With Filters you can define segments of visitors to your site and assign actions to those segments. In this article you can read how to set up an configure filters. Filters is an additional feature, which is not standard included in CoBrowser.net . If you're interested in setting up filters for auto-inviting segments of users contact us.
Filters can be managed in the tab Filters of the management environment. You will see a list of current filters (if you have already). And the button Add filter.
Adding a filter
To add a filter press the button Add filter. The page that follows shows all options. Choose a name for your filter, this can be described as a business rule, e.g. "Invite all visitors that have viewed more than 2 pages".
Rules
With rules you can define the segment you want to target. You can select your visitors using the following fields:
- Company
- Country - the country from where the visitor visits your site.
- Current date - the current date (format, time zone, server/client??)
- Current time - the current time (format , time zone??)
- Current url - the url of the current page the visitor is watching
- Email address - the e-mail address of the visitor (if this is set during a previous chat session)
- Entry page - the page in which the visitor entered your site.
- Firstname - the first name of the visitor (if this is set during a previous chat session)
- Has label - the label that the visitor got during a previous visit.
- Has not label
- Hostname
- Ip address - the IP-address of the visitors internet connection
- Keywords - the keywords the visitor used to find your site through a search engine (e.g. Google)
- Lastname - the last name if the visitor (if this is set during a previous chat session)
- Number of chats - total number of chat conversations the visitor has had
- Number of pages visited - total number of pages visited by visitor (during session??)
- Number of visits - the total amount of time the visitor visited your website
- Place name
- Previous exit page
- Previous url
- Referer - the originating page that brought the visitor on your site
- Time on page - the time in seconds that the visitor is on the page
- Time on site - the time in seconds that the visitor is on the site
- Url
- User agent - the user agent (browser) of the visitor
- = equals
- >= greater than or equals (only available with numbers)
- <= less than or equals (only available with numbers)
- != does not equal
Action
- Alert - the visitor receives an alert (pop up) with your preferred message. The visitor will have to click OK to continue. This feature is useful for testing purposes.
- Assign label(s) to the visitor - the visitor gets a label which can be used for reporting and
Invite the visitor for a chat conversation - You will have to select an Engagement preset for the invite. An expiration time and a maximum of simultaneous invites are optional. You can also use a predefined invitation texts in which html is allowed. You can also use predefined fields in this text.
Activation
Do not forget to activate your filter, by clicking the check box Active. Filters that are not active will not execute.
Example filters
Below some examples of how a filter can be used to invite visitors. To invite users the action should be Invite the user for a chat conversation, as stated above. In the below examples only the filter rule(s) are mentioned, since these decide which visitors should be invited.
An automatic invite after being for more than 30 seconds on the site:
- Time on site >= 30
An automatic invite after visiting more than 2 pages:
- Number of pages visited >= 2
- Time on page >= 5
- AND Url = %products%
An automatic invite for visitors except your visits from your own office (e.g. the public IP-address of your office is 172.16.254.1)
- Time on site >= 5
- AND Ip address != 172.16.254.1
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