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How can I launch a Custom Bot when a link is clicked?

  • 6 April 2021
  • 4 replies
  • 266 views
A

Trying to add a link to an email that will, when clicked on, launch operator live chat on our site. Not seeing documentation for how to do that though.

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Best answer by Daniel M15 20 May 2022, 11:50

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Brent
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There may be a way to do this as you have written it and others may have some better answers, but one way you could do this would be to create a specific page on your website which you send the link to, and then pop up a bot or a chat (with some page rules) on this page straight away.

R
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Hi @adam b15​ 👋,

 

If I get this correctly, you want to launch Custom bot (Operator) once the customer clicks the link on e-mail. Is it correct?

 

In this case you should set-up UTM Parameter for that, here's the guide on how you can do that:

1) During e-mail creation, add link with UTM parameter

https://domain.com/?utm_source=newsletter&utm_medium=email&utm_campaign=Example

2) Then go to outbound custom bot settings to set-up following rules:

UTMrule -----

If the link is inside the app and requires user authorization - you can trigger a custom bot via Series:

e-MailClickedSeriesI'm also including a small video tutorial about how you can create such Series: https://youtu.be/PUvYRWtI2bQ

 

Let me know if you have any other questions, Always happy to help.

 

Best,

Roy

Daniel M15
Userlevel 2

Hey there 👋 Daniel here from Customer Support Engineering 👋

 

While editing your bot, you can add a rule to trigger the bot when "Last clicked on link in email" is on, before, or after the current date 👇

 

Screenshot on 2022-05-18 at 18-50-21 

Now when a user clicks a link in your email - and it matches the date rule specified - the bot will show to them on your site 🙌

 

Please note that we can only track Outbound emails that originate from Intercom. Links that are emails from external clients or integrations will not trigger this event.

 

Hope this helps! 😁

Daniel McGovern, Customer Support Engineer @ Intercom
U

Hey @daniel m15​ , on the solution above. Would this not trigger the bot every time someone clicks any link from any intercom email? Not a specific button that the person may want?

For example, you email a customer to ask them something, but to collect their answer you want to bring them back to your app to push them through a bot. How can you ensure that the bot only triggers on the specific email you've sent and not on a link from other emails you may send after that date?

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