Trigger a flow by clicking on the chat icon

See how to create a flow with the Visitor clicks on chat icon trigger. This trigger opens the Tidio chat widget when the Visitor clicks on your chat icon. If you'd like to have a simple chat button on your website and send an automated message only when a visitor opens the chat - this guide is for you!

 

In this article, you'll learn:

• How initial Flow message works
• How to show a message after clicking on the chat icon
• How to use and edit the Button Label (when widget is closed)

 

 

 

Your initial automated message 

 

Tidio automatically activates a flow on your website during the initial setup. The flow is created with the First visit on site trigger, which displays an automated message immediately when a new visitor arrives on your site (here's a guide on modifying that message).

 

 

 

Show a message after clicking the chat icon

 

To make sure your flow sends a message only when a visitor opens the chat, you need to change your flow's trigger. Head to the Flows section and choose the flow you'd like to edit. Click on the edit button to enter the flow editor. 

 

 

 

Your flow might be using the First visit on site trigger. The trigger is the first blue node at the top; it tells your flow to start and send an automated message.

 

If you want this flow to send an automated message only if a visitor clicks on your chat's icon - change the trigger to Visitor clicks on chat icon. First, remove the current trigger; click on the trigger and then on the X in the upper-right corner. 

 

Then, open the Triggers menu on the right, choose the Visitor clicks on chat icon trigger, drag it onto the workspace, and connect the trigger with the next action in your flow ('Send a chat message' in our example). 

 

 

 

All done! From now on, your message will appear in the chat's widget only when a visitor clicks on your chat's icon. 

 

Example 

A great idea is to use the Visitors clicks on chat icon trigger inside a custom FAQ flow. By using that trigger in such a flow, you can send your visitors a list with the most common inquiries, and the flow will provide the necessary answers.

 

 

 

The button label

 

If you've disabled your initial greeting flow (or modified it so that it doesn't pop up immediately for new visitors), you can still have a short message displayed next to the Tidio icon. It's called the button label, and it's displayed when the chat widget is closed.

 

 

 

You can enable and modify it by accessing the Content section, found inside Settings > Live Chat > Appearance:

 

 

 

Once inside, open the Minimalized tab:

 

 

The button label can be useful for increased visibility or as a simple greeting - if you're not using an automated flow message. Please note that the button label won't have any effect if you set your desktop button type to Sidebar (more on that in this general customization article - where you can also find a useful feature called conversations starters!).