Campaigns
Upsurge campaigns turn storefront context into customer-facing experiences. All campaign types are site-scoped and share a draft-to-active lifecycle, but they render and measure different outcomes.
Choose a campaign
| Product | Best for | Primary measurement |
|---|---|---|
| Recommendations | Product discovery, cross-sell, upsell, and personalized ranking | Impressions, clicks, attributed conversions, revenue |
| Overlays | Offers, capture forms, announcements, quizzes, cart recovery, and embedded recommendations | Views, clicks, dismissals, submissions, attributed conversions |
| Chatbots | Guided discovery, product questions, discounts, and qualified handoff | Opens, messages, tool outcomes, goals, handoffs, conversions |
Shared lifecycle
- Draft — editable but not eligible for public configuration.
- Active — eligible when the site, target, trigger, and runtime conditions match.
- Paused — retained but not served.
- Archived — removed from ordinary active work; duplication creates a new draft.
Publishing a campaign does not bypass runtime targeting. Always test on the exact site, URL, and device conditions that the active campaign expects.
Launch standard
- Confirm the site SDK and baseline events.
- Create from a template or blank configuration.
- Define content, runtime behavior, and a single primary goal.
- Narrow targeting intentionally; estimate reach when intent activation is used.
- Preview desktop and mobile behavior.
- Activate the campaign.
- Verify the public config request and first lifecycle event.
- Measure with a visible attribution scope in Analytics.
Start narrow
Launch to one site and a small, explainable audience before layering page, device, location, intent, profile, and trigger conditions together.