Displaying a Proactive Offer

Use the Display Proactive Offer action to display a popup message to a website visitor under different situations. For example, you might define a proactive offer that helps a visitor use a discount that is available infrequently and that can be handled with some extra information as opposed to talking with a chat agent:

Each proactive offer includes some introductory information and then up to three call to action buttons. Use these buttons to let customers access agents, helpful articles, website links, or other entry points.

1. Click the app selector and select Guide.

2. Click New Rule or click on an existing rule to edit it.

3. Click Action to display a list of actions and select the Display Proactive Offer action.

4. On the right side of the page, in the Content tab, define the proactive offer.

   1. Upload an Icon to appear in the proactive offer pop up window. Select a .svg image. The image is optional.

   2. Set the Heading for the proactive offer. Specify up to 60 characters. This field is optional.

   3. Set the Body Text of the proactive offer. Specify up to 250 characters. This field is required.

   4. If you included visitor variables in the Heading or Body Text fields, you might want to define a Fallback Message.

5. Define the first call to action button in the CTA 1 tab:

   • Set this to either Primary or Secondary. Only one call-to-action button can be set to primary. It is the default, preselected button.
   • Set Call to Action Button 1 to the text that appears on the call-to-action button.
   • Set Reporting Name to the name of the button that will appear in reports.

   • Set Select CTA Type to one of the following:

     • Chat conversation. Use this to chat with an agent.

     • Link. Use this to link to a web page.

     • Expert article. Use this to link to a specific article you select in a knowledge base.

     • Guide entrypoint. Use this to access any entry point you have created.

     • Decline. Use this to offer the visitor a way to dismiss the proactive offer. If you do not offer a decline button, the visitor can close the proactive offer widget by clicking a close icon in the upper right corner.

6. Define the CTA 2 and CTA 3 buttons if needed. Otherwise, leave the fields blank.

7. Add one or more conditions to the rule.

8. Click Save Rule.

Defining a Chat Call to Action Button

If you configure a chat call to action, you can optionally define up to three custom fields. Use these fields to pre-populate fields in a chat. For example, assume you have a custom field called Campaign. You can set Campaign to a value such as FALL23. If a visitor clicks on the proactive offer for chat, the Campaign custom field is set to FALL23. You can also use the custom field to route the chat.