User Manual

Invitations

Invitations are the pop-up screens that appear on the website automatically for engaging the visitor in proactive chats based on pre-defined rules.

To view invitations, go to Rule Engine > Invitations and the following screen appear

Rule Invitations 1

Invitations Main Screen

The page displays a list of created invitations in the grid along with options like search, edit and delete.

Note:

Invitation cannot be deleted, if it is assigned to a Rule. In this case, first delete the rule and then delete the Invitation.

Create Invitations

To create invitations follow the steps given below.

1.Click New Invitation button to create a new invitation and the following screen appears.

Create invitation 1

Create Invitations

2.Provide the Invitation Name and Description in the respective fields.

3.Select the Display Method from the dropdown list.

a.Select from Gallery

b.Display content in div

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