Build Multi-Step Customer Journeys
Not every visitor converts after a single interaction. With Tango.ad, you can create multi-step customer journeys that guide visitors through a series of personalized interactions based on their behavior. Using Workflows, you can display different popups, stickers, or messages depending on how visitors engage with your campaigns, helping you deliver the right message at the right time.
This guide explains how to build a multi-step customer journey using Tango.ad.
Why Build Multi-Step Customer Journeys?
Multi-step campaigns help you:
- Guide visitors through the buying process.
- Deliver personalized experiences based on visitor actions.
- Increase engagement across multiple interactions.
- Improve conversion rates with timely messaging.
- Promote relevant content or offers throughout the customer journey.
Instead of relying on a single popup, you can create connected experiences that respond to visitor behavior.
Before You Begin
Make sure you have:
- Tango.ad installed on your website.
- At least one published campaign.
- A clear customer journey or conversion goal.
- An understanding of the visitor actions that should trigger the next step.
Step 1: Plan Your Customer Journey
Before creating your workflow, define the sequence of interactions.
For example:
- Display a welcome popup.
- If the visitor closes the popup, display a sticker after a few seconds.
- If the visitor clicks the sticker, display a discount popup.
- If the visitor submits their email, end the journey.
- If the visitor ignores the popup, display a reminder later.
Planning the journey first helps create a more cohesive experience.
📷 diagram illustrating a simple multi-step customer journey.
Step 2: Create Your Campaigns
Create the campaigns that will be used throughout the journey.
These may include:
- Welcome popup
- Newsletter signup popup
- Promotional popup
- Discount popup
- Reminder popup
- Floating sticker
Each campaign represents a different step in the customer journey.
📷 Campaigns Dashboard showing multiple campaigns.
Step 3: Open the Workflow Editor
- Open the campaign you want to use as the starting point.
- Navigate to the Workflow tab.
- Begin configuring the visitor journey.
The Workflow Editor allows you to define what happens after specific visitor interactions.
📷 Workflow Editor.
Step 4: Add Conditions
Conditions determine when visitors move to the next step.
Common conditions include:
- Campaign viewed
- Popup closed
- Button clicked
- Email submitted
- Product viewed
- Specific page visited
- Returning visitor
- Time or date conditions
Conditions allow your workflow to adapt based on visitor behavior.
📷 Conditions section in the Workflow Editor.
Step 5: Add Actions
After a condition is met, define what should happen next.
Common workflow actions include:
- Display another popup
- Show a sticker
- Finish the campaign
- Log an event
- Call a custom script
- Wait before showing the next campaign
By combining actions with conditions, you can create personalized visitor experiences.
📷 Image highlighting the Actions section in the Workflow Editor.
Step 6: Connect the Journey
Continue linking conditions and actions until your customer journey is complete.
For example:
- Visitor views welcome popup → Display product recommendation.
- Visitor closes recommendation → Show reminder sticker.
- Visitor clicks reminder → Display discount popup.
- Visitor completes purchase → End workflow.
Keep your workflow logical and avoid unnecessary complexity.
📷 Image showing a completed workflow with connected stages.
Step 7: Preview and Publish
Before publishing:
- Review each workflow step.
- Verify that every condition and action is correctly configured.
- Test the complete customer journey.
- Check responsiveness on desktop, tablet, and mobile devices.
- Click Publish.
- Activate the campaign.
📷 Preview screen and Publish button.
Best Practices
For effective customer journeys:
- Start with a simple workflow before adding more complexity.
- Focus each campaign on a single objective.
- Personalize campaigns based on visitor behavior.
- Avoid showing too many popups in a short period.
- Test the entire journey from beginning to end.
- Regularly update campaigns based on analytics.
Monitor Performance
Use the Tango.ad analytics dashboard to evaluate your customer journey.
Key metrics include:
| Metric | Description |
|---|---|
| Reach | Number of visitors entering the workflow. |
| Engagement | Number of visitors interacting with each campaign. |
| Conversions | Number of visitors completing the desired goal. |
| Conversion Rate | Percentage of visitors who completed the journey. |
| Drop-off Rate | Number of visitors leaving before completing the workflow. |
Review these metrics regularly to identify opportunities for optimization.
📷 Analytics Dashboard showing workflow or campaign performance.
Optimization Tips
Improve your customer journeys by:
- Testing different workflow paths.
- Adjusting display timing between steps.
- Personalizing offers based on visitor behavior.
- Simplifying workflows when drop-off rates are high.
- Monitoring analytics to identify bottlenecks.
- Continuously refining conditions and actions to improve conversions.
Related Articles
- Workflow Overview
- Campaign Editor Overview
- AI Visitor Targeting
- Recommend Products with AI
- Increase Conversion Rates
- Grow Your Email List
- Analytics Dashboard Overview