Articles on: Automate

How to use Triggers?

Triggers can be used to send automated events to the chatbox of your visitors & users. Triggers are activated upon events, and execute a given set of actions. You can configure as many Triggers as you wish for the same website on Crisp.

Triggers help you automate your marketing by triggering automated chatbox actions, based on events, on the screen of your visitors. You can, for instance, send automated messages based on what page your visitor is visiting.

Here is a full guide about live chat trigger example.

This guide goes into explaining the general concepts of triggers, and how everything is linked together.

Don't forget to subscribe to our Youtube Channel for tips and tricks about Crisp and customer service.

Triggers are available from the Crisp Pro plan

Video tutorial:





Create your first trigger



Go to the triggers plugin



Go to app.crisp.chat
Then go to plugins (in the sidebar)
Search for "triggers"

New trigger



Click on the new trigger button.
Then name your trigger. You can for instance name it My First Trigger,
An identifier will be required. It can be useful in the future. You can name it my-first-trigger
Then scrolldown and toggle Show a message



Once it's done, click Add a localized message
Set a custom message. You can style it by using markdown
Then scroll down a little bit and toggle on "On Pages"



Then select the page you want to target. For instance you can target mywebsite.com/pricing . If you want to target multiple pages, like all the pages that starts with the word article, you can use mywebsite.com/article/*. You can have more information about how it works by going to the section Show on specific pages, in this article. You can also negate watch a page: !mywebsite.com/sales . This will exclude the matching pages.
You should also consider adding a delay. Adding a delay allows to send your message after a certain time. A 10 second delay is great!

What is an action?



An action tells what to do on the visitor chatbox once a Trigger is executed.

The following actions are available:

Show a message
Play a sound
Open chatbox

Modern browsers enforce strict autoplay policies. For instance, notifications may require the user to first interact with the website before a sound can be played.

What is an event?



An event tells when to execute a given Trigger, and thus, a given action.

The following events are available:

Delay (eg. after 20 seconds on website, trigger the action)
Leave intent (eg. when user intents to leave the website by moving the mouse out of the tab)
Click on link (eg. when the user clicks on a certain link)
Page (eg. when the user accesses a certain page)
User event (eg. when a certain user event is pushed using $crisp.push(["set", "session:event", ["your_event_text"]]))
User data (eg. when a certain user data is set using $crisp.push(["set", "session:data", ["your_key", "your_value"]]))

Tip: When passing User Data to initiate a trigger, the value should be something other than true or false; as this is sent to the contact profile as a boolean value, whereas the trigger checks for a string match instead.

The events can be combined. For instance, we can have the following combinations (other non-listed combinations are possible, of course):

After 1 minute on a given page (Delay + Page)
When leave intent after 2 seconds (Leave + Delay)

Show on specific pages



To show triggers on a specific subset of pages, you can use wildcards and negate matches. Here are few examples:

Tip: If the domain you are using is www.example.com, please provide www.example.com as URL. The Crisp match system is really strict. If you provide example.com and your website is in fact using www.example.com, it won't work

Simple Wildcard

https://example.com/*/pricing will show triggers on all pages like:

https://example.com/fr/pricing
https://example.com/en/pricing
https://example.com/es/pricing

Double Wildcard

Using a double wildcard such as https://example.com/product/**, it will send a trigger on all subdirectories such as

https://example.com/product/aaaaaa/bbbbbb
https://example.com/product/ccccccc/dddddd

Negate Match

Using a negate match such as !https://example.com/product/*/bbbbbb, it will exclude pages such as

https://example.com/product/aaaaaa/bbbbbb
https://example.com/product/ccccccc/bbbbbb

Want to have a quick overview of the feature? Here is a specific page about live chat triggers (also known as chat greetings).

Can I pause a specific Trigger?



It is possible to pause a specific Trigger by disabling it in the sidebar in the plugin options.

It will not remove the Trigger configuration; thus you can re-enable the Trigger anytime.

Why doesn't my Trigger work?



If a Trigger you created doesn't seem to work, consider the following:

Triggers are only executed when your website is set as online (support is online in chatbox) if you have enabled the Execute only if website online parameter
Triggers are ignored if the chatbox is blocked for current user (eg. page blocked, or locale blocked in website settings)
Triggers are ignored if the chatbox already contains a trigger (eg. for already active chat sessions) if you have enabled Execute only if no other trigger is used parameter
Triggers are ignored if the visitor already has a previous conversation if you have enabled the Execute only upon first visit parameter

Here is a full guide about live chat trigger example

Don't forget to subscribe to our Youtube Channel for tips and tricks about Crisp and customer service

Updated on: 06/10/2023

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