Let's see how to set triggered chat message:
Go to Auto - Auto messages.
Click "Create a new auto message".
- Choose the trigger
Choose the trigger (event) which will initiate chat message sending.
Important: If you add several events as triggers then the message will be sent if ANY trigger will work.
Choose a sending timeout after the event is completed: immediately after event is completed or after a time lag:
Select when the message will be sent: at any time or only at a particular period of time:
Time to select leads who we are going to send this message among those who have triggered event.
Show to leads who match all filters
"All" is equal to logical "AND", in other words all conditions must be met. "Any" is equal to logical "OR", in other words if one filter (or all of them) is met, the lead will match.
Indicate properties that lead who triggered an event must satisfy.
Events which were done by lead before triggered event.
Important: If an auto message has a delay in sending ("Choose the trigger" step) then events and properties will be reviewed after this time period: triggered action - N-time period - lead filters are checked.
Important: You don't have to select lead properties and events, you can select saved segment.
- Sending conditions
Select resending condition: send the message only once or resend if a lead fulfills all conditions again, after N-time period.
- Form and content
Select form and content of your message (chat, pop-up, email, etc).
Add the content to the field and check it's view in the real-time window on the right.
Select a goal which you want to achieve via this message. Read more about goals in this article.
- Review and launch
Check your settings and enter name of auto message. You can also indicate events for message chain.
Click "Create and launch" if all settings are correct if you want it to start working right now, or "Create and launch later".
Important: check all settings very carefully. You can't delete auto messages, only turn them off.