A bubble, inline, or popover invitation can be designed in the Invitation Design screen: Account Setup > Design > Invitation Design (https://app.velaro.com/#/admin/design/invitations).
Each Invitation is rule-based. You may wish to review the Rule Builder to decide what conditions the invitations may require Rule Builder.
To create an invitation, click the green +New Invitation button at top right.
To Edit an exiting invitation: click the Edit button on the invitation.
Invitations are launched in the order that they are listed on the invitation page.
Click on the handle next to the invitation name to drag the invitation so it appears in the list of invitations in the desired order.
Bubble Invitations
Bubble invitations are used in conjunction with the inline chat window. The bubble will replace the chat window with a small icon and text. The invitation can be configured here:
The invitation launcher image is linked to the image used when an active inline chat is minimized and can be configured in the Design→ Chat designer section in the Launcher module:
Sample Bubble Invitation:
Inline Invitations
The Invitation designer defaults to the "Inline" Style of invitation. An inline invitation is displayed in the standard inline chat window.
There are two different options for inline invitations, you may use the chat window as the invitation and add a message to it, or you may upload your own invitation image. The invitation will appear in the place of the chat window when launched.
Sample Inline Invitation:
Pop-Over Invitations
Pop-over invitations can be used to show an invitation anywhere on the page, or to float an invitation across the page. This style does require some HTML and offers the ability to use CSS styling.
Controls:
| Control | Description | |
|---|---|---|
| Invitation Name | The name of the invitation, as displayed on the invitation screen. | |
| Description | A description of the invitation, for internal use, to provide more detail. | |
| Manual Invitation |
| |
| Create rules to display | The rule builder interface that allows the creation of rules that control automatic invitations. See Rule builder for more information. Recommended rules include:
| |
| Style of invitation | Inline Chat, Inline Image. or Pop-over
| |
| Inline Chat | Inline Chat- Will launch the chat window
| |
| Inline Image | Upload a custom image to launch in place of the chat launcher | |
| Seconds to Display | The length of time the image shows on the page | |
| Redirect Visitor to group | If the page routes to a specific group, but based upon accepting this invitation to chat, you wish to route the visitor to another group | |
| Allow during chat | Allow the invitation to launch even if a chat is ongoing | |
| Floats onto screen | Allows the image to appear in one position and to move to another | |
| HTML Editor | Allows you to alter the HTML of the invitation and the position of the close button or X. A recommended starting point is: <div id="velaro-invitation-name"> <div id="velaro-content"> </div> {Chat} | |
| CSS Editor | Use this to edit the CSS of your pop-over invitation. |
