Overview

What are Triggered Messages?

How to create Triggered Messages?

How to prevent Triggered Messages for active conversations?


What are Triggered Messages?


With Triggered messages, you can engage with visitors and new users and drive conversations. You can schedule Triggered Messages based on the geographical location, user attributes, and ongoing offers. For example, you can schedule a Triggered Message about a 30 percent discount to appear on the checkout page if a customer’s cart value exceeds a predefined amount. Or if a user stays on your pricing page for more than a predefined amount of time, say 15 seconds, you could display a pop-up message about an offer.


You can send Triggered messages based on the user activity in your website/application.



How to create Triggered Messages?


To create a Triggered message

  1. Go to Campaigns.

  2. Click Create a new campaign. A pop-up window appears.



  3. Select Triggered messages. You will be redirected to Create a Triggered Message page.



  4. Give a name to the message in the text box. This is optional and is only for your reference.



  5. In the Filters area, you can add conditions for the triggered message based on your requirements. You can also add nested conditions using AND or OR combination.



  6. Click Next. You will be redirected to Compose Your Message page.

  7. Enter the message in the Message text box. You can preview the message on the right side.



  8. Select a message channel for the message delivery to the visitor.



Note:

Inbox is listed as the default message channel unless you had created any custom message channels prior to creating triggered messages.


  1. Select a team member from whom you want the message to be sent.



You can also limit the number of times the message will be displayed to the user. 

  1. Select Limit the number of times this message is shown checkbox. Set the time cap and condition.



  2. Select the Do Not Trigger Outside Business Hours checkbox to disable the Triggered Messages when you're not available.


    Note:
    You should have set up Business Hours in Settings for this to work.


  3. Click Next.

  4. Your campaign is now ready to be launched. Click Launch.



You can edit, disable, and clone existing Triggered messages. However, you cannot delete triggered messages, once created. This is in our roadmap and would be supported soon.


Your customers will start getting the messages and you can view the performance of the Triggered Messages in real-time.


How to prevent Triggered Messages for active conversations?


You can prevent Triggered Messages from interrupting an active conversation. 


To do so,

  1. Go to Campaigns.

  2. Click

  3. Select the Don’t send a triggered message… checkbox.

  1. Set the time cap.

  2. Click Save.