Offer help at a more useful moment
Audience and schedule controls make proactive messages easier to tailor.
Illustrative history · This entry’s date and release narrative are fictional, created to demonstrate a full year of product updates.
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.