Create a Custom Filter to Send a Message Just Once
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Create a Custom Filter to Send a Message Just Once

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If you want the bot to send a specific message (e.g., a discount code) only once to a particular visitor, but none of the current conditions matches your scenario. In this case, the best way is to label the person with a Custom Contact Property and use it as a filter later on.


A good example would be sending a discount code to a user who abandoned the cart but has not made a purchase yet (i.e., if the client already bought something - don't send him the discount code when they abandon the cart on the next purchase). There are, of course, other variations available, too, covered at the end of the article.


In this article, you'll learn: 


Create a bot


The first step is to create a custom contact property, this will be custom information you can save about your clients (so it can be used not only in bots but during a conversation as well, it's basically like adding a new field on the visitor details panel on the right side). For  the sake of the example, we'll create a property called: "Has  Purchased"


You can do it via Settings > Contact Properties


 Set the type to text, as we'll be storing a 'plain text' information in it. 

 

The next step is making the bots assign that property with a value in it once someone makes a purchase. This one can be done via the Chatbots section, by setting a Visitor opens a specific page trigger and specifying the address of the 'Thank you, your order has been completed'  page. 


If the URL is dynamic, set just a part of it, e.g.,/order-completed/, and select 'Contains' in the trigger's settings. Once  that's done, connect the action called 'Set Contact Property' and use  the previously created 'Has Purchased" property, and make the action  assign a 'Yes' value to it.



The logic behind:

If the person reaches the page where the  order is done, the chat will assign a Has Purchased: Yes info to that  person, in this particular form: 



Now, head over to the Abandoned Cart bot, and at the very beginning of it  (just after the trigger), add a Based on Contact Property condition, use the 'Has Purchased' one with the 'Yes' value, and connect the  condition with a NO leg to the rest of the bot: 



The logic behind:

If the person doesn't have a 'Has Purchased' Yes' information set on them - the bot will move on according to the setup and send the discount code. 

 

How to Use the Bot


Not sending an automatic message when the visitor has contacted you


Suppose you'd like a specific message not to fire when someone has already contacted you. In that case, you can set a 'mark' on that person by using 'Operator doesn't take the conversation', which sets a custom contact property indicating that the person has reached out to you.



Once that's set, you can use the Based on contact property condition to make the message or bot not fire if the person was in touch earlier.



Multiple bots using the same message


If you have different bots that send the same message, but you want it to be sent just once, you can mark a visitor with a property ' message received' and set up each bot first to check if the person got the specific message already, and if not - send it to them



The Set Contact Property action should then add the label to the person.




If you still have some questions for our team after reading this article, don't hesitate to contact us.


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