TriggerNote
 Version 1.6.3

Installation

To install TriggerNote:

  1. Upload the "TriggerNote" folder and its contents to your website. For simplicity, we recommend putting it in your web root folder.
  2. Make sure that you have a MySQL database ready for TriggerNote to store its data in. You can create a new database, or use one that's already being used for other purposes (eg. for a WordPress blog). TriggerNote's table names all start with "TriggerNote", so they shouldn't conflict with anything else.
  3. In your web browser load TriggerNote/admin/install.php from your website. For example, if your website were http://example.com/ and you uploaded to your web root folder, you would load http://example.com/TriggerNote/admin/install.php

The installation script will guide you through the rest of the process.

WordPress Installation

To install TriggerNote in WordPress:

  1. Complete the main installation as outlined above.
  2. Upload the TriggerNoteWP folder and its contents to your blog's plugins folder (wp-content/plugins).
  3. In your WordPress control panel, go to the plugins pane, find TriggerNote/WP, and click the "activate" link under it.
  4. Under "Settings", click "TriggerNote/WP".
  5. Ensure that the path to TriggerNote.php appears in the "Install Path" field. If you installed TriggerNote in your web root folder, the plugin should locate it automatically. If it doesn't, you'll need to enter the full server-side path.
  6. Click "Update Settings" to save the path.

Using on a Webpage

PHP Webpage

To use TriggerNote in a PHP webpage:

  1. Add the following code inside the <head> section of the page:
    <?php
    require_once 'TriggerNote/TriggerNote.php';
    // this comment will be replaced
    TriggerNoteHead();
    ?>
  2. Add the following code inside the body of the page (just before the </body> tag is usually the best place):
    <?php TriggerNoteBody(); ?>
  3. Replace the comment in the <head> section of your page (the entire line, including "//") with the desired code to control which Trigger Sets get loaded, as follows:
    • If you wish to load a specific Trigger Set, use this code (replacing "7" with the number of the desired Trigger Set):
      TriggerNoteUseTriggerSet(7);
    • If you wish to load multiple specific Trigger Sets, either add more calls to TriggerNoteUseTriggerSet to specify each one, or specify them all at once like this:
      TriggerNoteUseTriggerSets(array(7,12,18));
    • If you have set up Selector Sets as outlined below and wish to use them, use this code:
      TriggerNoteAutoSelect();
    • If any of your Selectors Sets include the "Must load group explicitly" option and you wish to use them, precede the call to TriggerNoteAutoSelect with code like the following, specifying the name of the Selector Group:
      TriggerNoteUseSelectorGroup('group_name');
    • To specify multiple Selector Groups, either add more calls to TriggerNoteUseSelectorGroup, or specify them all at once with code like this:
      TriggerNoteUseSelectorGroups(array('first_group_name','second_group_name','third_group_name'));
    • If you have set up any Split Tests, you may load them using this code (replacing "3" with the number of the split test):
      TriggerNoteUseSplitTest(3);
    • You can combine calls to any of these functions on the same page. (Any calls to TriggerNoteUseSelectorGroup or TriggerNoteUseSelectorGroups must be followed by a single call to TriggerNoteAutoSelect).

WordPress Blog

Trigger Sets

Trigger Sets define TriggerNote's behavior. In a Trigger Set, you specify one or more Triggers -- events or actions taken by a website visitor -- and the actions for TriggerNote to take when those events occur.

You can edit Trigger Sets in the TriggerNote Control Panel at TriggerNote/admin/controlpanel.php in your TriggerNote installation.

Setting up Trigger Sets can be complex, which is why we've created a number of preset configurations we call Recipes to help you get started.

Recipes

Recipes are TriggerNote configurations that you can use to more easily create your Trigger Sets. There are two kinds of Recipes:

To use either, select the Recipe from the Trigger or Action list in the control panel, and click "Add Trigger" or "Add Action". You may be asked for a few bits of information to customize the recipe. The settings will be added to your Trigger Set. Note that you can load a Recipe inside an existing Trigger Set (Trigger Recipes inside a Trigger Group, and Action Recipes in the Actions section of any Trigger.)

As we come up with new Recipes, we will add them as free upgrades to TriggerNote.

Selector Sets

Selector Sets are used to dynamically select Trigger Sets to load into a webpage. This enables you to customize your website based on any number of factors such as:

To create Selector Sets, go to the TriggerNote Control Panel and click "Selectors".

By default, TriggerNote will load the Trigger Sets from any Selector Set that matches its criteria. If you have multiple Trigger Sets that you don't want loaded on the same page as each other (for example, two Trigger Sets that do the same thing, but show messages targeted at different people,) give those Selectors Sets the same "Selector Group" name. Only one Selector Set from each group will be loaded at a time.

If you give your Selector Sets priority numbers, the one from the group with the highest priority will be used (assuming its criteria are met, of course.)

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