To Set up a new Campaign.Trigger, you would just need to click on “Create a Trigger” and then you can design your campaign around your needs.
The very next screen after clicking “Create New trigger” will be the screen where you can design and create a trigger. The screen has few parameters namely Channel, Additional Settings,Audience,Filters.
Channel: It would describe what channel or medium you want his campaign to be functional upon. Here you can make it a Web-Campaign, Mobile Campaign or a Email Campaign. Web Campaign would work for user online on your website,whereas Mobile campaign would work for users online through their Android/iOS phones.
Additional Settings: This menu has two setting under it, namely Matching Rules and Chat Widget Title Enable. Matching Rules would allow you to match all or any of the conditions or parameters passes in Audience section, as you could have one or more set of rules to follow in Audience section.
If All is selected in Matching Rules it would match all the Rules in Audience section and execute the Argument passed in Filters Section, if any is selected if would see if any condition is matched in Audience section and Run the argument passed in Filter Section.
Chat Widget Title Enable: This option would have two options of Yes or No and it would allow you to decide if you want to enable the Widget title or just send the argument as it is without any Title to it, in a simple chatbox.
It is the most interesting part of how the campaign is designed as it would be the deciding factor how we setup the trigger to behave.
As you can see, it would have many options to choose from for deciding about the behavior of trigger. So, let’s go through all the options once and then move to filter and create a sample Campaign.
Visitor Page URL: This would match the Page URL, visitor is on.
Visitor Page Title: This would match the Title of the Page, visitor is currently on.
Source Website: This would take into consideration what website user is coming from, source website.
Visitor Time on Page: This would match the time user has been on the particular page,time entered here is in seconds.
Revisit in Some Days: This would match the number of days the user has revisited us in.
Day of Week: It would match what day of week the visitor is visiting our site.
Visitor IP: This would match the IP of user.
Visitor State: It would give you a choice of which country and state user is from.
Visitor Name: It would allow you to match or specify the visitor name.
Visitor Phone: Here by selecting in/not in, you can specify the area code and by selecting Equal/not equal, you can specify a particular number.
Browser Name: It would let you choose what browser visitor is coming from.
Browser Version: It would allow you to specify the the browser version visitor is using.
OS Name: It would allow you to select the Operating system of visitor.
OS Version: It would allow you to specify the version of operating system.
Device Type: It would let you select what platform is user on, like a Computer, Mobile or Tablet.
Pages Viewed: Here you can specify the value of pages he has visited and bifurcate by less than or more than number of pages viewed and equal to or not equal to number of pages viewed.
First Time Visitor: It lets you select if visitor is or is not a first time visitor on our website.
If Agent Online: It would let you select if agent is online or not/
Visitor Country: It helps you select the Country of the visitor.
Custom Data Attribute: Any custom data attribute added will be popped at the end of the list.
This basically defines the action that will take place after all the criterias in Audience section are met. All the criterias and conditions set in Audience field are ultimately executed here when the follow up action is defined here.
For example, you can assign a agent, department or a tag.Moreover you can apply chatbot,conversation or change widget language accordingly. So let’s have a look at actions that can be performed.
Auto Message: It gives you the liberty of sending any personalised message to your visitor, that can be edited in the textbox just adjacent to it.
Assign tag: You can automatically assign to that conversation.
Assign agent: It will help you assign the agent to the chat.
Show widget: It will let you decide whether to show widget or to hide it from the certain user/users.
Assign department: It will let you assign the department to the chats.
Widget language: It will let you automatically change the language of widget.
Apply Chatbot: It will enable the chat on the selected Audience.
Apply Conversation: It will let you bucket the chats in conversations accordingly.