[Update: Since first launching, our Trigger System has been updated dramatically. Please have a look at our most recent article for better guidance: http://blog.zopim.com/2012/12/11/the-secret-to-supercharing-your-conversions/]

Our Intelligent Trigger System can help you automate Zopim in countless ways. But first of all, let’s take 5 minutes to find out how to create triggers and how the system works. In this tutorial, we will run through how you can create a simple trigger that starts a chat with visitors that have landed on the ‘pricing’  page.

  1. Log in to the dashboard and access “Labs” > “Advanced Triggers”. Click on “Create a new trigger” to begin.

    Advanced Triggers

  2. Key in a name for this new trigger. There are two checkboxes just under the description field. You can enable / disable this trigger using the “Enabled” checkbox (on the left). To ensure that visitors will not be shown the same message repeatedly, let’s keep 2nd checkbox (on the right) ticked as well.

    Trigger Name and Checkboxes

  3. Triggers rules are only checked when visitors are surfing, requesting to chat or sending messages. Under “Step 1″, use the drop-down to select the event when you want the trigger to be fired. In our example, we want to check the page url whenever a visitor loads a page on your site, therefore select the 2nd option.

    When to fire trigger

  4. Select “Add Condition” to add your very first rule! Another window should appear to guide you towards creating the condition. Let’s assume that your pricing page’s title contains “Pricing”. Create a condition that looks like the screenshot below. Feel free to explore the various other conditions available.

    Condition Window

  5. Once you’re done with the first condition. Let’s add two more conditions using the “Add Condition – And” link. You can experiment with adding “Or” rules as well. For this example, we want to start a conversation 2 minutes after a visitor has landed on our pricing page (so he has sufficient time to browse and understand the pricing packages).We also want to make sure that the visitor has not been served by another agent so far. It would be embarrassing to show him an automated message when he’s already been served.Try adding the other two conditions yourself. By the time you complete, you should see something similar to the screenshot below. Give yourself a pat on your back if you’ve managed to achieve it!

    Add more conditions!

  6. Last but not least, once these conditions have been met, we want to initiate a conversation with a customized message that includes the visitor’s name. Click on “Add action” and select “Send a message to visitor“. Within the message, you can include useful variables such as visitor name, country name, etc.. by typing “@” in the text field. A drop down of available variables would appear (see screenshot below).

    Add Actions

  7. Once you’re done with all the actions you want to perform, click on “Save“. That’s it, you’ve created your first trigger. Now go on and try experimenting with other triggers!

In this release, we’ve yet to include the ability for you to reshuffle the conditions / actions. But in the meantime, if you’re a developer or comfortable with working with JSON, you can create and edit the triggers quicker using the “Developer Mode” (screenshot below). The textarea within our dashboard isn’t the best place to edit JSON, we’d highly recommend writing your JSON in your favorite text editor before pasting it here. Do check out our documentation for developers as well.

Developer’s View

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Royston Tay

Royston Tay

Chief Executive Dude at Zopim
Royston is CEO and Co-Founder of Zopim. He spends his time envisioning how Zopim can help other businesses by providing simple, yet effective products. When he's free, Royston dreams of being back in Tahoe, tumbling down the double black diamonds with his trusty snowboard.
Royston Tay

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