Title: Formilla Edge Targeted Messaging Platform for Sales and Marketing
Author: zgilyana
Published: <strong>Julai 29, 2016</strong>
Last modified: Disambor 1, 2025

---

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# Formilla Edge Targeted Messaging Platform for Sales and Marketing

 By [zgilyana](https://profiles.wordpress.org/zgilyana/)

[Download](https://downloads.wordpress.org/plugin/formilla-edge.1.2.zip)

 * [Details](https://rhg.wordpress.org/plugins/formilla-edge/#description)
 * [Reviews](https://rhg.wordpress.org/plugins/formilla-edge/#reviews)
 *  [Installation](https://rhg.wordpress.org/plugins/formilla-edge/#installation)
 * [Development](https://rhg.wordpress.org/plugins/formilla-edge/#developers)

 [Support](https://wordpress.org/support/plugin/formilla-edge/)

## Description

[Formilla Edge](https://www.Formilla.com/products/edge-marketing-features.aspx) 
is a powerful email, live chat, and in-app messaging platform to help you target
customers with the right message at the right time using automation.

This plugin installs the Formilla script to your WordPress website, including the
live chat widget component. You’ll be required to sign up for a Formilla account
and your **free 15-day Premium trial** begins. We offer a free account where you
can live chat with website visitors (unlimited chats). Sending emails and displaying
in-app Smart Messages are otherwise available with our [Growth plan](http://www.formilla.com/pricing.aspx#pricing-trial)
only.

**Upgrade to our Growth plan and enjoy the following features:**

 * **Send Unlimited Emails to your Contacts:** Keep customers coming back to your
   website with Formilla Edge email messaging. Use the “Personal” template so it
   looks like you’re contacting your customer directly, and not via a mass email
   marketing campaign. Use the “Professional” template when sending a company announcement,
   blog update, or similar, which includes your company logo, social links, and 
   company address. Sending emails is a paid feature and comes with our Growth package
   tier.
 * **Send Emails from your Email Domain:** Send emails to customers using your business
   domain (example: firstname@company.com) without any mention of Formilla.
 * **Live Chat with Website Visitors:** Live chat and convert website visitors into
   customers using our web dashboard, Windows desktop app, or with your mobile device
   using our iPhone or Android apps (this comes with our free package).
 * **Display unlimited In-App Messages:** Display in-app messages to your Formilla
   contacts using multiple different display types on your website (popups, corner
   widgets, website bars). Announce a limited time offer or sale, offer a coupon
   code, direct users to your latest blog, communicate breaking news or a maintenance
   outage, or market virtually anything to your visitors.
 * **A.I. Chat Bots:** Formilla Chat bots allow customers to dramatically reduce
   support time by setting up a Helper Bot that automatically responds to common
   visitor questions at any time — day or night — using the power of Artificial 
   Intelligence (paid feature add-on).
 * **Pro-active Chat:** Enable pro-active chat to trigger live chat automatically
   with a visitor after a defined number of seconds.
 * **Automatic Audience Messages:** Setup an email message or in-app message once,
   and we’ll automatically send it as soon as contacts perform a specific action
   on your website, or meet a given condition.
 * **Targeted Messaging:** Track customers’ behavior in Formilla with custom attributes&
   events, and use the data to send well-timed in-app or email messages to your 
   customers (e.g. when users sign-up, based on purchase activity, # of website 
   visits, etc.).
 * **Lightbox Popup (Modal):** Use lightbox popups in the center of your website
   to really get your website customers’ attention! They’re also mobile-ready, so
   they look great on smartphones or tablets.
 * **Top or Bottom Website Bars:** Top or bottom website bars are a great alternative
   to lightbox modals and allow you to display a message across the top or bottom
   of your website.
 * **Sliding Corner Popup:** The sliding corner popup is more subtle as it quietly
   slides in to display in the bottom-left or bottom-right corner of your website.
 * **Timing and Scroll-based Triggers:** Display an in-app message after a defined
   number of seconds (e.g. after 15 seconds), or to automatically popup if the visitor
   scrolls on your website. Also control how often to display the in-app message
   to a visitor by selecting Always, One Time, Daily, Monthly, etc.
 * **Real-time Visitor Monitoring:** View the most active visitors on your site 
   and see how they interact with your in-app messages or widgets in real-time. 
   You’ll also see each visitors’ page URL, where the traffic came from (referring
   website), the user’s country/location, whether they’re new or returning, and 
   more.
 * **Contacts Management:** Store your contacts in Formilla, and segment them automatically
   into separate groups to target them effectively. You can also tag high-value 
   prospects for follow-up, as VIP customers, or really anything else. Use our super
   fast search and filtering options to find your contacts quickly.
 * **Email Collection Widgets:** Continually grow your email list with our email
   collection popups.
 * **Facebook and Twitter Social Media Widgets:** Increase your Facebook Likes and
   Twitter Followers using our social media widgets.
 * **Robust APIs:** Push your data to Formilla to track advanced customer behavior
   with our Javascript and REST APIs. Track last order date, member signup date,
   total amount spent, or anything else.

## Screenshots

 * [[
 * Email and In-App messaging platform for sales and marketing. Also add Formilla
   Live Chat for lead generation and support.
 * [[
 * Store your contacts in Formilla, and segment them automatically into separate
   groups to target them effectively.
 * [[
 * This is the Contacts screen where you can use super fast search and filtering
   options to find your contacts quickly.
 * [[
 * Formilla Edge is useful in many business scenarios. Send company announcements,
   promotional offers, weekly newsletters, on-boarding tips, and anything else.
 * [[
 * The “Professional” email template in Formilla. Include your company logo, easily
   format the email body to add imagery, buttons, your social links, and company
   info.
 * [[
 * Formilla Edge offers several different In-App display types, so you can communicate
   a message to website visitors in your preferred format.
 * [[
 * An example of a lightbox popup modal offering a special sale. Customize the text,
   color, CTA button target, and more with HTML/CSS access.
 * [[
 * Automatically target customers to send well-timed in-app or email messages to
   your customers (e.g. when users sign-up, based on purchase activity, # of site
   visits, etc.).
 * [[
 * Push your data to Formilla to track advanced customer behavior with our Javascript
   and REST APIs.

## Installation

 1. Install and Activate this plugin from the Plugins area of your WordPress admin 
    backend. Alternatively, download and **unzip formilla-edge.zip** to your wordpress**`/
    wp-content/plugins/`** directory
 2. **Activate** the plugin through the **‘Plugins’ menu** in WordPress
 3. Choose the **Get Started** link from the plugins page or navigate to the **‘Formilla
    Edge’** menu item that appears on your WordPress Admin upon activating the plugin
    to complete registration by signing up. Paste the Plugin ID you receive and Save.
 4. **That’s it!**

## FAQ

### How do I install Formilla Edge on my website?

Formilla Edge works with any website platform. The fastest way to install is to 
use this plugin; simply activate the plugin and choose Formilla Edge from the WordPress
admin menu. You’ll see a link to **Sign Up** for a Formilla account and use the 
Plugin ID you receive to activate the plugin. You can alternatively copy and paste
your unique Formilla code snippet to your webpage(s) instead. To get the code snippet,
login to your Formilla.com account > click **Settings** in the left menu > then 
choose **Installation** from the sub-menu. On the following page, you’ll see simple
instructions to copy/paste the code into each of your pages. Note: you only need
to install this once to power your Formilla account.

### Does Formilla Edge work with WooCommerce websites?

Yes, this plugin easily installs with WooCommerce sites. Install and activate the
plugin from within your WordPress/WooCommerce admin panel.

### I’m an existing Formilla Live Chat customer; do I need to install anything to begin using Formilla Edge?

No, we made it simple for existing live chat customers as Formilla Edge is now available
to all Formilla customers! If you are currently using our live chat script or plugin,
no need to add any additional plugin or code. Simply login to your Formilla account
and navigate to **Smart Messages** in the left menu, then click the **Create Smart
Message** button to configure your first in-app message, for example.

### How do I create an in-app or email message to announce a sale, market a new product or service, etc.?

To create a new in-app or email message, or to find your existing Smart Messages,
mouse over “Automation” in the left menu of the Formilla dashboard, then select **
Smart Messages** from the sub-menu that appears. Here you can view the status of
your existing messages and their performance, or simply create a new message by 
clicking the **Create Smart Message** button and choosing your desired type of message
from the flydown menu. Note: to send email messages, you’ll need to ensure your 
email address is verified with Formilla from the **Settings** –> **Users** page,
and also setup your business email with Formilla. Once you create your first Email
Smart Message, you’ll notice a link at the top to configure your **Custom Email 
Domain**; simply follow the instructions on the next page to configure your DNS 
records properly.

### My in-app message only displayed once when testing, although it will not appear again. What can I do to continue testing?

The default setting for in-app messages is to display **Once** after 5 seconds. 
With this configuration, the message will not display again. In this case, you can
test with a different browser, or modify the settings from the **Advanced Options**
to display the widget more frequently. For instance, we recommend setting the message
to display Always and to set the “Display if user has already interacted with it?”
option to Yes when testing. This way, you’ll continuously see the message. To find
the settings mentioned, mouse over “Automation” from the left menu, then click **
Smart Messages** from the submenu that appears. Next, click the edit/pencil icon
next to your in-app message to enter the settings area, choose the 2nd tab called**
Message**, and scroll down to the **Edit Advanced Options** accordion. Be sure to
click the header of the accordion to expand it and find the settings.

### What is the Formilla Lead Widgets app?

The Formilla Lead Widgets app gives you the ability to collect email subscribers
and boost your social following. You can enable it by simply logging in to your 
Formilla account, then mouse over **Settings** from the dashboard menu on the left
and select **My Apps** from the sub-menu that appears. Next, click **Add App** for
Formilla Lead Widgets if it isn’t added yet. Now that you’ve enabled Formilla Lead
Widgets, mouse over **Settings** in the left menu, and choose **Widgets** from the
submenu that appears. Next, click the **Add Edge Widget** button to configure your
first Edge lead widget.

## Reviews

![](https://secure.gravatar.com/avatar/c8b53fe246029dfdc5a07f96cdaea1ae5f9cb8a12ba894d693c334a27e83ed2d?
s=60&d=retro&r=g)

### 󠀁[amazing](https://wordpress.org/support/topic/amazing-1260/)󠁿

 [Rakshit Jain](https://profiles.wordpress.org/rakshitjain/) Januari 27, 2017

amazing

![](https://secure.gravatar.com/avatar/536f6f0fb56574c0466bb4030812171786cbbb55206f846b88340ec0ef8109ff?
s=60&d=retro&r=g)

### 󠀁[Awesome](https://wordpress.org/support/topic/awesome-3808/)󠁿

 [rhasche123](https://profiles.wordpress.org/rhasche123/) Séptembor 3, 2016

Can not complain! I’ve buyed the pro version of Formilla Edge and got plenty of 
new ways to reach my visitors. The only thing that isn’t perfect, but not bad either,
is the exit intent pop up.. sometimes it shows the pop up instantly although the
visitor isn’t about to leave the site.. but that happens really infrequent so it’s
ok. The support is awesome! You get your answer really quick, I’ve never had to 
wait more than a few hours to get a reply. All in all it’s a really nice plug In
and i would recommend it to everybody who wants to sell more stuff on their website.

 [ Read all 2 reviews ](https://wordpress.org/support/plugin/formilla-edge/reviews/)

## Contributors & Developers

“Formilla Edge Targeted Messaging Platform for Sales and Marketing” is open source
software. The following people have contributed to this plugin.

Contributors

 *   [ zgilyana ](https://profiles.wordpress.org/zgilyana/)
 *   [ formilla-live-chat ](https://profiles.wordpress.org/formilla-live-chat-1/)

[Translate “Formilla Edge Targeted Messaging Platform for Sales and Marketing” into your language.](https://translate.wordpress.org/projects/wp-plugins/formilla-edge)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/formilla-edge/), check
out the [SVN repository](https://plugins.svn.wordpress.org/formilla-edge/), or subscribe
to the [development log](https://plugins.trac.wordpress.org/log/formilla-edge/) 
by [RSS](https://plugins.trac.wordpress.org/log/formilla-edge/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 1.2

Minor release to remove one deprecated function call.

#### 1.1

Minor release to improve security.

#### 1.0

 * Initial release

## Meta

 *  Version **1.2**
 *  Last updated **5 mac óll ago**
 *  Active installations **30+**
 *  WordPress version ** 2.7 or higher **
 *  Tested up to **6.9.4**
 *  Language
 * [English (US)](https://wordpress.org/plugins/formilla-edge/)
 * Tags
 * [Email Marketing](https://rhg.wordpress.org/plugins/tags/email-marketing/)[email message](https://rhg.wordpress.org/plugins/tags/email-message/)
   [email newsletter](https://rhg.wordpress.org/plugins/tags/email-newsletter/)[email signup](https://rhg.wordpress.org/plugins/tags/email-signup/)
   [mass mail](https://rhg.wordpress.org/plugins/tags/mass-mail/)
 *  [Advanced View](https://rhg.wordpress.org/plugins/formilla-edge/advanced/)

## Ratings

 5 out of 5 stars.

 *  [  2 5-star reviews     ](https://wordpress.org/support/plugin/formilla-edge/reviews/?filter=5)
 *  [  0 4-star reviews     ](https://wordpress.org/support/plugin/formilla-edge/reviews/?filter=4)
 *  [  0 3-star reviews     ](https://wordpress.org/support/plugin/formilla-edge/reviews/?filter=3)
 *  [  0 2-star reviews     ](https://wordpress.org/support/plugin/formilla-edge/reviews/?filter=2)
 *  [  0 1-star reviews     ](https://wordpress.org/support/plugin/formilla-edge/reviews/?filter=1)

[Your review](https://wordpress.org/support/plugin/formilla-edge/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/formilla-edge/reviews/)

## Contributors

 *   [ zgilyana ](https://profiles.wordpress.org/zgilyana/)
 *   [ formilla-live-chat ](https://profiles.wordpress.org/formilla-live-chat-1/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/formilla-edge/)