Creating a ZipTier Campaign

In ZipTier, everything starts with a campaign. Think of a campaign as the workspace where you bring together your content, branding, and engagement settings to launch an AI Assistant that's tailored to your specific marketing goals. Whether you're running a webinar, promoting a product launch, organizing a customer workshop, or building a lead generation initiative, each campaign holds all the assets and rules that your AI Assistant needs to deliver accurate answers, capture leads, and stay on brand.

The campaign creation process is designed as a three-step wizard, guiding you from setting up basic information, through customizing the assistant's appearance and behavior, and finally uploading your content. This structured approach ensures that every campaign you create is complete, consistent, and ready to deliver value from day one.

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Step 1: Campaign Overview

The Campaign Overview is the first step in creating a ZipTier campaign. Here, you define what type of experience you're creating and provide the essential details that help your AI Assistant understand its purpose.

Selecting Your Campaign Type

Choose between two primary campaign types based on what your AI Assistant will help with:

🎤 Event

• Best for: Webinars, conferences, workshops, trade shows, training sessions
• The AI Assistant will help attendees with event details, logistics, session content, and speaker information

🌐 Web Content

• Best for: Company websites, product pages, research reports
• The AI Assistant will help visitors understand your company, products, or services

For Event Campaigns

When you select Event, you'll be asked to provide:

• Event Type — Select from:
  • Conference
  • Webinar
  • Workshop
  • Trade Show
  • Seminar
  • Customer Summit
  • Training Session
  • Other
• Event Name — The name of your event as attendees know it
  Example: "Data Security Summit 2025", "Marketing Workshop Series"
• Event Summary — Brief overview of your event (up to 30 words)

For Web Content Campaigns

When you select Web Content, you'll be asked to provide:

• Content Type — Select from:
  • Company Website
  • Product or Service Offering
  • Other
• Title — The name of the company, product, or content
  Example: "Acme Inc.", "CloudSync Pro", "Q4 Market Report"
• Description — Describe what the AI Assistant will help visitors with (up to 30 words)

AI Assistant Availability

Define when your AI Assistant will be available to interact with your audience:

• Start Date (Required): The date this campaign goes live. Users can start using the AI Assistant from this date.
• End Date (Required): The date the campaign stops. The AI Assistant will no longer be available after this date.

Campaign Name

• Enter a friendly name to organize and find this campaign in your dashboard
• This is for internal reference only
• Examples: "Q1 2025 Product Launch", "Marketing Summit 2025"

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Step 2: AI Assistant Customization

AI Assistant customization allows you to transform the generic chat interface into a branded, personalized experience that aligns with your campaign goals and company identity.

Customization happens at the campaign level, meaning each ZipTier campaign can have its own unique AI Assistant personality, appearance, and behavior.

1. General Settings

Title, Subtitle & Font

• Sets context at the top of your AI Assistant
• Example:
  • Title: "Broncor Americas Customer Summit 2025"
  • Subtitle: "February 18–20, 2025 | Louisville, KY"

Typography (Font Selection)

• Available fonts: Inter, Lexend, Open Sans, Roboto, Helvetica
• Purpose: Match your brand's style guide

2. Header Customization

Header Logo

• Sets your brand logo image at the top of the AI Assistant

Header Background Color

• Background color for the AI Assistant header
• Default: white

Header Font Color

• Color used for header text
• Default: #1B84CE (blue)

CTA Links

• Learn more → https://yourcompany.com/summit2025
• Book a demo → https://calendly.com/yourcompany/demo
• Contact Us → https://yourcompany.com/contact

3. Welcome Page Customization

Greeting Message

• Appears on the AI Assistant welcome page
• Limit: 300 characters
• Example: "Welcome to the Widget X experience center! I'm here to answer your questions and guide you through implementation options."

Lead Capture Configuration

Specify the data to collect from users before they start using the AI Assistant. Email and Name are captured by default.

• Job Title
• Company
• Number of employees
• Phone Number
• Country

4. Chat Customization

Kickoff Questions

Choose 3 questions as conversation starters. Pick questions that showcase the variety of topics your AI Assistant can help with.

• "Give me a quick summary of the summit agenda"
• "What are the unique features of Widget X?"
• "As a small retailer, what ROI can I expect?"

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Step 3: Campaign Collaterals

The Campaign Collaterals step is where you upload the documents and web links that power your AI Assistant's knowledge base. These materials enable the assistant to provide accurate, relevant answers to your audience's questions.

Documents

Upload files containing the information you want the AI Assistant to use when answering questions.

Supported Formats & Limits

• PDF, DOCX, PPTX, TXT
• Up to 50 documents
• Maximum 25MB per file

Not sure what to upload? Click the help icon next to the Documents section to see suggested documents based on your campaign type. ZipTier provides tailored recommendations for:

• Events: Agendas, speaker bios, session schedules, venue details, FAQs
• Web Content: Company overview, product specs, case studies, pricing info

For a complete guide on what documents to upload for each campaign type, see Suggested Documents.

Upload Process

1. Click the upload area or drag-and-drop files
2. Monitor progress — ✅ green check = success, ❌ red X = failure
3. Remove or re-upload files as needed
4. Use checkboxes to control whether each document appears in the Resources dropdown inside the AI Assistant header

Web Links

Add up to 10 URLs that the AI Assistant can reference in addition to documents.

Examples of Useful Links

• Product pages
• Knowledge base articles
• Pricing pages
• Blog posts or case study landing pages

Adding Links

1. Enter the URL and click Add URL
2. Links appear in the list below
3. Use checkboxes to control visibility in the Resources dropdown

Resources Dropdown

• When enabled, selected documents and links appear in the assistant's Resources menu for direct access
• Uncheck items you want to use only for training the AI (hidden from users)

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✅ Best Practices

1. Choose the right campaign type — This determines the document suggestions and helps the AI understand context
2. Keep greeting messages conversational — Introduce the AI Assistant and explain how users can benefit from it
3. Pick diverse kickoff questions — Showcase the range of topics the AI can help with
4. Only capture necessary lead data — Too many fields can reduce completion rates
5. Upload comprehensive documents — The more relevant content you provide, the better the AI can answer questions
6. Use the Resources dropdown strategically — Feature your most important assets while keeping training material hidden
7. Test on both desktop and mobile — Use the Preview feature before launching

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📝 Pre-Launch Checklist

• Campaign type and details correctly set
• Header title and logo reflect your campaign
• Colors match brand guidelines
• Welcome message is clear and under 300 characters
• Kickoff questions are relevant and engaging
• All necessary documents uploaded
• Resources dropdown shows priority assets
• Lead capture fields match campaign goals
• Start and end dates are correct
• Mobile experience tested

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🔧 Troubleshooting

• Colors don't match: Use hex codes (#RRGGBB)
• Fonts not displaying: Stick to supported fonts
• Welcome message cut off: Keep under 300 characters
• Links not working: Use full URLs with https://
• Documents not processing: Check file size (max 25MB) and format