Add an auto-invitation

To add an auto-invitation, do the following:

  1. Go to Settings → Auto-Invitations.

  2. Click on the + icon at the top.

  3. Provide a name for an auto-invitation, e.g. "Offer help on the order page." It won't be visible for a visitor.

  4. Enter the text that will be sent to a visitor.

  5. Specify when the auto-invitation will be sent — when operators are online, offline, or both.

  6. In the If section, provide one or more conditions that trigger message sending. When adding a new condition, you can put either "and" or "or." Trigger options:

    • Page URL: the page address a visitor is on.

    • Time on Page: how much time a visitor spent on a current page.

    • Time on Site: how much time a visitor spent on the website during his/her current visit.

    • Page Views: how many pages a visitor viewed during his/her current visit.

    • Time since widget was closed last time: how much time has passed since a visitor closed the chat widget — hid an auto-invitation or closed an open chat window.

    • Referrer URL: the URL of a web page a visitor came from.

    • Language: the language of a visitor.

    • Country: the country of a visitor.

    • UTM source: identifies which site sent the traffic.

    • UTM medium: identifies what type of link was used, such as cost per click or email.

    • UTM term: identifies search terms.

    • UTM campaign: identifies a specific product promotion or strategic campaign.

    • UTM content: identifies what specifically was clicked to bring the user to the site, such as a banner ad or a text link.

To learn more, read the Auto-Invitations article.

Please note: At the moment, only one auto-invitation per visit can be sent to a visitor. Later we will make it possible to send an unlimited number of auto-invitations.

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