Triggers play a vital role in defining the starting point of a flow in Tidio. In this article, we will explore the concept of triggers and all the options available so that you can create dynamic and effective flow experiences.
Adding a trigger
The main idea behind building flows is to create maps that show the chat exactly what to do and when. A trigger tells the flow when to start the process.
So, the first step in creating a flow is to choose the right trigger that will tell your flow when to start.
Triggers in Tidio are divided into three main types, each serving a unique purpose:
- Time-based triggers: These triggers are activated based on a specific time or a predefined period of time.
- Action-based triggers: These triggers are fired when the user performs a specific action on the site, such as clicking a button or scrolling a page.
- Event-based triggers: These triggers are fired when a specific event occurs, such as adding an item to a shopping cart.
Once you have the starting point defined, you can add and connect the actions that will occur after the trigger happens. Since the grid shows the logical chain of events, the actions must be connected in chronological order. The line connecting them should be drawn from the action to the response that follows it.
Triggers available
Click one of the links below to quickly jump to a specific trigger:
First visit to the site
The flow begins when a new visitor arrives on your site for the first time.
The visitor returns to the site
The flow begins when the visitor returns to your site (is not a new visitor).
The visitor opens a specific page
The flow starts when the visitor opens a page you defined within the trigger.
The visitor clicks the chat icon
The flow begins when the visitor clicks on the Tidio chat icon that appears on your website.
From another stream
This is a dedicated trigger used in creating portals. A flow with this trigger will only be fired if another flow (source device) specifically targets it with an action for another flow .
The visitor scrolls the page.
The flow will be triggered when the visitor scrolls your site a certain percentage.
The mouse leaves the window.
The flow begins when the visitor’s mouse cursor leaves your website window for more than 5 seconds.
On certain days and times
The stream only starts on the specified days and times.
Shopify – Visitor adds to cart
The flow will trigger when a visitor adds an item to their cart. At this point, it only works when the Shopify integration is active.
New event
The flow starts with a new event. The event can start directly from the API, or you can enable automatic events in your settings.
The visitor hasn’t contacted you for a while.
The flow starts when the visitor has not contacted you for a specified period of time. The flow will only work if the visitor has left you an email address.
Abandoned form
The flow begins when the visitor fills out the form and then leaves it.
The reviewer says
The flow starts based on defined phrases or words.
The visitor selects a department
The flow will be triggered when the visitor selects a specific department. Please keep in mind that this flow will only work when you have the Departments feature enabled.
Instagram – Comment on a story
The flow begins when a visitor reacts to your Instagram story.
The visitor clicks the launch button for the flow
The flow starts when the visitor clicks the Launch Flow button. The button is shaped like a robot icon, and appears in the bottom left corner of the Tidio chat window. You can learn about the Launch Flow button here.
The operator does not respond during the call.
The flow starts when an operator has already been assigned to a call but has not responded for a specified period of time. If the conditions are met, the flow can occur once an hour.
The operator activates the flow.
The flow starts when the operator activates the flow during a chat conversation. The flow will manage the conversation.
The operator does not answer the call.
The flow starts when the operator has not opened a new incoming chat (it remains unassociated). If the conditions are met, the flow can occur once every 24 hours.
The operator marks a call as a button.
The flow begins when the operator clicks the Resolved button in the chat conversation.
By understanding triggers in Tidio, you can create flows that respond to specific visitor actions, operator engagement, and interactions with flow buttons/types. Effective use of triggers allows you to design flow experiences that improve customer interactions, automate processes, and provide personalized assistance. Leverage triggers to unleash the full potential of your flows.
Best practices
To get the most out of your triggers in Tidio, there are a few best practices to consider:
- Set clear triggers: Make sure your triggers are clear and precise. This will help you understand when and how your flows are triggered.
- Experiment with different triggers: Feel free to try different triggers to see what works best for your audience. Every audience is unique, so what works for one may not work for another.
- Track results: Use analytics tools to track the results of your flows. This can help you understand which triggers are driving the best results.
- Improve your flows: Based on the data you collect, improve your flows to increase engagement and conversions.
- Listen to feedback: Consider feedback from your users. This can provide valuable insights into what works and what doesn’t.
Using these best practices, you can maximize the potential of your triggers and create better user experiences.
Fun fact: Tidio lets you set triggers based on user behavior, like “visitor scrolls down the page.” This can be used to offer discounts or additional information, thus increasing engagement and conversions on your site!
Tip: When you set up a “visitor scrolls down” trigger, try triggering a message that offers help or more information. This can increase user engagement on your site!