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ResultsAiX Engage Documentation

29 guides covering everything from first setup to advanced configuration.

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πŸ“£ What ResultsAiX Engage Does

ResultsAiX Engage is a WordPress plugin for sticky bars, popups, chat callouts and in-content boxes. It builds 21 campaign types, shows them on 9 triggers, saves every opt-in on y…

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πŸ”‘ Installation And Licence Activation

Upload the plugin, activate it, and paste the licence key from your purchase email. One key covers 3 sites, and every key unlocks every feature, the AI included.

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πŸš€ Quick Start: Your First Campaign

Build a working sticky bar in a few minutes: pick a template or a type, write the copy, choose a trigger and who sees it, then click Save & Publish.

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🎭 The Campaign Types

Engage builds 21 campaign types in five families: 8 bars and a side tab, 10 popups including Spin To Win, a chat callout and the In-Content Box. Pick by how much you want to inter…

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πŸ›  Inside The Campaign Builder

The builder is one screen with six tabs and a live preview drawn by the same code your visitors get, so what you see in wp-admin is what a visitor sees.

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⏱ Triggers: When A Campaign Appears

Nine triggers decide the moment a campaign shows: immediately, after a delay, at a scroll depth, on exit intent, on a click, after page views, on a repeat visit, after idle time, …

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🎯 Targeting: Who Sees A Campaign

Show a campaign everywhere or on chosen pages, to chosen devices, new or returning visitors, logged in or out, WordPress roles, ResultsAiX Membership levels, referrers, URL parame…

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πŸ” Display Rules: Frequency And Priority

The Display tab controls how often a visitor sees a campaign, what happens after they close it or opt in, and which campaign goes first when two are ready at once.

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🎨 Design, Colours And Mobile

Five colour presets, four colours you can set by hand, corner rounding, shadow, five entry animations, two typefaces, placement for each family, and mobile controls.

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⏳ Countdown Timers On Any Campaign

Add a live countdown to almost any campaign, or run the Countdown Bar. Count to a date and time in any timezone, to an evergreen deadline per visitor, or to the campaign's end dat…

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πŸ“§ Turning A Campaign Into An Opt-In

Any campaign type can collect email addresses. Switch it on in the Opt-in tab, choose your fields, write the success message, and pick where each lead goes.

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βœ… The Two Step Yes Or No Popup

Ask a yes or no question first and show the form only to people who click yes. A small yes makes the email feel like the natural next step.

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πŸ“° The In-Content Box

The In-Content Box sits inside your blog post after the paragraph you choose. It reads like part of the article, so it collects emails without a popup.

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πŸ”Œ Connecting An Autoresponder

Connect each service once on the Connections tab and it appears on every campaign. Every card has a Get your key link and a 60 second explainer, and Engage tests the key the momen…

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πŸ“‡ The Full Connector Roster

Engage has 39 autoresponder connections: 23 email marketing platforms, 9 ecommerce and CRM tools, 3 that run on your own site, 2 self hosted, 1 newsletter platform and 1 funnel pl…

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πŸͺ Webhooks And Raw Form Embeds

Not on the connector list? Every campaign can post each lead as JSON to any address, or show a form pasted straight from your provider. Between them, Engage works with anything.

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πŸ’Ύ Where Leads Are Stored And How To Export

Every opt-in is saved in your own WordPress database before Engage sends it anywhere, and the whole list exports as a CSV file in one click.

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πŸ“¦ Templates, Import And Export

22 starter templates in three groups get you past the blank page, any campaign exports as one JSON file that imports into another site as a draft, and Copy duplicates a campaign i…

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πŸ”— Embedding A Campaign On Any Page

Any published campaign can run on a page outside WordPress. Switch embedding on, copy the one line snippet, and paste it where the campaign should appear. Leads and clicks come ba…

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πŸ”„ Using Engage With WP Sync

With WP Sync installed and licensed, every Engage campaign is a source in WP Sync, so one opt-in can go on to a Google Sheet, a CRM, a webhook and your autoresponder at once.

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πŸ“Š Reading Your Numbers

Every campaign records its views, clicks, conversions and closes per day. The Dashboard shows the last 30 days across all campaigns, and the Campaigns list ranks each campaign sid…

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πŸ€– PRO: The AI Copywriter And Campaign Builder

Two AI helpers inside Engage: Write it with AI drafts a headline, sub-line and button for any campaign, and Build It With AI creates a whole draft campaign from one sentence.

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πŸ” PRO: Bring Your Own AI Key

The AI features use your own key from Google Gemini, OpenAI or Anthropic Claude, so your content goes straight from your site to the provider. Gemini offers a free key that needs …

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✨ PRO: Dynamic Text Replacement

Put merge tags in your headline, sub-line or button and Engage swaps them for values from the visit, such as the UTM source, the referring site, the day or any URL parameter, so a…

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βš–οΈ PRO: Split Testing, Geo Targeting And Spin To Win

Test two versions of a campaign and let the Campaigns list name the winner on conversion rate, show a campaign only in the countries you choose, and run a prize wheel whose winner…

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βš™ Settings Explained

The Settings tab holds your licence, the admin colour scheme with 10 choices or Follow the ResultsAiX Hub, seven behaviour switches, and Visitor consent for tracking.

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πŸ”§ Diagnostics And The Support Report

The Diagnostics tab shows a health check, a debug log of every campaign event, lead and delivery, and a one click support report that is scrubbed of keys and email addresses.

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🩺 Troubleshooting

Calm steps for the usual questions: a campaign that is not showing, an exit popup that does not open, leads that do not reach your autoresponder, and forms that need a thank you p…

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❓ Frequently Asked Questions

Quick answers about speed, page caching, where leads are stored, the AI features, using Engage outside WordPress, how many sites a key covers, and getting help.

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Ready to stop reading and start using?

Every plugin documented here works alongside the others, managed from one ResultsAiX Hub.