Visitor popup event setup
Show targeted messages, images, surveys or linked offers to website visitors when an event matches.
What it is
Visitor Popup displays an offer or message when a website visitor meets an event's rules. You can show text, an image, an embedded page or a notification, and choose what happens when the visitor clicks. Related event types include Survey, Join the Call and Click to Call.
Who uses it and why
- Administrators with the Settings or Manager role create targeted offers and choose their presentation and destination.
- Developers help with custom destinations, website containers and embedded content.
- Visitors read the offer and can follow its link, open chat or begin the selected task.
Where to find it
Open Settings › Events › Visitor Events, then choose Visitor Popup as the event Type. The Settings or Manager role grants access to visitor events and surveys, subject to delegated permissions. Create survey content in Settings › Events › Surveys, then select it in a Survey event.
How it works
INSIDE checks the event's trigger, filters, schedule and cooldown before sending its visitor action. It selects language-specific content and fills in macros using available visitor, order and task information. Blocked visitors and visitors in an active stream are excluded from these notifications.
Popup link can open chat, follow a custom destination or play configured video content. With Open Chat, Trigger Task can start a selected task. A popup that only opens an external destination does not automatically become a chat interaction.
To react to a click, create another event using Popup Click and select the source Popup. That rule can perform further actions. The popup's identity can follow an open-chat or task interaction into later conversation attribution.
Configure it
- Create a Visitor Popup event and set its trigger and visitor filters.
- Choose Style and complete the content fields it reveals, such as Message, Image or Iframe URL.
- Add translations for Message, Header text and Footer text where needed.
- Choose Popup link and any Trigger Task selection.
- Set desktop and mobile positions, appearance, timeout and click behaviour, then save and enable the event.
Use Only trigger if chat is available if the offer should depend on chat availability. Sticky keeps the offer available across subsequent pages. For an offer inside your website layout, Use website container exposes Container id (optional) and Replace container contents for your developer to configure.
Settings
| Setting | Where | Applies to | Default | Who can change it | What it does |
|---|---|---|---|---|---|
| Style | Settings › Events › Visitor Events | website | Text | Settings role, Manager role | Selects Text, Image, Iframe or Notification presentation for the popup. |
| Message | Settings › Events › Visitor Events | website | Not set: no popup message text | Settings role, Manager role | Supplies the popup message in the configured languages. |
| Header text | Settings › Events › Visitor Events | website | Not set: no heading | Settings role, Manager role | Adds a localised heading. |
| Footer text | Settings › Events › Visitor Events | website | Not set: no footer text | Settings role, Manager role | Adds localised text below the main content. |
| Popup link | Settings › Events › Visitor Events | website | None | Settings role, Manager role | Chooses no destination, Open Chat, Custom URL, Play Video Feed or Play Company Shows. |
| Trigger Task | Settings › Events › Visitor Events | website | Off | Settings role, Manager role | Starts the selected task through a popup that opens chat. |
| Position (Desktop/Tablet) | Settings › Events › Visitor Events | website | Bottom Right | Settings role, Manager role | Sets popup placement for desktop and tablet visitors. |
| Position (Mobile) | Settings › Events › Visitor Events | website | Bottom Right | Settings role, Manager role | Sets popup placement for mobile visitors. |
| Hide popup after | Settings › Events › Visitor Events | website | Not set: no automatic hide timer | Settings role, Manager role | Sets a popup display timeout in seconds. |
| Sticky | Settings › Events › Visitor Events | website | Off | Settings role, Manager role | Keeps the visitor notification available across subsequent page views. |
| Only trigger if chat is available | Settings › Events › Visitor Events | website | Off | Settings role, Manager role | Adds a chat-availability condition to the event. |
| Close popup on click | Settings › Events › Visitor Events | website | Off | Settings role, Manager role | Closes the popup when its content is clicked. |
| Survey | Settings › Events › Visitor Events | website | First survey in description order; no selection if no surveys exist | Settings role, Manager role | Selects the survey for a Survey event. |
Permissions
| Permission | Lets you |
|---|---|
| Settings | Manage popup and survey events, subject to delegated permissions. |
| Manager | Manage popup and survey events, subject to delegated permissions. |
Limits and good to know
- Sending an offer does not prove that the visitor saw or clicked it.
- A popup's own Cooldown is separate from chat eligibility and task-start requirements.
- Play Video Feed requires suitable approved video content and does not send its offer to a visitor who already has a chat.
- Survey uses an existing survey definition; it does not create questions in the event editor.
- Check the result in your actual desktop and mobile chat experience, especially for images, embedded content and custom containers.
Depends on and works with
+2 more · this feature uses
- Company Shows with prerecorded videosEnhances
Popup links can play a selected Company Show.
- Event, link and Virtual Assistant reportsRelated
Popup Events reports distinguish views, clicks and resulting chats.
View all connections as a list
This feature uses
- Visitor event rules and actionsRequires
Visitor event rules control when offers are sent.
- Visitor event targeting conditionsConfigured by
Visitor filters select the audience for each offer.
- Visitor event and bot schedulesConfigured by
Dates can limit offer times.
- Visitor popups and embedded contentRequires
The visitor chat experience renders popups and embedded offers.
- Visitor survey questions and scoresConfigured by
Survey events display questions from the selected survey definition.
- Virtual Assistant task setupConfigured by
The selected task defines the journey started by an open-chat popup.
- Proactive chat invitationsEnhances
A Popup Click event can lead to a proactive chat action.
- Click to Call callback formConfigured by
Click to Call events use the selected callback form and its configured integration.
- Company Shows with prerecorded videosEnhances
Popup links can play a selected Company Show.
- Event, link and Virtual Assistant reportsRelated
Popup Events reports distinguish views, clicks and resulting chats.
Used by
- Time-based visitor event triggersEnhances
Timed rules can trigger visitor offers or popups.
- Visitor popups and embedded contentConfigured by
Triggered offer settings supply content, placement and click behaviour.
- Visitor event rules and actionsEnhances
A matching event can display a visitor popup or survey.
- Event, link and Virtual Assistant reportsConfigured by
Popup event settings define the offers and destinations measured by Popup Events.
FAQ and troubleshooting
Why does a matching visitor see no popup?
Check Enabled, the trigger, visitor filters, Dates, cooldown and any availability restriction. Also check that the visitor is not blocked or in a stream.
Why does clicking my popup not start a task?
Use Open Chat, enable Trigger Task and select an eligible task. A normal external link does not automatically start one.
How do I run a different action after a click?
Create a second event with Popup Click in Test for this event, then select the original Popup and configure its action.
Why does the popup look different on mobile?
Position (Mobile) is separate from Position (Desktop/Tablet). The selected style and your visitor chat experience also affect presentation.