Proactive Triggers

By default, visitors must click the chat bubble to start a conversation. Proactive triggers flip that — they automatically open the widget when a visitor's behavior signals they're ready to engage.

A well-timed proactive open can significantly improve conversation rate. A visitor who has spent 45 seconds reading your pricing page is a fundamentally different target than someone who just arrived.

Configure proactive triggers under Admin Dashboard > Settings > Widget > Proactive Triggers.

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Available Trigger Types

Scroll Depth

Opens the widget when a visitor scrolls past a defined percentage of the page.

Best for: Long-form pages (product pages, landing pages, blog posts) where scrolling signals genuine interest.

Configuration:

1. Enable Scroll Depth Trigger
2. Set the scroll percentage threshold (default: 60%)
3. Choose the opening message for this trigger (see Trigger Messages below)

Example use: On your features page, open the widget at 70% scroll with the message: "You've been exploring our features — want me to answer any specific questions?"

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Exit Intent

Opens the widget when the visitor moves their cursor toward the browser's address bar or tab bar — a strong signal they're about to leave.

Best for: Pricing pages, checkout flows, or high-intent landing pages where abandonment is costly.

Configuration:

1. Enable Exit Intent Trigger
2. Set a cooldown period — how long to wait before re-triggering if the visitor dismisses the widget (default: 10 minutes)
3. Choose an exit-specific opening message

Example use: On your pricing page, open the widget with: "Before you go — any questions about pricing or how we compare? I can help in 30 seconds."

Note: Exit intent detection uses mouse position tracking. It fires reliably on desktop browsers. On mobile, exit intent is approximated by back-button navigation detection.

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Time on Page

Opens the widget after a visitor has been on a specific page for a defined number of seconds.

Best for: Pages where visitors who stay longer are more engaged (demo pages, case study pages, documentation).

Configuration:

1. Enable Time on Page Trigger
2. Set the delay in seconds (default: 45 seconds)
3. Choose the opening message

Example use: On your demo request page, open after 30 seconds: "Interested in seeing a demo? I can book one for you right now — just takes a minute."

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Pricing Page Trigger

A specialized trigger that fires specifically when a visitor lands on any URL containing /pricing (configurable). Pricing page visitors have the highest purchase intent of any page on your site.

Best for: Any visitor who reaches your pricing page — they're evaluating and may need a push.

Configuration:

1. Enable Pricing Page Trigger
2. Set the URL pattern to match (default: /pricing)
3. Choose the delay before opening (default: 15 seconds — give them time to read)
4. Configure the opening message

Example use: "Hi! Looking at our plans? I can help you figure out which one fits your team — and answer any questions about the $25/qualified lead pricing on Growth."

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Page-Specific Rules

Beyond the global trigger types, you can create page-specific rules that apply different trigger logic to different URLs.

Creating a Page Rule

1. In Proactive Triggers, click + Add Page Rule
2. Set the URL pattern:
   • Exact match — https://yoursite.com/pricing (only that URL)
   • Contains — /blog/ (matches any blog URL)
   • Starts with — /product (matches /product, /product/features, etc.)
3. Choose which trigger(s) apply on this page and their settings
4. Set a custom opening message for this page

Page rules override global trigger settings for matching URLs. This lets you have different trigger behavior on your homepage vs. your pricing page vs. your case studies section.

Example Page Rules

Page	Trigger	Delay	Message
/pricing	Time on page	15s	"Looking at pricing? I can help you pick the right plan."
/blog/	Scroll depth	70%	"Enjoying the content? We also have a live demo available."
/demo	Time on page	10s	"Ready to see it in action? I can book a demo right now."
All other pages	Exit intent	—	"Have questions before you leave? I'm here."

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Trigger Messages

Each trigger type can have its own opening message, separate from your default greeting. A trigger-specific message outperforms a generic "Hi, can I help?" because it references what the visitor just did.

Setting Trigger Messages

In Proactive Triggers, each trigger type has a Opening Message field. Use merge variables for personalization:

• {{page_title}} — the title of the page the visitor is on
• {{referrer}} — the page they came from
• {{company}} — visitor's company (if already captured in a previous session)

Examples:

Exit intent message:
"Before you go — any questions about {{page_title}}? I can help right now."

Scroll depth message:
"You've been reading about our features. Want to see it live?"

Pricing page message:
"Hi! The Growth plan is most popular with B2B SaaS teams. Want me to break down what's included?"

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Trigger Frequency Controls

To avoid annoying repeat visitors, Synaptiq enforces frequency limits on proactive triggers.

Per-Session Controls

• A visitor will only be proactively opened once per session across all triggers
• If a visitor dismisses the auto-opened widget, it won't re-open in the same session

Cross-Session Controls

Configure at Settings > Widget > Proactive Triggers > Frequency:

• Re-trigger after — the minimum number of days before a returning visitor can be triggered again (default: 3 days)
• Max triggers per visitor — lifetime cap on how many times a visitor can be proactively triggered (default: 5)

These controls apply per visitor, identified by browser fingerprint and session cookie. Cleared cookies reset the counter.

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Analytics for Proactive Triggers

Track trigger performance under Analytics > Proactive Triggers:

Metric	Description
Trigger fires	How many times the trigger opened the widget
Conversations started	Visitors who sent at least one message after the auto-open
Open rate	Conversations started ÷ trigger fires
Qualified leads	Leads that qualified from trigger-initiated conversations
Trigger-to-lead rate	Qualified leads ÷ trigger fires

Use these metrics to compare trigger types and tune your thresholds. A trigger with a high fire rate but low open rate should be made more selective (higher scroll threshold, longer time delay).

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Next Steps

• A/B Testing — test different trigger messages to find what converts best
• Choosing a Theme — make sure the auto-opened widget matches your site design
• Test Your First Conversation — verify proactive triggers work before going live