Setting up variables using trigger block

With ReplyCX, you can revolutionize online chat by personalizing the interaction and capturing essential data before the conversation even begins! Using our Trigger action block feature, custom variables from an external source are injected right away.

The values can be anything like sending and storing the details like name of the visitor, utm parameters of where the visitor is coming from can be captured and mapped with the variables.

The values are stored in these defined variables, and can later be used at any given point of time in the flow of the chat.

There are two methods in ReplyCX that a user can follow to parse information into variables:

  1. Via Query Params

  2. Injecting JSON in the code snippet

Via Query Params

Using this method, the user will be able to send Query Params on the domain in which the bot is hosted & the user will be able to map those params in the ‘Trigger’ action block with a variable name.

Let’s say I want to store the value of utm_source and utm_medium, I can simply map these names in the trigger action block and use the data wherever I want. Say, sending this data along with the contact details while creating a lead in your CRM.

The method will only be checked in the web channel

Users can click on “Add Another” to define more variables, however the maximum number of variables that ReplyCX allows users to map with the external data is 15

Injecting JSON in the code snippet

Using this method, the user will be able to inject a JSON payload inside ReplyCX’s code snippet. And using the trigger action block the user will be able to map the object path with a variable.

Here you see that in addition to the code snippet that you would have copied from the “Channel Configuration” page, we have the data-session-payload section. Adding this section with a JSON payload allows ReplyCX to read these values and store them in variables, which can be used inside the conversation flow.

In the above example, we have passed the values of “name” and “phone”, so now to store these values, we will map these fields on the Trigger action block.

It is essential to dynamically add this data-session payload on ReplyCX’s code snippet before the code snippet is fired, because ReplyCX only reads this data once.

To read data again, visitors would have to refresh the page and start conversation again.

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