Would you like to greet each user with a personalized welcome message to WordPress? Greeting users with a welcome message can help boost engagement on your Website. It can also be used to generate leads and increase sales. In this tutorial, we will show you how to greet each user with a personalized welcome message in WordPress.
Why and when should you greet users with a welcome message in WordPress?
Not all websites need to greet users with a personalized welcome message. However, if you are running an online store, trying to generate leads, or build user engagement, a personalized welcome message can be very helpful.
There are different types of welcome messages that you can use. The goal here is to provide users with a lot of value with every post. For example, you can offer them discounts, live help, encourage them to ask questions, and more.
You can use integrations to connect welcome messages with your email service provider, live chat service, or plugin Contact form.
That being said, let's see how to easily greet each user with a personalized welcome message in WordPress.
Method 1. Greet users with a personalized welcome message using OptinMonster
For this method, we will use OptinMonster. It is one of the most popular lead generation software, which helps you convert visiteurs of the site into subscribers and customers.
First of all, you need to create an account OptinMonster. It's a paid service, but they also offer a limited “free-forever” plan.
Once registered you will be redirected to your OptinMonster dashboard where you will need to click on the “Create Campaign” button.
Next, you need to choose a campaign type and template. OptinMonster comes with different types of campaigns, and you can use one to greet users with a welcome message in WordPress.
For the sake of this tutorial, we'll be using the slide campaign type with the Flatland template.
Next, you will be prompted to give your campaign a name and select a Website on which you want to run this campaign. Click the Select one field Website, then click “Add Website” to add a new website.
After that, click on the "Start building" button to continue.
OptinMonster will now launch the drag and drop editor where you can just point and click on any item to edit it. You can add blocks, columns and elements with text, video, buttons, registration fields, etc.
Just click on the text fields to add your own welcome message to greet new users. You can also integrate it with your email service provider by clicking on the "Integrations" tab at the top.
Then you have to switch to the 'Display Rules' tab to select when you want to display the greeting. OptinMonster comes with a bunch of options that you can use to create less intrusive and highly engaging posts.
Once you are done designing your personalized welcome message, click the Post button at the top and toggle the "Status" option to Live.
You are now ready to add this personalized welcome message campaign to your website.
Switch to your WordPress dashboard to install and activate the plugin OptinMonster. For more details, see our step-by-step guide to way to install a WordPress plugin.
After activation, the plugin will add a new menu item titled “OptinMonster” to your WordPress admin sidebar. Click on it to go to the plugin settings page.
You will be asked to enter your API key. You can find this information under your account on the OptinMonster website.
Remember to click on the save settings button after entering your API key.
Then you need to click on the “Campaigns” tab. If your campaign does not appear, click on the "Refresh campaigns" button.
After that, click on the “Go Live” link next to the campaign you just created.
You can now visit your website to see your personalized welcome message in action.
You can use OptinMonster to greet users with different welcome messages based on visits, time spent, login status, referral source, or page level targeting for your landing pages.
2 method. Greet users with a personalized welcome message using LiveChat
LiveChat Inc is a chat support tool for WordPress websites. It allows you to create beautifully designed, eye-catching live chat buttons, and live chat support on your WordPress site.
You can customize the greeting, display your own buttons, upload your logo, view agent profiles, and more.
LiveChat is a paid solution (starting at $ 16,99 per agent). They also offer a 30 day free trial allowing you to check out the features and see if it's a good deal for your business.
First of all, you need to visit the website LiveChat and create an account.
After creating your account, you will be taken to your LiveChat dashboard. Then you have to click on the Settings tab to customize the appearance of the LiveChat button.
From here you can choose the colors and the theme of the chat window. After that, click on the “Advanced Window Settings” link to upload your own logo and add your social media profiles.
Then you have to go to the section Commitment »Greetings. By default, LiveChat allows you to display a few greetings based on a few simple rules, such as time spent on the site, pages viewed, visitor feedback, etc.
You can click on these greetings to edit them and add your own personalized greeting. You can also delete them or click on the "Add new greeting" button to create a new personalized greeting.
You will be able to select when to display a greeting using display rules. You can also combine different rules to match and create highly dynamic personalized greetings.
Then you need to select an eye-catcher. These teasers are images that appear when the LiveChat window is minimized.
LiveChat comes with several ready-made eye-catchers that you can use. You can also upload your images to use as an eye-catcher.
Once you're happy with the design and look of your LiveChat window and custom greetings, you're ready to add them to your WordPress website.
Go back to your WordPress admin area to install and activate the plugin LiveChat. For more details, see our step-by-step guide to way to install a WordPress plugin.
After activating the plugin, it will add a new menu item titled LiveChat to your WordPress admin sidebar. Click on it to go to the plugin settings page.
Go ahead and click on the 'Login with LiveChat' button to connect your WordPress site to your LiveChat account.
Once logged in, you will see very basic display settings. You can turn off LiveChat on mobile, turn off sounds, or hide it for users who are not logged in. If you are unsure, we recommend that you leave these options as they are.
You can now visit your website in a new browser tab to see the LiveChat button in action. It will greet the users with the eye-catcher you have selected and display a personalized welcome message according to the rules you have chosen in the settings.
We hope this article has helped you learn to greet each user with a personalized welcome message in WordPress.
