Setting up auto messages
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There is the section "Auto messages" in the settings of integration with the Live Chat.

The section will create conditions, being guided by which the Live Chat will send an automatic message to the customer.

To create a new condition, click on the "New action" button. After clicking, a page will open where the conditions for sending an automatic message are specified.

In the settings of the new action, there are four blocks in which the conditions for sending an automatic message are specified:

Configuring a message

The text and form of the message that visitors who meet the configured conditions will see.

There are three options to choose from:

  • Pop-up message.
  • With the opening of the chat window.
  • Send a contact form.

Let's consider each separately:

Pop-up message- displayed when Live Chat is minimized. It looks like a tooltip, but the message itself is displayed even after opening the Live Chat.

With the opening of the chat window - The Live Chat is opened automatically with a welcome message. When selected, a second text field is displayed. Messages will be displayed sequentially.

Send a contact form- in the Live Chat, before starting to communicate with the manager, the specified message with a contact form will be displayed, where the customer must specify his name, email or phone number. At least one of the provided fields must be required.

Manager status

When sending messages, take into account whether the manager is online or not.

When the setting is enabled, the choice appears:

  • Any system manager is taken into account.
  • From the list, which is specified in the appeared field.

Above the field that appears, there are 2 options to choose from: any of the selected managers will be taken into account, or vice versa, all managers, except the selected ones, will be taken into account.

Settings of execution

Configure the events and conditions that must occur for the action to be executed.

Toggle switch "Delayed timer" activates the timer of the time that the visitor must spend on the site pages before all further terms and conditions begin to work.

Toggle switch "Execute again" determines whether the action needs to be executed again. When activated, two more switches appear:

*"Time after closing the Live Chat"* - the period of time before resending, which should occur after the visitor closes the Live Chat window. “Time after switching to another page”** - the period of time before re-sending, which should occur after the visitor switches to another page of the site.

Setting up landing pages

Set up the conditions of correspondence for the address, title, or page settings where the action will be executed. The following options are available for selection:

*Launch immediately upon entering the page.

  • After time - when selected, a field appears for entering the time that the visitor should spend on one specific page.
  • Launch when trying to leave the page.

Below you can add an additional condition that the Live Chat will focus on:

*Page address - page exceptions are shown, or vice versa, the addresses of the pages where the action will be performed.

*UTM-tag - to perform the action, the Live Chat will be guided by the advertising campaign from which the customer came to your site.

The "All/Any of" switch sets the conditions for the execution of parameters (falling under the filter): all at the same time or one of the parameters is enough.

*Page title - to perform the action, the Live Chat is guided by the title of the page where it is located.

Start on schedule

In this block is set the date/time of the start and end of the action.

After specifying the settings, do not forget to activate the action. Analytics is collected for the action, which can be seen in the list of automatic actions.

Thank you for your feedback.
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General Live Chat settings
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