Advanced Trigger — send a message to a visitor based on the number of visits to your website


Advanced Triggers allow you to send an automated message to a visitor based on a set of conditions. In this article, we’ll show you how you can create a trigger to send a message to a returning visitor on your website.

You can use this trigger message in conjunction with your Basic Site Notification Trigger. This is typically the first message your visitor sees on your website. If you haven’t set that up yet, take a moment to review the message your widget is sending. 

You can learn more about Basic Site Notification Triggers here: Creating and managing triggers. 

Alternatively, if you would like the visitor to only receive one message based on their number of visits ( first time or more than once ), then you would need to create two Advanced Triggers and delete your Basic Site Notification. 

NOTE: The instructions below can only be completed from a browser or the desktop apps. They cannot be completed in the mobile app.

How to set up the trigger:

If you have multiple properties, check to make sure you're viewing the correct one. Hover over the current property name in the upper-left menu to select a new property from the list.

Next, head to ⚙️Administration Settings Triggers.

Click Add Trigger.

Then, select Advanced as the Trigger Type.

We recommend that you name your trigger and add a Trigger Description. This will only be visible to you and your team, not the visitor, and will help you stay organized.

Set the following conditions for your trigger so it sends a message dependent upon the number of times they have visited your website. 

Run Trigger: When a visitor has loaded the chat

Check: ALL of the following conditions

  1. Still on site  — 3 Minutes
  2. Visitor requesting chat — Is False
  3. Visitor served — Is False
  4. Visitor Previous Visits — Greater than  — 1

In the example above, the trigger will work when all of the following conditions are met:

  • The visitor loads the Chat Widget by visiting your site.
  • They have been on your site for 3 minutes.
  • They aren't currently in a conversation with an agent.
  • They are not requesting a chat.
  • This is not their first visit to your website.

To customize the trigger delay, (how much time should pass before the message is sent), change the time in the drop-down menu beside Still on Site

If you would like the message to send based on more or fewer visits to your website, change the option and number in the Visitor previous visits condition.

As mentioned earlier, you could alternatively create two Advanced Triggers.

The first, in which the condition Visitor previous visits is set to equal 0, will send a message only to first-time visitors to your website. 

The second Advanced Trigger could be set as described earlier:

Visitor previous visits 
 Greater than 1

You could also add another condition to limit the number of messages sent to the same visitor:  

Visitor previous visits
Less than10

This will stop the message from being sent to visitors who have been to your site more than 10 times. 

Once everything looks good, click the green Save button in the bottom right corner of your screen. After clicking Save, you’ll be sent back to the list of triggers you’ve created.

Well done! You’ve set up an Advanced Trigger that sends a message based on the number of visits a person has made to your website. 

Learn more about Advanced Triggers in this article here: Advanced Triggers

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