Using Chat Personalization Variables

Your web visitors are more likely to engage, and do so at a deeper level, when their experience is personalized. Terminus Chat Experiences allow you to personalize chat interactions in multiple places.


Types of Chat Personalization


Proactive Messages

Proactive Messages invite your visitors to chat with you.

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Engagement Window

Once the chat has been initiated, personalize the messaging within the window.

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Pre-Populating Data Asks/Elements

Data Asks (Information you would ask a visitor for) and Data Elements (Information you want to track, but would not ask a visitor for) can be pre-populated with any variable as well.

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If you set multiple pre-population options, UTMs will take precedence, followed by the Data Provider and finally the Initial Value.


Variable Usage

After you find the variables you would like to use in the list below, apply them in either the workflow (in the Proactive Message section), or the Terminus Bot Builder.

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BIG NEWS, {system.variables.utm}: Ramble was acquired by Terminus! Read the news here

Additionally, if you want to use conditionalization, (for example, you may or may not know if the UTM variable will be present), you can write your message like this: 

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BIG NEWS{system.variables.utm != null ? ", " : terminus.name != null ? ", " : ""}{system.variables.utm != null ? system.variables.utm : ipDomain.name != null ? ipDomain.name : ""}: Ramble was acquired by Terminus! Read the news here

The following operators are available:

== (equals)

!= (not equals)

~ (contains)

!~ (not contains)

~ /regex/

!~ /regex/


Variable List


UTM Variables

  • variables.utm_name
  • variables.company

Visitor (Previous chat, visitor-provided)

  • visitor.name
  • visitor.email
  • visitor.phone
  • visitor.website
  • visitor.company
  • visitor.rating
  • visitor.note

Chat Info

  • system.userAgent
  • system.ip

Browser

  • system.browser.name
  • system.browser.major
  • system.browser.version

OS

  • system.os.name
  • system.os.version

Device

  • system.device.name
  • system.device.model
  • system.device.vendor

Page Context

  • system.page.domain
  • system.page.page
  • system.page.title
  • system.page.fullUrl

Referrer

  • system.referrer.domain
  • system.referrer.page
  • system.referrer.fullUrl

Location

  • location.continent
  • location.country
  • location.state
  • location.city

Terminus

  • terminus.industry
  • terminus.name (company name)
  • terminus.domain
  • terminus.sicCode
  • terminus.sicDescription
  • terminus.naicsCode
  • terminus.naicsDescription
  • terminus.employeeRange
  • terminus.revenueRange  

Feature Note

In most cases it is better to use visitor.company and visitor.website rather than terminus.name or terminus.domain respectively. The advantage is that the visitor. prefix will look for existing values and fall back to IP lookup if they don't exist.

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