Targeting key visitors with proactive chat

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19 Comments

  • Greg Wilhelm

    We have initiated the pricing page trigger, which is working as expected.  However, the pricing page lingo stays active even after the user navigates away from the pricing page.  Is there a way to turn off this trigger once the user navigates away from the pricing page?

    1
  • Alex Owens

    Hi, I am new here, Just want to ask that, is there any option in zendesk chat that. new visitor alert without clicking zendesk chat widget.

     

    Thanks

     

    0
  • Cheeny Aban
    Zendesk Customer Care

    Hi James,

    Unfortunately, proactive chat trigger will on fire on three instances; when the visitor loaded the chat widget; when the visitor requested a chat; and when a chat message is sent. As of the moment, there is no native way to fire proactive chats without clicking the widget.

    I hope that helps!

     

    0
  • Brandon Geick

    Can I use the Visitor Tags option to target my users who have defined user tags ? 

    0
  • Josh
    Zendesk Customer Care
    Hi Brandon!
     
    Thanks for messaging us. Yes you can definitely use tag to target visitors who has those tags. You can follow this article for more information: Setting up tags 
    0
  • Dane
    Zendesk Engineering
    Hi Carissa,
     
    Yes, this is available for Agent Workspace as long as you have not enabled Messaging.
     
    Hope this helps!
     
    Cheers,
    Dane
    0
  • Amanda Lynn

    When it comes to the "client has loaded the chat" does that mean physically clicking on the chat and there is no way to trigger the bot to say something if someone does not click on the bot? We would like to offer support when someone is stuck on the pricing page for X amount of time without them actually clicking on the help chat. Is this possible?

     

    0
  • DJ Buenavista Jr.
    Zendesk Customer Care
    Hi Amanda,
     
    The "client has loaded the chat" means that the trigger runs when the chat widget appears on the page, but the visitor has not interacted with it. You can check our article, Zendesk Chat triggers conditions and actions reference for more information about chat trigger conditions and actions.
     
    In your case, you can use the condition "Still on page" as shown in this article, "Reduce cart abandonment" example for your reference. This will send a message to the end-user depending on the number of seconds you put in the condition.
     
    Thank you!
     
     
    Kind regards,
    0
  • ZDAdmin

    Hi

    Is is possible for an agent to initiate a chat, even if the web site users has not clicked anything. I don't want a trigger to start it, but rather an agent ?

    Thanks

    Parisch Browne

    0
  • DJ Buenavista Jr.
    Zendesk Customer Care
    Hi Carissa,
     
    Unfortunately, this is not possible. The only way for an end-user to get initiated without clicking or doing anything is thru pro-active chat. Agents cannot pro-actively chat customers, they can only start chatting with a customer once they initiated a chat through the web widget.
     
    Thank you!
     
     
    Kind regards,
    0
  • Julian

    Is it possible to use this function also without an agent is online, so we can keep the function in offline mode but customers can email us instead?

    0
  • Brett Bowser
    Zendesk Community Manager
    Hey Julian,

    I believe there's a chat trigger condition for "department status = offline" that you should be able to use when creating your trigger. I'd recommend taking a look at this article for more information: Zendesk Chat triggers conditions and actions reference
     
    I hope this helps!
    1
  • Nikki

    For

    Visitor Page URL contains

    does this consider every single part of the URL? Or only the base part?

    Example:

    https://qademo.timestudy.co/Admin/AccessRights.aspx?id=45#step=5

    Can I trigger a proactive chat based on either "Admin" or "AccessRights" or "step=5" ? 

    Can I trigger based on "AccessRights.aspx" and have it NOT trigger at the URL containing "AccessRightsTest" ? 

    Thanks! 

    0
  • Dainne Lucena
    Zendesk Customer Care

    Hi Nikki

    The condition "Visitor Page URL contains" does affect the whole URL. So yes, you can create a proactive chat based on those keywords. 

    0
  • Raphaël Péguet - Officers.fr

    Hi!

    With shortcuts you can create questions messages with options for the customer as below:

    My question is how to write into the trigger script to be able to send the same kind of messages to the customer because it is not proposed:

    Best regards,

    Raphael

    0
  • Dane
    Zendesk Engineering
    Hi Rapahel,
     
    The "Options" in shortcuts is not available for Chat triggers.
    -1
  • Mikael H

    Hi
    We are using a pre-chat form to collect name and email-address. When using proactive chats (triggered if a customer is on a product page for longer than 2 mins) saying "Hi, is there anything we can help you with", the customer skips the pre-chat form.
    Is it possible to make it so that the customer still needs to fill in name and email address to chat with us, even if the proactive chat trigger fired?
    Thanks

    0
  • Aishat G.

    Hi, 

    Does this work with the mobile application chat? 
    If we install the Zendesk live chat in our mobile app, can we target proactively the user through that channel? 

    Regards

    0
  • Ivan Miquiabas
    Zendesk Customer Care
    Hi Aishat,
     
    Thanks for reaching out!
     
    If you are referring to Chat Mobile SDK, Yes it does work, although with some limitation. When a customer visits your mobile app with a Chat mobile SDK installed, Zendesk Chat recognizes the page title as Mobile chat connected. This can be used as a condition for all Chat triggers to fire only for mobile app users. 
     
    Please check the details on this article to know more.  
     
     
    Cheers! 
    0

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