Go to the “Triggered messages” – “My messages” section and click the "Create new message" button at the top right corner of the section.
Choose the type of triggered message you want to create:
Then you can choose a template you like or create a design yourself ("Create a triggered message from scratch"). You can also save any triggered message as a template and use it later.
Webhook — sending HTTP POST-requests to a URL the moment the necessary conditions have been met. Find more information about webhooks here.
Displaying pop-ups with unique layouts;
Social media retargeting;
Tracking events in Google Analytics;
Inserting forms into your website.
You can find more details here.
Create and save an email template in any service you like;
Find its HTML code and copy it (press "Export as HTML" in MailChimp);
Open the saved file in a text editor;
Copy this text and paste it into Dashly (Triggered messages – My messages – Create new message – Сontent – HTML);
Don't forget to add the Unsubscribe link;
You can also add an A/B test to any message you want.
💡 Trigger tab
A trigger is any user action (event) used to initiate an triggered message sending.
❗ Important: If you’ve set up several triggers to a triggered message, the message will be sent once ANY of these triggers work.
You can create any event to use as a trigger with our Tracking master. If you need to track user activity recorded in your backend (like Registered, Signed in, Made an order, etc.), look for the details here and here.
Choose when to send the triggered message after the event is completed: right after the event is completed, or after a time lag.
Delete the message if there is no reply
If you launch some temporary campaign (a Christmas campaign or a notification about maintenance works on your website for example), you can set when this message will be stopped for sending and deleted for users who didn't reply to it (clicking on a link or pressing a button in it also counts as a reply).
This message will stay in the Conversation history of the lead card for the operator to see if a certain triggered message was sent or not and proceed with a conversation depending on that.
❗ Important: you can only configure this condition for pop-ups and chat messages.
At what time the trigger should work
Set when the message will be sent: at any time or only in a particular time slot.
This configuration is needed when you know that after your message users will be most likely to contact support.
💡 Audience tab
You can limit what audience may receive your triggered message, as you may not want to address it to every lead who triggered it.
On the Audience step, select the lead segment you want to send this message to.
Show to leads who satisfy filters
"All" equals logical "AND". In other words, all conditions must be met for a user to count as the audience of the triggered message.
"Any" equals logical "OR". In other words, if at least one condition is met, the lead will match the triggered message audience.
Property requirements leads must meet before triggering the message
Event requirements leads must meet before triggering the message.
❗ Important: If a triggered message has a timeout (which you can set on the "Trigger” tab), then events and properties from the “Audience” tab will be reviewed after this time period has passed.
On the left side of the tab you may see the segments you have. If you have one ready and fitting for the audience of your triggered message, you can just choose the it and properties and event conditions will apply automatically.
💡 Sending settings tab
You can enable your triggered message to only be sent to one user once, or allow for a resend after some period of time, provided that the user has triggered the message again. A triggered message can also be allowed to resend again only to the users who haven’t answered it.
The control group option is used for experimenting on how communications affect user behavior. A control group is a percentage of people who will not receive the message despite falling under the sending conditions. The leads to be excluded from the triggered message receivers are selected randomly.
Visitor's status at the moment of sending
If a pop-up or a chat message is sent when a user is not on your website, they will see this message next time they visit the website, which in some cases may be considered faulty automation logic. To make sure that doesn’t happen, you can send messages depending on the user status. For example, you can set a triggered message to only be sent to users with the “Online” or “Sleeping” status.
💡 Goal tab
Select a goal you want to achieve with this message. Read more about goals in this article.
💡 Review and launch tab
Check your settings and enter the name for your triggered message. You can also assign a message to a specific folder so it would be easier for you to find it later.
Events for message sequences
To create a sequence of messages, activate custom events for preceding messages of the sequence. After that you'll be able to choose these events as a trigger for the messages that are supposed to follow.
Click "Create and launch" if all settings are correct and you want to launch your triggered message right now or click "Create and launch later".