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Setting Up Triggers in Weberr’s Website Chat Tool: A Step-by-Step Guide

Written by Admin | Mar 25, 2025 12:08:51 PM

What Are Triggers?

Triggers are automated actions designed to initiate conversations based on predefined conditions. With Weberr’s website chat tool, businesses can proactively engage visitors, qualify leads, and provide timely support. Whether it's greeting a new visitor, assisting a returning user, or guiding potential customers towards conversion, triggers help streamline customer interactions effortlessly.

How to Set Up a Trigger in Weberr

1️⃣ Create Your Automated Message

Define the message that will appear when the trigger conditions are met.

✅ Example: “Hello! How can we assist you today?” ✅ Customize messages based on user actions, visited pages, or behaviors.

Choose the Sender:

  • Merchant – Business owner or administrator.

  • Teammate – A designated sales or support representative.

  • Bot – An automated chatbot that responds based on predefined conditions.

2️⃣ Define Goals & Routing Rules

Determine who the trigger applies to and how conversations should be managed.

Target Audience:

  • Lead – A potential customer requiring engagement.

  • User – An existing customer needing support.

Trigger Criteria: ✅ Lead starts a conversation. ✅ User performs a specific action (e.g., visits the pricing page). ✅ Custom conditions based on user behavior.

Conversation Routing: ✅ Assign to a specific teammate for personalized engagement. ✅ Use a round-robin system to distribute leads evenly among a team. ✅ Keep unassigned for automated data collection.

3️⃣ Set Display Conditions & Trigger Frequency

🕒 When Should the Trigger Message Appear?

  • Always – Message appears regardless of chat availability.

  • When Online – Message appears only if a support agent is available.

  • When Offline – Message is displayed when no agents are online.

🔁 Frequency Options:

  • On Every Page Load – Message appears whenever a user loads a page.

  • Until They React Per Session – Stops appearing once the user interacts.

  • Until They Interact – Message persists until the user takes action.

⚙️ Customize Trigger Rules Based on Conditions:

  • Time-based – Set by hours, days, or time spent on a page.

  • Location-based – Target visitors by city, country, IP address, or hostname.

  • Device & Platform – Customize based on browser, operating system, or device type.

  • Page-based – Display messages on specific URLs or navigation patterns.

📢 Enhance with Trigger Book Integration: Weberr’s Trigger Book allows businesses to send announcements and newsletters to visitors interacting with the chat. Send real-time broadcasts or schedule messages for optimal engagement.

4️⃣ Review & Activate Your Trigger

🔍 Double-check message content, audience targeting, and trigger rules. ✅ Optimize settings based on expected user behavior. 🚀 Activate the trigger to engage visitors automatically!

Conclusion

Weberr’s trigger feature automates conversations, improves engagement, and increases conversions with minimal effort. By strategically setting up chat triggers, businesses can create real-time interactions, enhance customer experience, and convert passive visitors into active buyers.

Start using Weberr’s chat triggers today to take your customer engagement to the next level!