Invite when the customer is using a specific browser |
Browser type |
|
|
Current chat status |
|
Invite based on the URL of the page being visited. |
Current URL |
For example, if you specify /products/shoes.html, then the URL of the current page view must contain that exact phrase. |
Invite only when an agent is available in a specific department. "How do I configure an invitation to route to a specific departments?" |
Department is Available |
Also applies to rollover departments. |
Invite based on the URL of the first page the customer sees on your site |
Entry URL |
Since the entry URL for a particular visit does not change, each page view checks this criteria. To avoid repeated chat invitations during a visit, use this together with the Seconds since last chat or last chat invite criteria. |
Invite only when the customer has already been invited using a specific chat invitation |
Last Chat Invite |
|
Invite only after customers have viewed a certain number of pages on your site |
Minimum Page Views this visit |
|
Invite based on the URL of the page a customer has just left (the page visited before the customer's current page). |
Previous URL |
For example, if you specify /products/shoes.html, then the URL of the previously visited page must contain that exact phrase. |
Invite based on the URL of the page from which the customer entered your site |
Referrer URL |
Since the referral URL for a particular visit does not change, each page view checks this criteria. To avoid repeated chat invitations during a visit, use this together with the Seconds since last chat or last chat invite criteria. |
Avoid sending an invitation too soon after the customer completed a chat or received a previous invitation |
Seconds since last chat or last chat invite |
The minimum amount of time (in seconds) that must elapse since the customer's last chat or chat invitation before a new chat invitation is shown. |
Invite when the customer is in a specific country |
Customer's Country |
You can select multiple countries. |
Invite all customers, first-time customers, or repeat customers? |
Who to Invite |
For inviting all customers, do not use this criteria. |
Invite customers whose email addresses contain specific characters |
Customer Email |
|
Invite according to information gathered about customers, which contains specific characters |
Customer Info |
|
Invite customers whose names contain specific characters |
Customer Name |
|
Invite customers whose phone numbers contain specific characters |
Customer Phone |
|
Invite customers whose names contain specific characters |
Customer Ref |
|
Invite according to regular expressions |
Current URL, Entry URL, Previous URL, Referrer URL, Customer Email, Customer Info, Customer Name, Customer Phone, Customer Ref |
For example, to match only page URLs that contain "/products/shoes.html AND a parameter with the value dress, the page URL you would use the simple regular expression "/products/shoes\.html.*dress". This is enabled for all containment matching criteria, so all criteria involving containment must use a regular expression for proper matching. |
Invite from all other pages except one, for example your home page |
multiple settings |
- Page URL matches regular expression must have the dollar sign appended to the page: yourhomepage.com/$
- The Activate custom invite action must not be selected
|