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


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.

Best answer by Daniel M15

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! 😁

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4 replies

Brent
Super User ✨
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  • Super User ✨
  • 257 replies
  • April 6, 2021

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.


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  • Expert User
  • 1152 replies
  • April 6, 2021

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
Employee
  • Employee
  • 240 replies
  • Answer
  • May 20, 2022

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! 😁


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  • Connector
  • 9 replies
  • October 30, 2022

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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