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Marketing with AI

Your site's Marketing page has its own AI doors. Each one sits beside the thing it works on, and each one stops short of anything a visitor or a recipient would see: an overlay it creates is switched off, a campaign it drafts is aimed at nobody, and copy it writes waits in the editor until you save it.

Write overlay copy​

Open an announcement bar or a popup from Marketing → Overlays and the editor carries a Write with AI box among its fields.

  1. Say what the overlay is for — the offer, the news, who it is for. When the overlay already has copy, that copy is sent too, so it can be improved rather than replaced; you can leave the box empty to ask for exactly that.
  2. Write with AI. It writes a bar's one line, or a popup's headline, body and button label, inside the lengths the editor allows.
  3. For a popup it also suggests when it opens — after a delay, on scroll or on exit intent, the triggers the editor itself offers, with a value inside that trigger's range — or leaves the trigger as it is.
  4. Put in the fields fills the editor's own fields. Nothing is saved until you press Save; Cancel leaves the overlay as it was.

It never writes the button's link, the pages the overlay shows on, its schedule, or whether it is switched on. Those are yours, in the same editor.

Create an overlay​

Beside New bar and New popup, and on the list while it is empty, Create with AI turns a brief into a new overlay.

  1. Choose Popup or Announcement bar, and say what it is for.
  2. Create the overlay. The copy is written as above, and the overlay is saved switched off and opened in the editor.
  3. Add its link, its pages and its schedule, then turn it on from the list when you are ready. Until then no visitor sees it.

A fact the brief did not give — a discount, a date, a price — arrives in square brackets for you to fill rather than invented.

Create a campaign​

On Marketing → Campaigns, beside Create campaign and on the list while it is empty, Create with AI turns a brief into a campaign.

  1. On your organization's Marketing page, pick the site the campaign is placed on and sent as. On a site's own page it is that site.
  2. Give it a name if you like, and say what the campaign is for.
  3. Write the campaign. The job writes an email design — with three subject lines and three preheaders — and a draft campaign holding that email. Follow it in the dialog or in AI jobs, then open the draft campaign.
  4. Pick who receives it, check the email and schedule it. Until you do, nothing is sent, scheduled or queued, and the campaign is aimed at nobody.

When your brief names one of your lists, the campaign's note says which one, and when that list's past campaigns were opened most — see who receives it.

A plan that sends no campaign email gets Write a campaign email with AI instead: the same dialog writes the email design on its own, which you can use once your plan sends campaigns. Upgrading is done in Billing.

Ask about these numbers​

The Conversions section and each campaign's report carry Ask AI about these numbers in their header. It opens Insights on the site the figures are — on your organization's Conversions section, the site you picked; on a campaign's report, the site the email was sent as — with a question about what the page shows already in the box. Change it if you like, pick a window, and ask.

The answer reads your site's figures, the same ones these pages show:

  • Campaign conversions — form submissions, leads, contacts and bookings credited to a campaign in the window, one row each, by the touch that earned the credit: a campaign email, a page filed under a campaign, a labeled link or a sequence email. The rows are never added together, because one visit can make a submission, a lead and a contact. A conversion credited to nothing has no record and is not counted.
  • Campaign revenue — for each campaign email sent in the window, the orders credited to it and the gross, refunded and net amounts, one row per currency; different currencies are never added together.
  • Beside those, your campaign emails' delivery and engagement, your A/B tests, your forms, your traffic and your store's sales, where your plan includes them.

Every insight cites the rows its numbers come from. Nothing is changed or sent. The same question can be asked from the Assist panel anywhere on a site's Marketing page.

What is sent​

For overlay copy: your brief, whether it is a bar or a popup, the triggers the editor offers, and the overlay's current copy when there is some. Nothing about your visitors, your figures or your other overlays is sent.

For a campaign: your brief, the name you gave it and what your site already has — the same as generating an email. Your lists, contacts and past send figures are read on the server and are not sent.

For a question about your numbers: the question, the window and the tables of totals the answer reads — never a visitor, contact, order or submission. See Insights → Privacy.

Who can use it​

The doors appear for a member who may generate with AI, on a workspace whose plan includes AI generation and on a site with AI switched on. The overlay doors also need marketing overlays in the plan. A campaign also needs the Email plugin on for the site. Each request is metered in AI credits like any other — see credits and caps.

  • Marketing overlays — the bars and popups themselves.
  • Aglyn AI — every AI door, and the rule that it only ever writes drafts.