How to create a triggered message

Launch emails, pop-ups or chat messages to communicate with your users automatically

Go to the “Triggered messages” – “My messages” section and click the "Create new message" button at the top right corner of the section. 

💡 Content

Choose the type of triggered message you want to create: 

  • Chat message

  • Pop-up

  • Pop-up builder

  • Email

  • Webhooks

  • JavaScript

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.

The first 4 types of triggered messages are basically default Dashly triggered message types you can send to your visitors/users, however, Webhooks and JavaScript are a bit more tricky to implement. 

Webhook — sending HTTP POST-requests to a URL the moment the necessary conditions have been met. Find more information about webhooks here.

The JavaScript triggered message may help you with the following:

  • 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.

If you are already using a HTML or JavaScript template in some other platform (like MailChimp), you can use it in Dashly as well. Here’s how you can do it with an HTML template:

  • 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.

Trigger

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.

Timeout

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.

Lead properties

Property requirements leads must meet before triggering the message

Lead events

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

Resending

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.

Control group

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.

Sending a message on pages

  • Select pages

If you want to show a triggered message or a leadbot on specific pages, you need to select the "Select pages" option. You can select a page with an exact address or include a part of the address - in this case a message it will appear on all pages that contain a combination of entered symbols.

The logical "OR" operator works here - in other words if you select several pages, the message will appear on any of them.

The message will be shown on https://example.com/men/shoes/123/ and https://example.com/women/shoes/123/ pages.

  • Exclude pages

You can also configure the exclude pages. In this case, the logical "AND" operator will work. If the user chooses not to show triggered message or a leadbot on pages A and B, then it will not be shown on both.

The message will not appear on https://example.com/pricingand on all pages that include "price" in the URL.

❗ Important: you can choose to either show on certain pages or exclude pages, but not both options at the same time.

  • How to include utm tags and all parameters

If you need to set the exact address with utm tags, use the "With address and all parameters" option. It will be enough to enter the address of the page on which you want to show or not to show the triggered message, and utm tags or anchor links will be taken into account automatically.

The message will be shown on https://www.example.com/shoes, https://www.example.com/shoes?utm_source=google and https://www.example.com/shoes/#brogues as well. 

  • How to use * symbol

If you want to select multiple pages, use * as a wildcard. It (*) matches any number of characters (including -, _, -). You can use it (*) anywhere in a line.

Example:

The combination ma* will include the words marketing, margin, mathematics, but not German, barman.
The combination *away will allow for the words takeaway and getaway.
The combination m*ing will allow you to include the words marketing, making, masking, etc.

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".

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