Call-back pop-up with assigning Activity to Agent and email notification
Effortless Customer Support: Integrated Call-Back Pop-Up and Agent Notification System
Elevate your customer service with our automated call-back pop-up. By assigning activities to agents and providing real-time email alerts, you can ensure efficient and timely support, leading to increased customer satisfaction and loyalty.
Prerequisites
Text content for a pop up message
How it works
The user enters your website or a specific page.
Allow a few seconds for the page to fully load so the user can check the content.
Verify if the user has a pop-up capping tag.
If the user does not have a capping tag, display the call-back pop-up.
When the user submits the call-back pop-up, send a notification to your agent.
If the user does not submit the pop-up, add a temporary tag to their profile. This ensures they can see the pop-up again in a few hours.
Wait a few hours.
Remove the temporary tag you've added to your user.
How to build it
Create pop up.
Create an automation.
Create an automation
It starts with a Page Visit trigger, followed by a Show pop up module and Agent notification module
Go to Automations -> Create new.
Select Page Visit from the panel on the right and place it on canvas.
Decide on what pages you would like the cal back pop up to be displayed.
Select Delay module.
Decide how much time you would like to wait before display call back form.
Add Filter condition to your automation path.
Verify if the user has a pop-up capping tag in their profile. This tag prevents the pop-up from displaying too frequently to the same user.
Choose Show pop up module and select previously created pop up.
You can add additional condition : pop up will be displayed only on specific page (before displaying system will check if user is still on that specific page). You can choose to stop displaying pop up if the user already requested the call.
Add Agent email action to your path.
When the user submits the call-back pop-up, an immediate notification is sent to your agent. Use snippet tags to provide agent with as many information as possible about user who requested the call.
Select Add tag module.
If the user does not submit the pop-up, add a temporary tag to their profile
Choose the Delay module.
Wait few hours before removing the tag, Adjust the time to your business needs.
Place Remove a Tag action on your automation path.
Remove the temporary tag you've added to your user,
