Using RightBar without integrating an ESP/CRM

While RightBar has been designed to work alongside your ESP or CRM to intelligently communicate the most relevant calls-to-action based on where someone is in your customer lifecycle, the bar can also be used without any connection to outside tools. Or, used in conjunction with tools we don't currently support. 

Below you will find 4 ways you can start using RightBar today without integrating it with any outside tools — and how to set each of them up. 

  1. Referral sources - personalize your bar based on what site or specific URL someone came from.
  2. Landing pages - target specific visitors that came to your site through a specific page or path. 
  3. UTM parameters - show a different message based on which ad someone clicked on.
  4. Query parameters - add a simple identifier in your outbound links to trigger personalizations. 

Bypassing the integration screen

Log into your RightBar account. When you're asked to connect your ESP/CRM, click on the link ' Maybe later' to the right of the button. 

After clicking this link, a set up 'wizard' will now display in the dashboard area to direct you though the next steps of the set up process.

Once you choose your Business Type and hit 'save & continue', you'll be asked to begin customizing your RightBar. Before proceeding, you'll want to navigate to the 'Segments' tab in the top menu bar. 

From here we'll begin to set up our new segments by clicking the 'create a new segment group' button as shown in the image below. 

 The type of segment group you choose will be based on which of the following 4 segmenting approaches you're looking to do. 

Personalizing RightBar based on referral sources

If a visitor to your website is not yet a subscriber or a customer (or we don't yet support the ESP or CRM you're using), RightBar can be set up to display a personalized message and call-to-action delivered only to visitors that came from a specific website or URL.  

For example, you can personalize based on:

  1. Any visitor that came to your website from a website that is linking to you - i.e. websitedomainname.com

  2. A visitor to your website who was sent from a specific forum thread, article or external landing page - i.e. quora.com/what-should-i-do-when/

Creating a referral segment

From the dropdown list of segment groups, you'll choose the 'Referrers/Traffic Sources', fill in the required fields and click 'create new segment'. 

Once your new group is created, you'll see it appear on the left-hand menu bar, allowing you to navigate between your segment groups. 

Within your segment group, you can continue to build a list of referral sources by simply 'adding a new segment. 

For help with determining which conditions to use for each referral source, you can  follow this guide

Once your done, you'll need to click 'Publish' to activate your changes. 

Adding referral sources to RightBar

Next you'll navigate to your 'Lifecycle Funnel' segment group, to add your referral sources. 

Each referral source you created can now be used as a unique segment. Click 'Add a new segment' and choose 'Referral Sources' from the conditions dropdown. The sources you created will appear here as a list for you to choose from. 

Once all of your segments are created, hit 'Publish'. 

Going back to you RightBar editor, you'll see that your new referral segments are now available as stand-alone bars. 

Personalizing RightBar based on which landing page a visitor arrived on

If a visitor to your website arrives at a specific page URL or path, RightBar can use that as a condition in your segment for personalizations.

You can also select the number of times the content must be visited before the condition is met.

For example, you can personalize your bar based on:

  1. When a person arrives on your site through a blog post, you can use RightBar to promote a content upgrade that's relevant to the article.

  2. If a person visits a product or pricing page, you can use RightBar to display an introductory offer or discount to tempt them to become a subscriber/customer.

Creating a landing page segment

You'll want to start by creating a new segment group, and choosing 'Other' from the dropdown menu. Proceed by clicking 'Continue Segment Group'. 

You can now rename your group and each individual landing page segment to help you keep things organized. 

For each segment you add, you choose your preferred condition from the dropdown. 

To better understand how to decide which condition to use, you can  follow this guide.

Once your segments are complete, hit 'Publish'. 

Adding landing page segments to RightBar

You'll navigate to your 'Lifecycle Funnel' segment group to add your new segments.

You can rename your segment at this stage. From the conditions menu, you'll choose 'Segments: Landing Page' and pick from the segments you've created. 

Publish your changes when you're complete. 

Once you go back to your RightBar editor, your new landing page segment will be available to edit and publish. 

Using UTM parameters to display different messages in RightBar

If you are running paid marketing campaigns where your traffic comes in from a unique ads, you can add ‘UTM’ parameters to the URL to help identify your visitors.

With RightBar, you can use those same UTM parameters for your personalization campaigns. For example, you may want to show a different message if a visitor came to your site via a link in a Facebook Ad campaign versus an Adwords campaign.

Creating UTM segments

You'll start by creating a new segment group, and choosing 'Other' from the dropdown menu. Proceed by clicking 'Continue Segment Group'.

Similar to when creating any segment, you'll want to rename your group and individual segments to help you easily identify them. 

Using the conditions dropdown, you'll see a list of available UTM parameters to choose from. You can pick which makes the most sense for your particular use case. 

For additional assistance on UTM segmentation and what defines each parameter,  visit our learning center doc.

Publish the changes once you're complete. 

Adding UTM segments to RightBar

You'll navigate to your 'Lifecycle Funnel' segment group to add your new segments.

You can rename your segment at this stage. From the conditions menu, you'll choose 'Segment: Paid Traffic' and pick from the segments you've created. 

Publish your changes when you're complete. 

Once you go back to your RightBar editor, your new UTM segment will be available to edit and publish. 

Using Query parameters in outbound links to trigger personalizations

If you have URL’s where custom parameters are being added to the end of the URL, you can use the custom parameters personalize your RightBar content and calls-to-action. 

If you're using an ESP which we currently don't support, such as MailChimp, attaching a query parameter to the links in your customer emails can trigger a personalizations without an integration.  

For example, you may want to offer an upsell or upgrade message on the checkout page for a specific product id, or a show a custom thank you message after the checkout process is successful.

This is all possible by creating query parameter segments. 

Creating query parameter segments

You'll start by creating a new segment group, and choosing 'Other' from the dropdown menu. Proceed by clicking 'Continue Segment Group'.

Similar to all of the other approaches, you'll want to rename your group and individual segments to help you easily identify them. 

Using the conditions dropdown, you'll pick 'custom query parameter', which you can find as the last option on the list. You can define these parameters however you'd like, as long as they match the one added to the clicked URL. 

Based on the parameters shown in the image above, the URL with parameters include would look something like: mysite.com/?product=x

For additional assistance on using query parameters,  visit our learning center doc.

Publish the changes once you're complete. 

Adding query parameter segments to RightBar

You'll navigate to your 'Lifecycle Funnel' segment group to add your new segments.

You can rename your segment at this stage. From the conditions menu, you'll choose 'Segments: Product Interest' (or whatever you named your group) and pick from the segments you've created. 

Publish your changes when you're complete. 

Once you go back to your RightBar editor, your new query parameter segments will be available to edit and publish.