Learn how to create an automated Campaign and trigger it from events sent through the Crisp chatbox SDK.

Automated Campaigns send chat or email messages to users based on predefined event triggers and filters. They are useful for lifecycle messages, onboarding, win-back flows, product nudges, and other customer engagement moments driven by your own website or app events.

In this guide:

• Watch the Campaigns tutorial → start with the video walkthrough
• Understand automated Campaigns → what they do and when to use them
• Create an automated Campaign → configure event, filters, delay, template, and message
• Trigger the Campaign event → push events from your website or app
• Manage automated Campaigns → pause Campaigns, understand plan access, and interpret open rates

Watch the Campaigns tutorial

Understand automated Campaigns

Automated Campaigns are predefined email or chat messages sent per user when a specific event is received and the Campaign filters match.

For example, you could create a churn Campaign that sends a discount after a user cancels a subscription. Your app would send an event such as user:unsubscribe through the Crisp chatbox, and the Campaign would trigger only for users matching your filters.

Automated Campaigns can also handle email replies, so answers to your Campaigns arrive in your Crisp Inbox.

Create an automated Campaign

Go to app.crisp.chat, then open User → Campaigns → New Campaign → Automated Campaign.

Choose the Campaign type

Select Automated Campaign, name your Campaign, and continue to the editor.

Define the event trigger

In the automation flow bar, enter the event name that will trigger the Campaign. Good event names are clear and consistent with your app naming, such as user:churn, user:welcome, or product_add_to_basket.

Add filters

Filters are optional, but they help prevent the Campaign from being sent to users who should not receive it.

For example, you may trigger user:login whenever a user logs in, but only send the Campaign to users who had not been active for at least one week. In that case, add a filter on the user's last active date and set the threshold to 168 hours.

Configure delay and repeat behavior

You can add a delay in minutes before the message is sent after the event and filters match. You can also prevent the same Campaign from being delivered multiple times to the same user, which is useful if your app sends the triggering event repeatedly.

Choose a template

Choose an existing template or skip this step if you want to write the message from scratch.

Write and activate the Campaign

Write your Campaign message, then click Save and Activate when it is ready.

Trigger the Campaign event

Your website, service, or app must push the event that matches the Automated Campaign trigger. The event is sent through the Crisp chatbox SDK.

For example, to trigger a Campaign listening for user:churn, push a session event from your JavaScript code:

// Make sure the Crisp chatbox is loaded on the page.
$crisp.push(["set", "session:event", [[
  ["user:churn", {}, "blue"]
]]]);

You can also pass event data. This is useful when your Campaign message needs to include dynamic values through variables such as {{ event.data.user_dashboard_url }}.

$crisp.push(["set", "session:event", [[
  ["user:churn", {
    user_dashboard_url: "https://app.acme.com/dashboard",
    churn_reason: "price"
  }, "blue"]
]]]);

Set the logged-in user's email from your backend-rendered page when possible:

$crisp.push(["set", "user:email", ["user@domain.com"]]);

Manage automated Campaigns

Automated Campaigns can be paused, reactivated, and monitored from the Campaign editor.

Pause or reactivate a Campaign

Click Deactivate to pause an Automated Campaign. You can enable it again at any time by clicking Activate.

Check plan availability

Automated Campaigns are available on Crisp Essentials and Crisp Plus plans. They do not have the same one-shot Campaign recipient limits because they are triggered per user by events.

Interpret open rates carefully

Email open rates depend heavily on detection methods and recipient email clients. Some inboxes block tracking through privacy protection, while others may mark emails as opened automatically.

Use open rates as directional data and compare them against your own Campaigns over time, rather than treating them as an exact measurement or comparing them directly with another email delivery service.

Updated on: 03/05/2026