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Advanced triggers

The instructions below are for desktops and laptops only.

Triggers are automatic messages sent to your visitors based on a set of conditions. Advanced triggers can be customized with more conditions and actions than ordinary triggers.

For example, you can automatically send a message to a visitor if they’ve viewed a specific page on your website more than twice. They may be interested in your product or service, and you could send them a discount voucher to encourage them to make a purchase.

In this article, we’ll walk you through the steps to create and manage advanced triggers.

Creating an advanced trigger

Follow these steps to create an advanced trigger:

1. Log in to your tawk.to account.

2. On your dashboard, select the property for which you want to create an advanced trigger. Hover over the property name to ensure you’ve selected the correct one.

3. Click the gear icon on the top menu to go to the Administration panel.

4. On the Administration menu, select Triggers under Settings.

5. Click Add Trigger. You can add up to 20 triggers for each property.

6. Select the Advanced trigger type.

7. Enter the Trigger Name. A descriptive name is useful for you and your team members to understand the purpose of the trigger and manage it accordingly.

8. Enter the Trigger Description.

9. Enable this setting if you want each visitor to receive this message once.

10. Under Run Trigger, choose the event that fires the trigger.

11. Under Check, choose if you want any or all of the following conditions to be met.

12. Set your conditions. You can have up to 10 conditions per trigger. Click Add Condition to add new conditions.

Click here for a list of conditions you can add to advanced triggers.

13. Set your actions. You can have up to 5 actions per trigger. Click Add Action to add new actions.

If you select Send message to visitor, you can add a shortcut or send a message.

Select Use a predefined shortcut to add a shortcut. This allows you to attach files, forms, images, or links to the chat.

Or, select Set your message to create a message for your trigger.

You can also add up to 4 suggested messages to the Trigger Message. Suggested messages are preset responses your visitors can select. Click Add Message to add suggested messages. Learn more about suggested messages here.

If you select Wait, you can set the length of time to wait before performing the next action.

If you select Set Name of Visitor, you can set the visitor’s name.

If you select Append Note, you can send a note to the visitor.

If you select Replace Note, you can replace a note that was previously sent.

14. Double-check your settings and click Save at the bottom right corner.

Managing advanced triggers

Follow these steps to edit or delete your advanced triggers:

1. Log in to your tawk.to account.

2. On your dashboard, select the property for which you want to manage advanced triggers. Hover over the property name to ensure you’ve selected the correct one.

3. Click the gear icon on the top menu to go to the Administration panel.

4. On the Administration menu, select Triggers under Settings.

5. Select an advanced trigger. To delete a trigger, click the Delete icon.

6. After making the changes, click Save.

You can now take advantage of more ways to engage with your visitors with advanced triggers.

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