Popup Clicked

This rule fires when the contact clicks a pop-up.

This rule is not used by Guide. It is provided for existing digital chat customers who may have implemented this rule. It is unavailable for new customers.

Create This Rule

  1. Click the app selector and select ACD.

  2. Go to GUIDE > Engagement Rules.

  3. Click Add engagement rules.

  4. Enter a Name for the rule. Since you can assign multiple actions to the same rule, use a name based on the event or conditions rather than an associated action.

  5. From the Event drop-down, select Popup clicked.

  6. From the Application type drop-down, select Browser or Native. This changes the conditions that are available for this rule. See the sections below for details.

  7. In the Delayed execution field, enter the number of seconds that Guide should wait after the selected event occurs before firing the rule. If you want it to happen immediately, enter 0.
  8. Click Save.
  9. From the detail page, click Activate when your rule is completely configured.

Add a Condition

  1. From the detail page, click Add Condition.
  2. Use the drop-down to select the condition you want. Refer to the table below for a list of conditions available for what you just created.
  3. Click Select.
  4. Some conditions require additional configuration. Refer to the table below for instructions.

Available Conditions: Browser

Condition Type Details and Instructions Requires Guide License?
Current page

This condition checks the page URL to fire the action.

    Page URL
  1. From the drop-down, select Equals, Not Equals, Contains, Does Not Contain, or Regex.
  2. Enter the URL for the page on your site. Separate multiple URLs on different lines.
  3. Click Save.
 No
Custom condition

Execute actions based on the response from the specified URL endpoint. The response from the endpoint should return boolean (true or false).

  • Enter the URL that returns the result of your rule.
 Yes
Custom variable

Checks a custom variable that was relayed to Guide using JS API.

  1. Click Add New Custom Variable.
  2. Enter your Custom variable.
  3. From the drop-down, select one of the following:
    • Equals (text).
    • Not Equals (text).
    • Contains (text).
    • Does not contain (text).
    • Regex (text).
    • Lower than (number).
    • Lower than or equal (number).
    • Equals (number).
    • Greater than or equal (number).
    • Greater than (number).
  4. Enter what the variable value should be for this condition. Separate multiple values on different lines.
  5. Click Add new custom variable to add more, or click Save.
 Yes
Date and time

Executes actions during or outside of specified time frames.

  1. Select a radio button to Include selected days and times or Exclude selected days and times.
  2. From the drop-down, select Day of the week or Date range.
  3. For Day of the week, select the checkbox for any day that should be a part of the condition.
  4. For Date range, type or use the pop-up calendar to select a start and end date.
  5. Use the Choose time slot options to specify times of day for this condition.
  6. Click Save.
No
Device Type

Executes actions based on the device your visitor is using, such as desktop, mobile, or tablet.

  1. Select the device types that you want this condition to apply to. Options are Mobile, Tablet, and Desktop. You can select multiple options.
 No
Excluded visitor tags

Executes actions based on the tags that a visitor does not have. Any visitor that does not have the tags you specify fires the action.

  1. Click Select. This opens a new page.
  2. Click Add for any tags a visitor should not have for the rule to fire.
  3. Click Back. This redirects you to the rule detail page.

Tags are assigned to visitors through an engagement rule that uses the Add tag to visitor action.

 Yes
External Referrer

Executes actions based on the external source that sent a visitor to your site.

  1. From the drop-down, select Equals, Not Equals, Contains, Does not contain, or Regex.
  2. Enter a site that sends visitors to your page. Separate multiple URLs on different lines.
  3. Click Save.
 Yes
Fingerprint

Executes actions based on data provided by the visitor's browser: OS, OS Version, Browser, Browser Version, Language, Country and Location.

  1. For each section you want to configure, use the drop-down to select In, Not In, Contains any of, Not contains any of.
  2. For each section, enter the value that matches the data type. Separate multiple values on different lines.
  3. Click Save.
 No
Included visitor tags

Executes actions based on the tags that are assigned to visitors. Any visitor that has the tags you specify fires the action.

  1. Click Select. This opens a new page.
  2. Click Add for any tags a visitor should have for the rule to fire.
  3. Click Back. This redirects you to the rule detail page.

Tags are assigned to visitors through an engagement rule that uses the Add tag to visitor action.

 Yes
Proactive action grace period

Executes actions based on the last time a proactive action was used. Any actions in this workflow that would be run during this time frame are skipped. The maximum grace period for proactive actions is 30 days.

  1. In the first field, enter a number of days from 0-29.
  2. In the second field, enter a number of hours from 0-23.
  3. In the third field, enter a number of minutes from 0-59.
  4. Click Save.
 Yes
Probability of execution

Executes actions based on a probability percentage.

  1. Use the slider to select a percentage. 100% means the action executes every time. 0% means the action never executes.
  2. Click Save.
 Yes
Scroll Depth

Executes actions based on how far on the page a visitor scrolls.

    Page URL

  1. From the drop-down, select Equals, Not Equals, Contains, Does not contain, or Regex.
  2. Enter the URL for the page on your site. Separate multiple URLs on different lines.

    3. Scroll Depth

  3. Add a percentage of the page. This value cannot be negative.
  4. Click Save.
 Yes
Time spent on current page

Executes actions based on the amount of time a visitor spends on a page. If the visitor switches pages, the timer is reset to 0.

Note the following:

  • To limit the action to specific pages, include the Current Page condition.

  • See also the Time spent on page condition, where the time is cumulative across page visits.

    Time spent

  1. Enter a number of seconds. This value cannot be negative.
  2. Click Save.
 Yes
Time spent on page

Executes actions based on the cumulative time that a visitor spends on selected pages.

Note the following:

  • If the visitor spends 30 seconds on a page, navigates to another page, and then returns to the original page, the time spent on the original page is 30 seconds plus any new time spent on the page.

  • See also the Time spent on current page condition, where the time is not cumulative across page visits.

    Page URL

  1. From the drop-down, select Equals, Not Equals, Contains, Does not contain, or Regex.
  2. Enter the URL for the page on your site. Separate multiple URLs on different lines.

    3. Time spent on page

  3. From the drop-down, select Lower than, Lower than or equal, Greater than or equal, or Greater than.
  4. Enter a number of seconds. This value cannot be negative.
  5. Click Save.
 Yes
Time spent on site

Executes actions based on how much time a visitor spent on your site. This depends on a specified period of time.

    Time spent on website

  1. From the drop-down, select Lower than, Lower than or equal, Equals, Greater than or equal, or Greater than.
  2. Enter a number of minutes. This value cannot be negative.

    3. Number of passed days

  3. From the drop-down, select Lower than, Lower than or equal, Equals, Greater than or equal, or Greater than.
  4. Enter a number of days. This value cannot be negative.
  5. Click Save.
 Yes
UTM Parameters

Executes actions based on information provided by the visitor's browser.

    Source

  1. From the drop-down, select Equals, Not Equals, Contains, Does not contain, or Regex.
  2. Enter a site that sends visitors to your page.

    3. Medium

  3. From the drop-down, select Equals, Not Equals, Contains, Does not contain, or Regex.
  4. Enter a type of link that can be used to get to your page.

    5. Campaign

  5. From the drop-down, select Equals, Not Equals, Contains, Does not contain, or Regex.
  6. Enter a specific product promotion or strategic campaign.

    7. Term

  7. From the drop-down, select Equals, Not Equals, Contains, Does not contain, or Regex.
  8. Enter a search term that leads visitors to your page.

    9. Content

  9. From the drop-down, select Equals, Not Equals, Contains, Does not contain, or Regex.
  10. Enter a specific item that can be clicked to bring visitor to your page.
  11. Click Save.
 Yes
Visited pages

Executes actions if a visitor has previously been on one or more specified pages.

  1. From the drop-down, select Equals, Not Equals, Contains, Does not contain, or Regex.
  2. Enter the URL of a web page for this condition. Separate multiple URLs on different lines.
  3. Click Save.
 Yes

Available Conditions: Native

Condition Type Details and Instructions Requires Guide License?
Custom condition

Execute actions based on the response from the specified URL endpoint. The response from the endpoint should return boolean (true or false).

  • Enter the URL that returns the result of your rule.
 Yes
Custom variable

Checks a custom variable that was relayed to Guide using JS API.

  1. Click Add New Custom Variable.
  2. Enter your Custom variable.
  3. From the drop-down, select one of the following:
    • Equals (text).
    • Not Equals (text).
    • Contains (text).
    • Does not contain (text).
    • Regex (text).
    • Lower than (number).
    • Lower than or equal (number).
    • Equals (number).
    • Greater than or equal (number).
    • Greater than (number).
  4. Enter what the variable value should be for this condition. Separate multiple values on different lines.
  5. Click Add new custom variable to add more, or click Save.
 Yes
Date and time

Executes actions during or outside of specified time frames.

  1. Select a radio button to Include selected days and times or Exclude selected days and times.
  2. From the drop-down, select Day of the week or Date range.
  3. For Day of the week, select the checkbox for any day that should be a part of the condition.
  4. For Date range, type or use the pop-up calendar to select a start and end date.
  5. Use the Choose time slot options to specify times of day for this condition.
  6. Click Save.
No
Device Type

Executes actions based on the device your visitor is using, such as desktop, mobile, or tablet.

  1. Select the device types that you want this condition to apply to. Options are Mobile, Tablet, and Desktop. You can select multiple options.
 No
Excluded visitor tags

Executes actions based on the tags that a visitor does not have. Any visitor that does not have the tags you specify fires the action.

  1. Click Select. This opens a new page.
  2. Click Add for any tags a visitor should not have for the rule to fire.
  3. Click Back. This redirects you to the rule detail page.

Tags are assigned to visitors through an engagement rule that uses the Add tag to visitor action.

 Yes
External Referrer

Executes actions based on the external source that sent a visitor to your site.

  1. From the drop-down, select Equals, Not Equals, Contains, Does not contain, or Regex.
  2. Enter a site that sends visitors to your page. Separate multiple URLs on different lines.
  3. Click Save.
 Yes
Fingerprint

Executes actions based on data provided by the visitor's browser: OS, OS Version, Browser, Browser Version, Language, Country and Location.

  1. For each section you want to configure, use the drop-down to select In, Not In, Contains any of, Not contains any of.
  2. For each section, enter the value that matches the data type. Separate multiple values on different lines.
  3. Click Save.
 No
Included visitor tags

Executes actions based on the tags that are assigned to visitors. Any visitor that has the tags you specify fires the action.

  1. Click Select. This opens a new page.
  2. Click Add for any tags a visitor should have for the rule to fire.
  3. Click Back. This redirects you to the rule detail page.

Tags are assigned to visitors through an engagement rule that uses the Add tag to visitor action.

 Yes
Proactive action grace period

Executes actions based on the last time a proactive action was used. Any actions in this workflow that would be run during this time frame are skipped. The maximum grace period for proactive actions is 30 days.

  1. In the first field, enter a number of days from 0-29.
  2. In the second field, enter a number of hours from 0-23.
  3. In the third field, enter a number of minutes from 0-59.
  4. Click Save.
 Yes
Probability of execution

Executes actions based on a probability percentage.

  1. Use the slider to select a percentage. 100% means the action executes every time. 0% means the action never executes.
  2. Click Save.
 Yes
UTM Parameters

Executes actions based on information provided by the visitor's browser.

    Source

  1. From the drop-down, select Equals, Not Equals, Contains, Does not contain, or Regex.
  2. Enter a site that sends visitors to your page.

    3. Medium

  3. From the drop-down, select Equals, Not Equals, Contains, Does not contain, or Regex.
  4. Enter a type of link that can be used to get to your page.

    5. Campaign

  5. From the drop-down, select Equals, Not Equals, Contains, Does not contain, or Regex.
  6. Enter a specific product promotion or strategic campaign.

    7. Term

  7. From the drop-down, select Equals, Not Equals, Contains, Does not contain, or Regex.
  8. Enter a search term that leads visitors to your page.

    9. Content

  9. From the drop-down, select Equals, Not Equals, Contains, Does not contain, or Regex.
  10. Enter a specific item that can be clicked to bring visitor to your page.
  11. Click Save.
 Yes
Visited pages

Executes actions if a visitor has previously been on one or more specified pages.

  1. From the drop-down, select Equals, Not Equals, Contains, Does not contain, or Regex.
  2. Enter the URL of a web page for this condition. Separate multiple URLs on different lines.
  3. Click Save.
 Yes

Add an Action

  1. From the detail page, click either Add new action or Add existing action, depending on if the action you want already exists.

  2. If you clicked Add new action, follow the steps to create the action you want.
  3. If you clicked Add existing action:
    1. Use the drop-down to select the action you want.
    2. Click Add.