In this post, we’ll explain all the settings of automatic triggers and will show some examples of usage, apart from the standard ones that we suggest.
WHEN section:
- Any agent is available to chat – the trigger will work when you are online
- All agents are offline – the trigger will work when all agents are offline or invisible. In this case, it’s better to indicate that the visitor should not expect an immediate response.
- Agents are either online or offline – the trigger will work regardless of your status
IF section:
- Everything here matches – the trigger will work only when all conditions listed below are met on the current page. Make sure you don’t add contradicting conditions (for example, links to different pages)
- One of conditions below matches – the trigger will work when one of the conditions listed below is met on the current page. It may be the page URL or time spent on the current page.
Conditions that triggers can be connected to:
- Current URL. When you choose “is”, the link should be full, it’s better to copy it from the address bar of your browser. For example: https://chatra.io/help/. When you choose “contains”, you can enter part of the link (simply “help” will be enough). In this case, the trigger will work on all pages that contain the part of the link you’ve entered. For example, the trigger can go off on this page: https://chatra.io/help/analytics/
- Time spent on current page. The countdown will start as soon as the page loads.
- Visitor’s location. Allows you to target visitors from certain countries or states (currently the US states only).
- Visitor’s device type. Currently, there are 2 options “Laptop or desktop” and “Smartphone or tablet”. For example, you can use this condition to send longer messages for desktop visitors and shorter messages for mobile visitors.
- Previous page URL. Here you can put the link to a page of your website. The way of entering links is the same as for the Current URL condition.
- Referrer URL. Here you can put the address of a different website where a person clicked a link that sent them to your page. For example, google.com. The way of entering links is the same as for the Current URL condition.
- Number of visits to site. Numbers are not inclusive. For the first visit, put “is less than 2”, for the second visit – “is more than 1”, etc.
- Pages viewed this visit. Numbers are not inclusive either. The number of pages will be counted only for the current visit (current session).
- Pages viewed per all visits. The number of pages will be counted for all visits combined.
- Time spent this visit. The countdown will start as soon as the website loads and will be continued if visitor browsers other pages.
- Time since the widget has been closed. One of the conditions that can help you make proactive invitations less intrusive.
- Time since the last proactive invitation. Another condition to make proactive invitations less intrusive. The condition is ignored if the visitor has never seen any proactive invitations before.
- Chat history with a visitor. You can show proactive invitations only to new visitors and not bother those who chatted with you in the past
- Exit intent. Allows you to send a message to visitors who are about to leave your website. The trigger will work when a visitor moves the cursor up to close the browser tab.
- Chatbox State. If you set it to “Opened”, the trigger will work only after a visitor opens the chat window.
THEN section:
- Once per site visit – the trigger will work once per site visit (per session) when all conditions are met.
- Only once per unique visitor – when all conditions are met, the trigger will work for the visitor once and will not work next time they visit your website.
- Once per page load – the trigger will work again and again when all conditions are met.
Actions to do when conditions are met:
- Expand the chat box – the chat window will pop up automatically, with no automatic text.
- Send a message on behalf of an agent – the chat window will automatically pop up and show a certain message on behalf of a random agent. If you want to send automatic messages only from agents from a certain group, select the group below.
- Hide the widget completely – the chat button will disappear on this page
- Assign visitors to a group – chats started on this page will be automatically assigned to agents from a certain group. Check https://chatra.io/help/#groups for more details.
- Start a chatbot scenario – allows you to start the chatbot scenario created in the Automated answers tab. Check our guide to learn more about how to create and launch a chatbot scenario.
If you want to hide Chatra on certain pages:
Add as many conditions as you need and make sure you enter the URLs correctly.
If you want to show Chatra only on certain pages:
Add a condition for every page where you want to have the chat button.
If you don’t want visitors from certain countries (for example, Germany and Albania) to send you messages, use settings like these:
If you only work with certain countries (for example, the United States and Canada) and would like to show the chat button only to visitors from those countries, use these settings:
