Creating Triggers

The system allows us to configure triggers based on:

  • Event Pattern: Triggers when a user activity follows a certain pattern over some time.
  • Single Event: Triggers as soon as a customer is online for a new session, or you can select a specific activity to watch.
  • Location: Triggers as soon as a customer enters a configured location.

To create a trigger, follow the steps given below:

  1. Log in to the Session AI platform.
  2. In the Experiences menu, click the Triggers tab.
    The list of all the Smart Triggers is displayed.
  3. Click the Create New located at the top left corner.
1900

Select a Trigger Type pops up.
You can define a trigger based on a specific activity performed by a user, an activity pattern performed over a period of time by a user, an anomaly found in a user activity pattern, etc.

Example 1: Activity Matches a Single Event

Note: In the below example, we select the Single Event option.

  1. Click Single Event.

The settings to create a new trigger appears.

  1. In the Single-Event Trigger text box, enter the trigger name.
  2. In the Description text box, enter the description for the trigger.
  3. From the Triggering Event drop-down list, select the desired event for the trigger.
  • Fire once per session: Switch on the toggle to fire the trigger only once per session.
  1. In Additional Criteria (optional).
  • Set the event parameter and select the Attribute, Operator, and Value for the trigger.
  1. Then click Save.
    The trigger is saved successfully.

Example 2: Activity Matches an Event Pattern

Allows you to track when the user activity occurrence falls in a pattern over a period of time and fires the trigger.

In the below example, you will select the Event Pattern option.

  1. Click Event Pattern.
    The settings to create a new trigger appears.

  1. In the Event Pattern Trigger text box, enter the trigger name.
  2. In the Description text box, enter the description for the trigger.
  3. In Pattern count: Enter the number of pattern count.
  4. In Time window to observe the pattern: Enter the time in seconds, minutes, hours, or days.
  5. Fire only once per session: Switch on the toggle to fire the trigger only once per session.
  6. To add a pattern for the event activities follow the steps:
    • In Event drop-down select the appropriate activity. Select the desired occurrence from Occurs drop-down list. Then set the number of Time a user performs that activity.
  7. Click Add New Event to add one or more criteria.

πŸ“˜

Note: Curly arrow indicates that User may or may not have performed that activity

  1. To make the specific activity should be performed by the user, switch on the Must follow directly toggle and enable the pattern.
  2. After performing all the activities, click Save to save the trigger.