the widget when the cursor moves toward the browser's top edge (desktop only). |
You can combine triggers — the campaign fires on whichever condition is met first.
Build your question sequence. Supported question types:
| Type | Use for |
| ------------------- | ----------------------------------------------------------- |
| **Short answer** | Free-form text — company name, job title, notes |
| **Email** | Email address — validated before saving |
| **Phone** | Phone number — validated for format and minimum digit count |
| **Multiple choice** | Provide 2–6 options; visitor picks one |
| **Yes / No** | Binary choice — rendered as two large buttons |
Mark questions as **required** to prevent the visitor from skipping them.
Choose what happens after the visitor completes all questions:
| Action | Behavior |
| ------------- | --------------------------------------------------------------------------------- |
| **Thank you** | The AI sends a friendly thank-you message as its final reply. No redirect. |
| **Redirect** | After 1.5 seconds the visitor is redirected to a URL you specify. |
| **Book demo** | Automatically triggers the booking flow — the AI offers available calendar slots. |
Set the campaign status to **Active**. It begins firing immediately for new visitors on matching pages. You can **Pause** a campaign at any time without losing its leads or settings.
## Trigger options
Opens the widget a fixed number of seconds after the page finishes loading. The minimum enforced by the widget is 800 ms regardless of what you configure, to avoid jarring visitors who just landed.
Recommended values by page type:
* Homepage / landing page: **5–8 seconds**
* Pricing page: **3–5 seconds**
* Blog post (intent to engage): **15–20 seconds**
Opens the widget when the visitor has scrolled past a threshold of the total page height (e.g. 50% = halfway down the page). Useful for long-form content pages where a scrolling visitor signals genuine interest.
Scroll triggering is disabled by default for campaigns that use time delay only — enable it by setting a scroll percentage in the campaign editor.
Fires when the visitor's cursor moves to the very top of the viewport (toward the browser's address bar or tab bar) — a reliable signal on desktop that they're about to navigate away.
Exit intent does not fire on mobile (touch devices have no cursor position to track).
## Completion actions
The AI delivers your campaign's final conversational message (or a default "Thanks — we'll be in touch shortly" if none is configured) and the conversation returns to normal chat mode. The lead is saved and appears in **Leads** and the campaign's **Leads Captured** count.
After a short delay (1.5 seconds to allow the visitor to see the thank-you message), the browser navigates to the redirect URL you specify. Use this to send high-fit leads to a dedicated confirmation page or to trigger a third-party conversion event.
The AI sends a booking initiation message on the visitor's behalf, triggering the full calendar booking flow inside the widget. The visitor never needs to type anything — they go straight from answering qualification questions to choosing a meeting slot.
Campaigns are only shown to visitors who have **not** already started a conversation on that page in the current session. If the visitor has exchanged any messages with the widget before the campaign trigger fires, it is silently skipped — you won't interrupt an ongoing conversation.
Place **Book Demo** and **Qualify Fit** campaigns on your highest-intent pages — pricing, case studies, and comparison pages. Visitors there are actively evaluating; a well-timed question sequence converts significantly better than a passive chat widget waiting to be clicked.