A Chat Journey is a systematic chat flow that you configure with a trigger and actions, and schedule when & where it should be sent to the website visitors.
To create a Chat Journey with Web Widget Triggers,
- Navigate to the Chat Journey from left sidebar
- Click on + New Journey
- A popup asking you to choose from below options:
- Choose Web Widget and click on the Select option
- Once you choose Web Widget then the canvas will open with available Triggers & Actions
- Web Widget comes with three Triggers
Start Journey Trigger:
Click on the Start Journey trigger, and a popup will appear which would let you configure the following options:
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Page URL
- is not empty: by default, this condition is set.
- is: set any value here if you want to target a specific page.
- starts with: this option can be used to target all pages that start with the value you provide here.
- ends with: this option can be used to target all pages that end with the value you provide here.
- contains: this option can be used to target all page URLs that contain the value you provide here.
- does not contains: this option can be used to target all page URLs that do not contain the value you provide here.
One or more of these conditions can be used, and they all are connected with an OR clause which means that if one of these conditions matches then the journey will start for the visitor.
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Extra check for UTM variables:
Along with a page URL, you can also target specific UTM variables by enabling this option and entering the value in the respective variable. For example, if you wish to target the visitors who are redirected from a Facebook ad, then you can do so by entering the UTM parameters that you set.
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- UTM_source
- UTM_medium
- UTM_term
- UTM_content
- UTM_campaign
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Audience Behaviour
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Visitor: Select this option to choose everyone who visits the URL set above. You can also set different conditions for the Visitors.
Example: City or Country of the visitor. -
Contact: Select this option to choose only contacts that visit the URL set above. You can filter the contacts on the basis of the Contact or Company fields of Salesmate for a more specific trigger of the Chat Journey.
Example: The type of Contact or Industry of the Company.
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Visitor: Select this option to choose everyone who visits the URL set above. You can also set different conditions for the Visitors.
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You can add multiple conditions to filter the website visitors or contacts based on the fields available. You can connect them using AND or OR clause.
Click on Add Group for changing the clause, and click Add Condition to add a condition with the same clause.
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Chat Display Behavior
- On Exit Intent: Trigger the chat journey when the visitor's mouse moves towards the top of the browser window.
- Time on Page: Trigger the chat journey when the visitor spends a specified amount of time on a particular page.
- % Page Scroll: Trigger the chat journey when the visitor scrolls more than the specified percentage.
Event Trigger:
An event is a specified activity performed by a visitor/contact on the website. For example, users sign-up, click a particular link, fill up a form, etc. You will have to configure Salesmate chat SDK pass required events to execute such event-based chat journeys.
Drag and Drop the Event on the canvas to configure the journey
Click on the Event trigger, and a popup will appear which would let you configure the following options:
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Select Event:
- cart
- user_detail
- page_view
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Select Attribute:
- Select the attribute from the list through which you want to filter the event condition
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Operator:
- Operator will depend on type of event data
- Is
- Is not
- Is Unknown
- Has any value
- More than
- Less Than
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Value:
- Add the value based on which the data should be filtered
Note:
- You can add multiple attributes to the Event Trigger
- When all attributes condition is matched then only the journey would execute
- Only 1 trigger can be configured on the Chat Journey either Start Journey or Event
New Conversation Trigger
- At times you would want the visitor to answer certain questions before starting a chat. In such cases you want you can use. When you select this Trigger, it would give a button to "Start New Chat" on the chat widget. This trigger will start when a visitor or contact clicks the “Start new chat” button.
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