You can proactively reach out to visitors on your website based on who they are and what they do. Here’s how to create visitor auto messages that help you chat to, capture and qualify high quality leads. 


  • You’ll need Messages to send visitor auto messages. 
  • Anyone on your website who’s not logged in can receive these messages, including your leads


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We’ve already set you up with a welcome message 

To get you started, we’ve set you up with a simple welcome message that will automatically send to people the first time they visit your site, so they’ll know where and how to ask you questions. You can go ahead and edit the copy, then set it live. 

Note: Once you set your welcome message live, it’s possible to turn it off again. 

Create a new visitor auto message to capture leads 

You can create a new visitor auto message in minutes. First, click the Messages icon from the left-hand navigation bar and select ‘Visitor Auto Messages.’ From there, click ‘New auto message.’ 

The next step is to create your message.

Create an engaging message

To make your message content engaging, you can easily add video clips, images, buttons, apps and more. Just click the '+' icon on the left of any content block.

It's easy to upload a video clip, embed a video, add a call-to-action button, apps, and more. 

Note: Video clips must be in mp4 format and no more than 40mb in size. They'll display in a 4:3 aspect ratio.

Assign your message to the right team or teammate 

Choose how your message appears, and gets delivered 

Next, it’s important to select the right type of message to send to your visitors to engage them in the right way: 

Choose ‘Chat’ to start a conversation with your visitors. This is the smallest, most subtle message type. 

Choose ‘Note’ to encourage your visitors to take a specific action on your site, like start a free trial. This offers more functionality than a ‘Chat’ style message. For example, you can add buttons to encourage action. 

Choose ‘Post’ to send pressing announcements to your visitors to capture more attention. These appear full screen, so should only be reserved for really important messages, like big product announcements. 

Pro tip: Most messages should be sent as a badge or a snippet. These appear at the corner of your visitors’ screens, which allows them to continue browsing your site. Only ever send a message in ‘full’ when it’s a pressing announcement your visitors can’t afford to miss. 

Choose the right response type for your message 

When you write a message, you're likely trying to capture emails or start a conversation with promising prospects. Our response types are designed to fit these jobs: 

  • To chat to and qualify sales leads, select ‘text’ as your response type. 

Target your message to promising prospects 

Next, you’ll need to target each message to send to the right prospects, at the right time. 

For example, visitors who check out your pricing page numerous times, could be considering making a purchase. Send them a message while they’re on your pricing page, offering to help answer their questions. Your filters here would look something like this: 

You can combine as many rules as you like to get even more targeted.

For example, you might know that visitors who arrive on your site after clicking a link from a ProductHunt promotion are more likely to convert to customers. You could specifically message these folks when they visit your pricing page for the third time. Your filters here could look like this: 

Pro tip: Bookmark this link for when you need inspiration on what other powerful messages to send

Here’s the full set of rules you can target each message by: 

  • How many times visitors visit your website.
  • What pages they visit. 
  • How many times they visit specific pages. 
  • How long they stay on specific pages. 
  • What browser language they have. 
  • What country they live in. 
  • What city they live in. 
  • What page they’re visiting from (referral URL)

You can also combine 'and' with 'or' filters for more powerful audience targeting.

If you’ve installed our Clearbit Reveal integration, you’ll also see additional company data to choose from, like the number of employees in a visitor’s company, the total amount of funding they raised, and more. 

For example, you can target your message to high value visitors who work in companies with over 100 employees, who raised over $1,000,000 and were founded recently. Your filters here would be: 


Automatically qualify leads who reply

Next, configure our bot, Operator, to automatically qualify your leads.  Start by clicking ‘See the Operator qualification skill.’ 

Then, select ‘Qualification’ and choose up to 3 pieces of data you’d like to collect about your leads. You can either choose from the default data we’ve set up for you or add your own data for Operator to collect.

Note: You'll need to choose 'Text' as your reply type to qualify with Operator.

Or, if you'd just like to capture email addresses, choose ‘email collector’ as your response type. 

Important note: The ‘email collector’ reply type is only available for a chat style message, sent in full. 

Next, write a follow up reply to thank your leads for leaving their email. Keep it short and relevant to the action they’ve just taken. 

Then, set follow up actions to automatically tag each lead, and/or create the lead in Salesforce

And that’s it. Now Operator will automatically capture your visitors as leads, and follow up with the actions you’ve chosen. 

Measure your message performance

Here’s advice on how to optimize your messages for maximum engagement:

Optimize your messages 

It’s easy to A/B test your messages to help you fine tune your content to capture more leads. Our main tip here is that you should only test one element at a time. Then, if there’s a clear winner, you'll know which variant caused the difference. 

Note: You can’t A/B test reply types. You’ll need to choose either ‘text’ or ‘email collector’ for both messages in a test. 

Measure how successful your messages are 

You should also set a goal for each message to see how many and which visitors take the action you want.

Once you send a message, you can check your stats to see how many emails it collected and how many visitors replied. 

Send your message when your team is available 

To avoid missing important leads, set your message to send during your office hours, when your team is available to respond. 

Important: Delivery times for visitor auto messages are calculated based on your workspace’s timezone

That’s it. You’re ready to set your message live 🎉 

What’s next? 

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