LogoLogo
Click Here For More Support
  • 📍Get Started
    • Welcome
    • Who We Are
    • Our Product
  • 🤖AI Agent Engine
    • AI Agent Engine Basics
      • Get to Know Your AI Agent Engine
      • Glossary
      • Dashboard Overview
    • Manage Your Content
      • Response Types
        • Prewritten Plus Responses
          • Add New Prewritten Responses
          • Edit Prewritten Responses
          • Enrich Prewritten Responses
          • Response Refiner
        • Generated Responses
          • Web-Scraped Data
            • Troubleshooting
          • Documented Data
          • Enrich Generated Responses
        • Fallback Responses
      • Enrichments
        • Buttons
        • Quick Replies
        • Videos
        • Images & GIFs
          • Best Practices
      • Input Director
        • Copy & Paste Input Training
      • Best Practices
        • Locate Responses/Data
        • Revise Responses
        • Unpublish Responses
        • Content Formatting
        • Suppress Thumbs Up/Down
        • Content Groups
      • Upgrade to Context LLM
    • Install Your Chat
      • Web Installation
        • Advanced Pop-Up Options
      • InApp Webview Installation
        • App Provider Product Overview
        • iOS Advanced Install Guide
        • Android Advanced Install Guide
        • Passing Customer Identifiers
    • Enhance the Chat Experience
      • Pages
        • Add/View Chat Pages
        • Maintain State
        • Avatars
        • Chat Header Image
        • Input Container
        • Chat Background
      • Popups
        • Editor Field Definitions
        • Add/Edit Popups
        • Auto-Open
        • Prompt Bubble
        • Popup Button Image
        • Best Practices
      • Page Themes
        • Field Definitions
        • Adjust Page Themes
      • Activation & Drivers
        • Embed Webpages
        • Link Other Chats
        • Welcome Messages
      • Placement
        • Digital Placement
          • Chat Tile
          • Chat in Chat
        • In-Person Placement
      • Sponsor Inclusion
    • Features & Integrations
      • Channels
        • Facebook Messenger
          • Maintenance & Best Practices
        • Inbound SMS
      • Integrations
        • Ticket Commerce
          • Installation/Maintenance
          • Best Practices
        • Simpleview Integration
          • Listings
          • Events
          • Search Logic Summary
        • Zapier
          • Installation Guide
            • Connect to Salesforce
            • Connect to Google Sheets
        • FEVO
          • Installation Guide
          • Best Practices
        • Carbonhouse Integration
      • Features
        • Multi-Language Functionality
        • Mobile Ticketing Guide
        • Food & Beverage Finder
          • Installation/Maintenance
          • Best Practices
        • Weather Feature
        • Consent Form Feature
        • Satisfaction Score
        • 'Notify Subscription' Feature
    • User Management
      • User Types
      • Adjust User Type & Access
      • Add/Remove a User
      • Update Your Password
      • Unlock Your Account
      • Multi-Factor Authentication
    • Reporting & Analytics
      • Analytics Dashboard
        • Overview
        • AI Chat Performance Dashboard
        • Intent Explorer Dashboard
        • Intent Trends Dashboard
        • Intent Deep-Dive Dashboard
        • Bridge Agent Performance Dashboard
        • Mobile Ticketing Guide Dashboard
      • Data Reports
        • Conversation Transcripts
        • AI Resolutions Log
        • URL Link-Outs
        • Bridge Escalations
        • CSAT Entries
        • Ticket Commerce Records
        • End User Contacts
        • NLP Traffic Log
        • Input and Response Log
        • List URL Subscriptions
        • Get Response Feedback
        • Knowtifi Subscriptions
      • API Report Options
      • External IDs
      • UTM Tracking
      • Security Alerts
  • 📬Marketing Engine
    • Marketing Engine Basics
      • Get to Know Your Marketing Engine
      • Glossary
      • Login to Your Account
    • Marketing Calendar
      • How to Use the Marketing Calendar
    • Segments
      • Segments Overview
      • Uploading Contacts Manually
      • Uploading Contacts in Bulk
      • Importing a File into Unsubscribe List
      • Manage Contact Lists
      • Create Custom Object & Custom Fields for Contact Data Management
      • Contact Engagement Rules
      • Folders
      • Audience
        • Audience Dashboard
        • Audience Filters/Segments
        • Create a Meta Audience
        • Create a Audience Using Marketing Engine
      • Best Practices
        • Use Send Time Optimization
    • Templates & Landing Pages
      • Email Templates
        • Create & Preview an Email Template with Dynamic Content
      • SMS/MMS Template
      • WhatsApp Template
        • WhatsApp Carousel Template
        • WhatsApp LTO Template
        • WhatsApp Product Message Templates
      • Webpush Template
      • Mobilepush Template
      • Landing Page Template with a Form
      • Social Conversation Templates
    • Campaigns
      • Messaging Campaigns
        • Select Your SMS/MMS Sender Number
        • How to Create an SMS/MMS Campaign
        • Enable Double Opt-In
        • Messaging Campaign Report
        • Best Practices
        • SMS Regulations
          • SMS Regulations for India
          • SMS Regulations for Canada
          • SMS/MMS Regulations for USA
      • Social Campaigns
      • Email Campaigns
        • Create an Email Campaign
        • Update an Email Campaign
        • Email Campaign Report
        • Smart AI Tools
        • Best Practices
          • Reduce SPAM rate in emails
          • Craft Compelling Email Pre-Header Text
          • Add "View This Email in Your Browser" Link
    • Journeys
      • Overview
      • Journey Blocks
      • Journey Templates
      • Create a Journey
      • Variant Testing
      • Conversion Tracking
      • Campaign or Journey Metadata
      • Advanced Filters for Sorting Campaigns/ Journeys
      • WhatsApp Journey
        • How to Use WhatsApp for Commerce
        • How to Send a WhatsApp One-Way Notification
        • Send a WhatsApp Audio Message
        • Automated WhatsApp Welcome Journey
        • WhatsApp Journey Report
      • Best Practices
        • Email Journey Strategy for Ticket Buyers
        • Journey Examples
    • Settings & Integrations
      • Integrations
        • Ticketing Integrations
          • Ticketmaster Integration
            • Best Practices
          • SeatGeek Integration
          • Glitnir Ticketing Integration
            • Maximize Marketing Engine with Glitnir Integration:
        • E-Commerce Integrations
          • Shopify
        • Website Tracking
          • Track Your Website
          • JavaScript Tracking Client
          • Track WordPress Websites
          • Track Shopify Stores
          • Enable User ID Tracking
        • Zapier Integration
      • User Management
        • Account Types
        • Add/Remove a User
        • Adjust Role & Access
        • Update Your Password
        • Two-Factor Authentication
      • Settings
        • Add Email Sender Addresses to Launch Campaigns
        • Connect Your Email Domain with the Marketing Engine
        • Connect Your Social Accounts
        • Connect your Shopify Store
        • Integrate Webpush Notifications
        • Setup Segment-based Engagement Rules
    • Factcubes
      • Fan Maturity Model
  • 💬Live Agent Engine
    • Get to Know Your Live Agent Engine
    • System Configuration
      • Installation Guide
      • Escalation Schedule
      • Multiple Team Involvement
      • Leave a Message & Contact Collection
      • Conversation Labels
      • Additional Channels & Placement
        • Bridge Placement
        • Bridge Email
          • Installation Guide
        • Facebook Messenger
    • Agent Overview
      • Logging In
      • Dashboard Overview
      • Profile Setup
      • Notification Preferences
      • Set Your Availability
      • Conversation Status
      • Assign a Conversation
      • Reply in a Conversation
      • Canned Responses
        • Add/Use a Canned Response
        • Modify/Delete a Canned Response
        • Best Practices
      • Participate in a Conversation
      • Private Notes & Mentions
      • Mute/Block a User
      • Prioritize Conversations
      • Resolve a Conversation
      • Export Transcripts
      • Macros/Automation
      • Keyboard Shortcuts
      • Ending Your Shift
      • Troubleshooting
    • Admin Overview
      • Adjust Team Assignments
      • Update Agent Status
      • Additional System Controls
    • Data & Reporting (Bridge)
    • Bridge Mobile App
  • SYSTEM UPDATES & SUPPORT
    • Help Center
    • Release Notes
      • Archived Product Updates
Powered by GitBook
On this page
  • Before You Start
  • Add/Edit Your Popups
  • Add/Adjust Popup Rules

Was this helpful?

Last updated 7 months ago

Was this helpful?

Before You Start

Please review the popup editor fields found below before adding/editing any popups!

Add/Edit Your Popups

While in the popup window:

  1. In your admin dashboard, go to Studio -> Popups

  2. Click the "+" icon in the top right-hand corner of the screen.

  3. Name the popup and make any adjustments to the prompts, labels, theme, etc. before hitting "Save New". For more information on the available fields, review the article here: Editor Field Definitions

  4. Add the new Popup Rule by clicking the "+" in the bottom right-hand corner of the Popup Editor window. If you do not assign a page within this rule section, no chat will appear! Learn more about Popup Rules below.

  5. Hit Save New

  6. To install the new popup on your website, follow the instructions found here:

If you prefer to utilize your own webpage elements for user actions such as:

  • Surfacing/Opening the Popup

  • Close/Hide the Popup

Please use the advanced popup installation instructions here: Advanced Pop-Up Options

While in the popup window:

  1. In your admin dashboard, go to Studio -> Popups

  2. Click the pencil icon next to the popup you'd like to make adjustments for.

  3. Make any adjustments to the prompts, labels, theme, etc. before hitting "Save". For more information on the available fields, review the article here: Editor Field Definitions

  4. Adjust the Popup Rules if needed by clicking the pencil icon or by adding a new rule.

  5. Hit Save

Add/Adjust Popup Rules

Each popup needs to have a rule tying it to a specific chat page. If you do not create a rule assigning a chat page to your popup, no chat will appear within the popup container.

  1. Navigate to your popup's editor window

  2. Add the new Popup Rule by clicking the "+" in the bottom right-hand corner or selecting the pencil icon to edit an existing rule.

  3. Update the following rule fields:

Field
Description

Priority

Set the priority of a rule over other existing rules.

Match Type

Default: Your new popup always defaults to use a particular chat page.

Contains: If this popup's code snippet is placed on a webpage that contains certain text in the URL, it will override the default.

Match Text

Not needed if using "Default" as match type. If using "Contains", "Starts/Ends With", or "Equals", add text to match up with this popup.

Page

Apply the page you'd like to link to this popup.

  1. Hit Save

Editor Field Definitions
Install Your Chat
Example of a Popup Rule
Page cover image