Visitor popups and embedded content
Show event-driven offers, information and surveys as page popups or content embedded in your website.
What it is
The Visitor Popup action displays offers or information when a visitor event triggers. Popups can contain text, artwork, a framed page or a notification; the separate Survey action displays survey questions. You can place the content over the page or embed it in a website container.
Who uses it and why
Users with the Settings or Manager role configure the event and its popup action, subject to view-only restrictions. Visitors see the content when they meet the event conditions and can follow its link, open chat, answer a survey or close it.
Where to find it
Open Settings › Events › Visitor Events with the Settings or Manager role. Edit the event's popup or survey action to set its content and appearance. Editing may be restricted by view-only access.
How it works
- A visitor meets the event's trigger and conditions.
- INSIDE receives the configured action and renders the content at the chosen device position or in the specified website container.
- A popup can show a close control, a page cover or a countdown. A timed popup hides after its configured interval.
- Clicking can open chat, visit a link or run another configured action. Popup clicks are associated with the originating event.
Embedded content can be added to a container or replace its contents. Framed content has its own dimensions, scrolling and close-control placement.
Configure it
Create or edit a visitor event, then configure its targeting and popup action. Choose Style, supply the content and set Popup link where needed. Survey actions use Survey instead.
Choose Position (Desktop/Tablet) and Position (Mobile) separately. If you use Hide popup after, decide whether to enable Show Countdown. Set Close popup on click and Use window cover to suit the interaction.
For embedded offers, enable Use website container and provide Container id (optional) where needed. Coordinate the container with your website developer before selecting Replace container contents.
Fields
| Field | Where | Required | What it is for |
|---|---|---|---|
| Style | Settings › Events › Visitor Events | No | Choose Text, Image, Iframe or Notification content for a popup action. |
| Survey | Settings › Events › Visitor Events | No | Select the survey for a survey popup action. |
| Position (Desktop/Tablet) | Settings › Events › Visitor Events | No | Choose popup placement on desktop and tablet. |
| Position (Mobile) | Settings › Events › Visitor Events | No | Choose the separate mobile placement. |
| Hide popup after | Settings › Events › Visitor Events | No | Set a time in seconds after which the popup hides. |
| Show Countdown | Settings › Events › Visitor Events | No | Show the countdown for a timed popup. |
| Use website container | Settings › Events › Visitor Events | No | Display the popup content inside a website element. |
| Container id (optional) | Settings › Events › Visitor Events | No | Identify the website container used for embedded content. |
| Replace container contents | Settings › Events › Visitor Events | No | Replace existing container content rather than adding to it. |
| Popup link | Settings › Events › Visitor Events | No | Choose what clicking the popup does, such as opening chat or a custom URL. |
| Close popup on click | Settings › Events › Visitor Events | No | Close the popup when its click action runs. |
| Use window cover | Settings › Events › Visitor Events | No | Add a coloured cover behind the popup. |
| Only trigger if chat is available | Settings › Events › Visitor Events | No | Limit the popup action to times when chat is available. |
Permissions
| Permission | Lets you |
|---|---|
| Settings | Configure visitor-event popup actions when editing is permitted. |
| Manager | Configure visitor-event popup actions when editing is permitted. |
Limits and good to know
- Placement controls affect presentation. Event conditions and schedules decide eligibility and timing.
- A popup that opens chat can be limited using Only trigger if chat is available.
- Replacing a container removes its existing contents from that displayed area.
- A framed page must permit embedding and fit the configured dimensions. Its own scrolling may need to be enabled.
- Check both mobile and desktop placement against the actual website layout.
Depends on and works with
View all connections as a list
This feature uses
- Image and font librariesEnhances
Images can supply popup artwork.
- Visitor event rules and actionsRequires
A visitor event delivers the popup action.
- Visitor event targeting conditionsConfigured by
Event conditions decide which visitors qualify.
- Visitor event and bot schedulesConfigured by
Event schedules can limit when popups appear.
- Visitor popup event setupConfigured by
Triggered offer settings supply content, placement and click behaviour.
- Virtual Assistant task steps and branchesEnhances
A popup click can trigger a configured task.
- Visitor survey questions and scoresEnhances
A popup can display survey questions.
Used by
- Visitor survey questions and scoresEnhances
Visitor events can display a survey in a popup or website container.
- Visitor popup event setupRequires
The visitor chat experience renders popups and embedded offers.
FAQ and troubleshooting
Why does my popup never appear?
Check that the visitor meets the event trigger, conditions and schedule. If Only trigger if chat is available is enabled, check chat availability too.
Why is the embedded offer missing?
Check that the configured website container exists on that page and can be identified by the supplied value. Have your website developer check pages with different layouts.
Why does the popup disappear automatically?
Check Hide popup after. A click may also close it if Close popup on click is enabled.
Why does a linked page appear blank inside the popup?
The destination may prevent framing, or its dimensions and scrolling may be unsuitable. Check the framed page and popup settings with your website developer.