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.