How to edit and manage Smart Content

Overview

Smart Content adapts to visitor behaviour, so keeping it updated ensures that the right message appears at the right moment.

Managing Smart Content includes:

• Editing content
• Updating segments, rules, triggers, and frequency
• Changing priority
• Activating or deactivating items
• Deleting items you no longer need

Your Smart Content list shows all items in one place, making it easy to maintain seasonal campaigns, offers, and targeted messages.

Open the Smart Content menu

All management actions happen inside the Smart Content menu.

To access it:

1. Go to the left navigation
2. Click 'Smart Content'
3. View the table of all Smart Content items

The table shows:

• Name
• Content type
• Segment
• Status
• Priority
• Last updated

Edit an existing Smart Content item

To edit any Smart Content item:

1. Open the Smart Content menu
2. Find the item you want to update
3. Click on it to open the editor

You will return to the full Smart Content flow, including:

• Segment
• Content type
• Display rules
• Trigger
• Frequency
• Preview
• Content editor

You can update any part of the configuration.

Example:
Change a seasonal banner into a new promotion without creating a new item.

Update the Segment

You can change who sees the content by selecting a different segment.

Common updates include:

• Changing from new visitors to returning visitors
• Targeting high intent visitors instead of all visitors
• Switching to a location based segment for regional promotions

Example:
Update a welcome message to target returning visitors with a loyalty offer.

Update Display Rules

Display rules control where the content appears.
You can update rules such as:

• Page type
• Specific products or collections
• Cart value
• Time on site
• Device type

Example:
Change a banner from showing on all product pages to showing only on a specific collection.

Update Trigger and Frequency

Triggers and frequency control when and how often the content appears.

You can update:

• Trigger timing
• Scroll depth
• Time on page
• Add to cart triggers
• Frequency limits

Example:
Change an offer from showing on page load to showing after 10 seconds to increase engagement.

Edit the Content (Banner, Offer, or Message)

You can update the content itself without changing the targeting.

Banner updates

• Replace the image
• Update the headline
• Change the button link
• Refresh seasonal messaging

Offer updates

• Change the discount code
• Update the headline or CTA
• Adjust the offer text

Message updates

• Rewrite the message
• Add urgency or reassurance
• Update supporting text

Example:
Replace a winter sale banner with a spring promotion while keeping the same targeting.

Change Priority

Priority decides which Smart Content appears when multiple items match the same visitor.

To update priority:

1. Open the Smart Content menu
2. Locate the priority column
3. Adjust the order so the most important content is highest

Higher priority items override lower priority ones.

Example:
Move a limited time offer above a general welcome message.

Activate or deactivate Smart Content

You can turn Smart Content on or off without deleting it.

To deactivate:

1. Open the Smart Content menu
2. Toggle the item to 'Inactive'

To reactivate:

1. Toggle it back to 'Active'

Deactivation is useful for:

• Seasonal campaigns
• Limited time offers
• Testing new content
• Pausing content without deleting it

Delete Smart Content

If you no longer need an item:

1. Open the Smart Content menu
2. Click the item
3. Select 'Delete'
4. Confirm the deletion

Deleting removes the item permanently.

Example:
Delete an expired holiday offer after the season ends.