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.
Follow these steps to create an advanced trigger:
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.
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3. Click the gear icon on the top menu to go to the Administration panel.
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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.
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8. Enter the Trigger Description.
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9. Enable this setting if you want each visitor to receive this message once.
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10. Under Run Trigger, choose the event that fires the trigger.
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11. Under Check, choose if you want any or all of the following conditions to be met.
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12. Set your conditions. You can have up to 10 conditions per trigger. Click Add Condition to add new conditions.
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Click here for a list of conditions you can add to advanced triggers.
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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.
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Follow these steps to edit or delete your advanced triggers:
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.
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3. Click the gear icon on the top menu to go to the Administration panel.
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4. On the Administration menu, select Triggers under Settings.
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5. Select an advanced trigger. To delete a trigger, click the Delete icon.
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You can now take advantage of more ways to engage with your visitors with advanced triggers.
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