Step 3: Adjust WhatsApp Chat's Triggers and Display Settings

Setting up your WhatsApp Chat widget involves four simple steps. You’re currently on:

In this step, you’ll set up the key display and behavior options for your WhatsApp Chat widget. Go to the Settings tab in the widget editor to get started. 🚀

Position

The Position setting allows you to control where the widget appears on your site. Choose Embed (static) for a fixed position or Floating to have it move with users as they scroll:

Chat Display Settings

The Chat Display Settings section includes options for Pages, Devices, Visitors, and Date & Time. Here’s how you can use each to control when and where the widget appears:

1

Pages lets you choose where to display the widget:

1. All Pages – display the widget on every page.
2. Excluded Pages – exclude specific pages from showing the widget.
3. Specific Pages – show the widget only on the selected pages.

2

Devices lets you decide on which devices to display the widget:

3

Visitors lets you target who sees the widget:

1. All visitors – everyone sees the widget.
2. New visitors – only first-time visitors see it.
3. Returning visitors – only users who have visited your site before will see it.

4

Date & Time allows you to schedule when the widget appears:

Open Chat Triggers

Open Chat Triggers let you choose which visitor actions will open the chat automatically:

1. On Page Load – open the chat as soon as the page loads.
2. Time on Page – open the chat after a certain time on the page.
3. Time on Site – open the chat after a set time on your site.
4. Scroll Position – open the chat after the visitor scrolls a percentage of the page.
5. Exit Intent – open the chat when a visitor tries to leave the site or close the browser tab.

You can also set a time in the Remember Visitor section — once a visitor closes the chat, it will not reopen during the selected period.

Notifications

The Notifications setting controls the red badge that highlights the chat:

Great job! You’ve set up the main display and behavior features of your WhatsApp Chat widget. Next, move on to customizing the widget style for a seamless fit with your site.