Visitor event targeting conditions
Choose which visitors qualify for an event using their activity, page, conversation and customer information.
What it is
Only Include and Exclude define who an event applies to. You can target visitor activity, conversation state, pages, baskets, location, channels and custom information. INSIDE checks the information available when the event is evaluated.
Who uses it and why
- Administrators and supervisors with Settings or Manager access define the audience for an event.
- Developers supply custom information and filters when the standard choices do not cover the website's needs.
- Bot Trainer users expose stored task answers for event targeting.
Where to find it
The Settings or Manager role grants access to visitor events and custom mappings, subject to delegated permissions. Open an event in Settings › Events › Visitor Events and use Only Include and Exclude. Custom mappings are in Settings › Events › Visitor Data Mapping. Task fields require the Bot Trainer role and are in Settings › Bots › Virtual Assistant › Data Fields.
How it works
Drag filters into Only Include or Exclude, then fill in their values. All configured conditions must pass. Several values inside one list filter are alternatives; separate filter cards remain separate checks.
| Target | Examples of available filters |
|---|---|
| Visitor | Returning, Logged in, First Time Visitor, Mobile, Desktop, Vip, Opportunity, Flags, Score |
| Conversation | Has Active Chat, Has Assigned Chat, Proactive Chat, Reactive Chat, Chat Available, Chat Phrase, message counts and Conversation tag |
| Page | Page Type, Page Name, Custom Tag, Category, Page SKU, Page Price, Page Performance, URL |
| Commerce | Has Basket, Abandoned Cart, Cart Value, Basket Contents (SKU), Sales Total, Last Sale |
| Location and acquisition | Country, state, city, postcode, distance, Language and referral campaign information |
| Organisation and channel | Company, Department, Channel Name, platform, Subsites, subsite brand, region and country, Skills |
Numeric ranges include both endpoints. Numeric text is compared as a number where a numeric comparison is required. Missing or invalid numeric values do not satisfy a numeric range.
List text matching can find a case-insensitive part of a value. It is not always an exact-text check. For example, a short page-name value can also match a longer page name containing that text.
Configure it
Choose the trigger before setting the filters so the relevant data will exist when INSIDE checks the event. Set minimum and maximum values in the units shown by each filter.
Use Visitor Data Mapping for custom website information. A task field must have storage configured and Can Use in Events enabled before it appears in event filters. Registered custom filters may also be available.
For sampling, choose an event, session, view or lifetime random-number filter. These have different lifetimes. Use the control-group feature when you need its persisted proactive holdout behaviour.
Settings
| Setting | Where | Applies to | Default | Who can change it | What it does |
|---|---|---|---|---|---|
| Only Include | Settings › Events › Visitor Events | website | Not set: no inclusion conditions; an event with no visitor conditions does not run | Settings role, Manager role | Adds conditions the visitor must meet. |
| Exclude | Settings › Events › Visitor Events | website | Not set: no exclusion conditions | Settings role, Manager role | Adds conditions the visitor must not meet. |
| Can Use in Events | Settings › Bots › Virtual Assistant › Data Fields | website | Off | Bot Trainer role | Makes a stored task data field available in event filters. |
Permissions
| Permission | Lets you |
|---|---|
| Settings | Manage visitor event filters and Visitor Data Mapping, subject to delegated permissions. |
| Manager | Manage visitor event filters and Visitor Data Mapping, subject to delegated permissions. |
| Bot Trainer | Manage task data fields that can be used in event filters. |
Limits and good to know
- A visitor event needs at least one visitor condition to run.
- The available platform and custom choices depend on the website's configuration.
- A filter cannot supply missing tracking or customer information. Check what the website actually sends.
- Custom regular-expression filters need careful review when exact matching matters.
- A page timer checks targeting again after the wait, so changed visitor or page information can prevent the action.
Depends on and works with
+11 more · this feature uses
- Page tags and conversation tagsEnhances
Custom page tags can be used in filters.
- Sentiment and emotionEnhances
Sentiment can be used to target happy or unhappy visitors.
- Tags and conversation dataEnhances
Conversation tags can be used in targeting.
- Skillsets and skills-based routingEnhances
Visitor skills can be used in filters.
- Basket trackingEnhances
Basket contents and value supply commerce conditions.
- Purchase tracking and sales totalsEnhances
Recorded sales supply purchase filters.
- Proactive chat control group settingsEnhances
Control-group membership is available as a visitor filter.
- Virtual Assistant task data fieldsConfigured by
Stored task fields appear in event filters when Can Use in Events is enabled.
- SubsitesEnhances
Subsite, brand, region and country support targeting.
- Integration script selection for automated actionsEnhances
Registered custom filters extend the available choices.
- Video Feed for visitorsConfigured by
Video Feed settings control the viewing thresholds used by video-targeting conditions.
+11 more · used by
- Visitor event rules and actionsRequires
A visitor event needs at least one visitor condition before it can run.
- Proactive chat invitationsConfigured by
Visitor filters select the audience.
- Proactive chat control group settingsEnhances
The In Control Group filter can use the visitor's membership.
- Visitor popup event setupConfigured by
Visitor filters select the audience for each offer.
- Visitor event updates to customer contextConfigured by
Targeting restricts who receives state changes.
- Visitor event alerts for operatorsConfigured by
Filters select the qualifying visitors.
- AI feature settings and change historyConfigured by
Visitor targeting conditions restrict feature selection.
- Autonomous agents for proactive chatConfigured by
Event and AI feature conditions both restrict eligible visitors.
- AI spam checks for incoming conversationsConfigured by
Platform and visitor conditions determine eligible conversations.
- Reusable AI skills and instructionsConfigured by
Visitor conditions determine skill eligibility and automatic activation.
- Click to Call callback formConfigured by
Event targeting determines which visitors receive the entry option.
View all connections as a list
This feature uses
- Visitor event rules and actionsRequires
Visitor events use these filters when their trigger occurs.
- Visits and returning visitorsEnhances
Visit counts and returning status can be used in targeting.
- Visitor page and product trackingEnhances
Page information supplies page filters.
- Browser language and device contextEnhances
Device, language and page performance supply targeting context.
- Visitor locationEnhances
Visitor location supports geographical targeting.
- Visitor referrers and campaignsEnhances
Referral and campaign data support acquisition filters.
- Visitor data mapping for targetingConfigured by
Visitor Data Mapping defines the custom values available in event filters.
- Visitor flags and custom scoresEnhances
Flags and scores can qualify visitors.
- Page tags and conversation tagsEnhances
Custom page tags can be used in filters.
- Sentiment and emotionEnhances
Sentiment can be used to target happy or unhappy visitors.
- Tags and conversation dataEnhances
Conversation tags can be used in targeting.
- Skillsets and skills-based routingEnhances
Visitor skills can be used in filters.
- Basket trackingEnhances
Basket contents and value supply commerce conditions.
- Purchase tracking and sales totalsEnhances
Recorded sales supply purchase filters.
- Proactive chat control group settingsEnhances
Control-group membership is available as a visitor filter.
- Virtual Assistant task data fieldsConfigured by
Stored task fields appear in event filters when Can Use in Events is enabled.
- SubsitesEnhances
Subsite, brand, region and country support targeting.
- Integration script selection for automated actionsEnhances
Registered custom filters extend the available choices.
- Video Feed for visitorsConfigured by
Video Feed settings control the viewing thresholds used by video-targeting conditions.
Used by
- Visitor referrers and campaignsEnhances
Referrer conditions can use acquisition context when targeting visitor events.
- Visitor data mapping for targetingEnhances
Event targeting can use mapped values as conditions.
- Visitor flags and custom scoresEnhances
Event conditions can select visitors using flags and scores.
- Visitor actions and eventsConfigured by
Rule conditions decide whether a triggered visitor event runs its actions.
- Time-based visitor event triggersRequires
A timed visitor event needs at least one qualifying visitor condition before its action can run.
- DepartmentsConfigured by
Visitor conditions supply channel and skill matching criteria.
- Skillsets and skills-based routingConfigured by
Visitor conditions determine which skills match a visitor.
- Visitor popups and embedded contentConfigured by
Event conditions decide which visitors qualify.
- Visitor event rules and actionsRequires
A visitor event needs at least one visitor condition before it can run.
- Proactive chat invitationsConfigured by
Visitor filters select the audience.
- Proactive chat control group settingsEnhances
The In Control Group filter can use the visitor's membership.
- Visitor popup event setupConfigured by
Visitor filters select the audience for each offer.
- Visitor event updates to customer contextConfigured by
Targeting restricts who receives state changes.
- Visitor event alerts for operatorsConfigured by
Filters select the qualifying visitors.
- AI feature settings and change historyConfigured by
Visitor targeting conditions restrict feature selection.
- Autonomous agents for proactive chatConfigured by
Event and AI feature conditions both restrict eligible visitors.
- AI spam checks for incoming conversationsConfigured by
Platform and visitor conditions determine eligible conversations.
- Reusable AI skills and instructionsConfigured by
Visitor conditions determine skill eligibility and automatic activation.
- Click to Call callback formConfigured by
Event targeting determines which visitors receive the entry option.
FAQ and troubleshooting
Why did a visitor fail a rule after matching one filter?
Every filter must pass. Check the other Only Include and Exclude cards, including repeated cards of the same type.
Why does my text filter match more pages than expected?
List matching can find text within a longer value. Use a more specific value or ask your integration developer to review the matching rule.
Why is a task data field missing?
Check that it stores its answer and has Can Use in Events enabled. A field without storage is not offered as an event filter.
Why does a basket rule never match?
Check that INSIDE has received the basket contents and value, then check the trigger and units used in your filters.