Create a proactive trigger
Start a helpful conversation at the right moment without interrupting every visitor.
Someone has been reading the TopSoft4U pricing page for half a minute. They may need help choosing a plan. Triggers let you offer that help at the right time, based on a page visit, time spent reading or another signal. Start with one relevant invitation.
Review existing triggers first
The list shows each trigger's type, condition and whether it's active. Review it before creating another one. If a message needs changing, disable the trigger first so a visitor won't see half-finished wording while your team edits it.
Create the rule
Choose New trigger and give it a descriptive name, such as Pricing page help. Select its type and fill in the fields shown for that choice. A timed invitation needs a delay. A rule tied to a page needs the matching URL. By default, no invitation appears when every operator is offline. To change that, turn on Fire when no operators are online. The message editor can insert the visitor name, page, operator or organization name.
Write the invitation and test it
For the pricing page, write: Need help choosing a plan? The visitor knows what the invitation is for. Set the precise page path and a delay that gives them enough time to read. Keep the trigger enabled only after checking the page, timing, and message in staging.
Pick the trigger that fits the visit
Time on Page works when a visitor spends a while reading an offer. Visited Page limits a message to a path such as pricing. First Visit is useful for welcoming someone new, while Exit Intent can offer help as they leave. A Proactive Invitation can combine signals when one condition is not precise enough.
Before enabling the trigger, decide whether it should fire when all operators are offline. A useful invitation offers a clear next step. Otherwise it risks interrupting someone who was close to finding an answer.
Avoid interruption fatigue
Try one invitation first. After a week, look at the conversations it started and how many people dismissed it. If visitors ignore it, adjust the timing or wording before adding another trigger to the same page.
Was this page helpful?