Opening Messages

Overview

Opening Messages allow you to create and display a personalized welcome message to website visitors.

These messages help you:

  • Greet visitors proactively

  • Guide them to relevant actions

  • Increase engagement and conversions

This feature enables targeted and customizable visitor interactions.


What You Can Do with Opening Messages

With Opening Messages, you can:

  • Create a personalized welcome message

  • Target specific visitor segments

  • Customize the design and content

  • Add actionable response options

  • Control when and where the message appears


How to Access Opening Messages

  1. Log in to SalesMonk.

  2. Navigate to Inbound in the left sidebar.

  3. Click on Opening Messages.

  4. Click New Opening Message to begin setup.


Setting Up an Opening Message

Step 1: Add Basic Info

Add a name and description for your Opening Message.


Step 2: Configure Targeting Rules

You can control who sees the message based on:

  • Visitor segment

  • Page URL

  • Company attributes

  • Behavior or engagement rules

This ensures the message is relevant and contextual.


Step 3: Define the Message Content

You can:

  • Add a welcome headline

  • Write a short description

  • Include actionable buttons or quick replies

Example

Hi there πŸ‘‹ How can we help you today?


Step 4: Publish the Message

Once the Opening Message is saved:

  1. Click on Settings.

  2. Select Widget Designer from the side navigation bar.

  3. Enable Opening Messages.

  4. Click Publish.

The message will now be displayed to eligible visitors.


Preview

Opening Messages Preview

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