Illustrative history · This entry’s date and release narrative are fictional, created to demonstrate a full year of product updates.
Audience and schedule controls make proactive messages easier to tailor.
Match the message to the visit
This illustrative update brings more context to proactive messaging. Teams can decide which audience should see a message and when it should appear, rather than using the same opening for every situation.
- Review the audience rules for a message.
- Set appropriate days, hours, and timezone.
- Align the next step with the team’s availability.
Keep outreach purposeful
The sample narrative focuses on relevance. A proactive message works best when it offers something useful to the visitor’s current task and leads to an action the business is prepared to handle.