Engagement Actions
Engagement actions determine what Guide does when a rule fires. Most of the actions require additional information about what you want to happen.
Guide provides the following actions that you can set for an engagement rule.
Action |
When to Use This Action |
Requires Guide License? |
---|---|---|
Guide Template |
Displays the specified template to a visitor when the criteria for the rule is met. The template appears in the lower right or left corner of your website. |
No |
Guide Proactive Offer |
Displays a proactive offer when the criteria for the rule is met. A proactive offer is a small pop-up window with a message and call-to-action buttons. The call-to-action buttons can be any of the following:
|
Yes |
Guide Set Branding |
Sets the branding for a template. Use this to dynamically display a template with a different color theme. |
No |
Adds a tag you select to a visitor based on their activity on your site. |
Yes | |
Removes a tag you select from a visitor based on their activity on your site. |
Yes | |
Pushes a chat pop-up box into the mobile SDK for Android or iOS devices. | No | |
Pushes a notification for the chat conversation to Android or iOS devices. | No | |
Chat Welcome Message |
Creates a personalized message to welcome a contact who initiates a chat. This action is not used with Guide. It is provided for existing digital chat customers who may have implemented this action. It is unavailable for new customers. |
No |
Chat Popup Box |
Provides a customizable template to design a chat popup box. This action is not used with Guide. It is provided for existing digital chat customers who may have implemented this action. It is unavailable for new customers. |
No |
Chat Popup Box HTML |
Provides fields to enter custom HTML and JS design for the chat popup box. This action is not used with Guide. It is provided for existing digital chat customers who may have implemented this action. It is unavailable for new customers. |
No |
Key Facts About Actions
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Actions must be added to a rule. They require defined timing and conditions to run.
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You can add multiple actions to each rule. When a rule has multiple actions, you can determine the order in which the actions occur.
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Each action can be assigned to multiple rules. This means the action would take place in response to a number of different customer behaviors or events.