Chat Widget
Created by: Emma Johnston
Last Updated: July 03, 2024
Chat Widget Dashboard
CHAT WIDGET DASHBOARD
Click on Sites > Chat Widget to view existing chat widgets. To view/edit, clone or delete a chat widget, click on the ellipsis menu (three vertical dots) and select the required option.
You can add a chat widget to a SuperCoach CRM funnel/website and you can install on your existing website. It provides prospects with an additional way to contact you and it also will capture a lead's contact information for future contact. Having a chat widget improves sales and adds to your trust factor.
Create a Chat Widget
CREATE A CHAT WIDGET
Go to Sites > Chat Widget. and press the blue + New button in the top right corner. Select the type of chat widget you want to create (SMS/Email chat, live chat or Whatsapp chat). In the new window, enter a name for your chat widget.
CUSTOMIZE THE CHAT WIDGET
Click on Sites > Chat Widget. There are four tabs of customization for setting up your chat widget: Chat Bubble, Chat Type, Widget Window, and Acknowledgement Settings. Customize the various aspects as you wish, and you will see your changes reflected in the preview on the right-hand side. Press Save when finished.
CHAT BUBBLE
Select Chat Bubble to change the appearance welcome bubble. You can change the intro message, avatar image and return visitor message. If you don't want the welcome message to pop up when the page loads, toggle off Enable Chat Bubble (this will make the other boxes grey).
CHAT TYPE
Select Chat Type to select whether you want the widget type to be SMS or Email Chat or Live Chat. SMS or Email Chat will collect the visitor’s information so that you can respond to them via SMS or email at a later point (either manually or via a workflow). Live Chat is a real-time 2 way conversation on chat widget. This option works well for organizations with larger teams or when using Conversation AI.
WIDGET WINDOW
Select Widget Window to change the appearance of the message page. You can change the header, intro message and legal message, and chat widget color. You toggle the email field on or off. You also toggle off or edit the Agency Branding option.
If Live Chat has been selected as the chat type, there are also options to edit the initial live chat message, fallback messages when the user has been inactive, and chat closed messages when the contact has been inactive.
ACKNOWLEDGEMENT SETTINGS
Select Acknowledgement Settings to change the appearance of the thank you page. You can change the support contact information, the acknowledgment greeting, and the acknowledgment message.
Add the Chat Widget to a Funnel
ADDING THE CHAT WIDGET TO FUNNEL
1. Click on either Sites > Funnels and select the funnel you want to add the chat widget to.
2. Go to the Settings tab and, under the Chat Widget option, open the drop down list and select the required widget.
3. Click Save.
You can preview the website to view what the widget will look like for contacts visiting your funnel page. To disable to the chat widget, select None from the dropdown menu.
Add the Chat Widget to an External Website
ADDING THE CHAT WIDGET TO A WORDPRESS SITE
For a WordPress website, you can install the Lead Connector plug-in. As well as being able to install the chat widget, this plug-in will also enable you to connect funnel pages.
1. Log in to your WordPress site. Navigate to Plug-ins > Add New. Search for Lead Connector.
2. Click Install Now, then Activate. Once activated, you'll now see Lead Connector as a menu option on the left side of your dashboard. Click on Lead Connector to access the settings page.
3. In SuperCoach CRM, navigate to Settings > Company, and copy your API key under Company Data.
4. Paste the API key from the CRM into the API Key field in WordPress.
5. Check the box to Enable Chat Widget and press Pull and Save.
6. Open your WordPress site, and you should see the widget in the bottom right corner.
Some WordPress theme footers will conflict with the Lead Connector plug-in. If you can't see the chat widget on your website after following these steps, you may need to follow the steps above and paste the chat widget code into your footer.php file.
ADDING THE CHAT WIDGET TO ANY SITE
You can also add the chat widget to other websites, such as Square Space or Wix.
In SuperCoach CRM, go to Sites > Chat Widget, open the required chat widget, and click on the blue <> Get Code button on the right-hand side. Copy the code and add it to the body or the footer tracking section of your website.
Chat Widget Messages
CONVERSATIONS
Individual chat widget messages will appear in Conversations. You can reply to these in the Conversations window as either an email or SMS message.
ACCESSING ALL MESSAGES
Once you've created a chat widget, you may want to review what contacts are submitting into the chat widget. You can see a summary of chat widget communications in Form Submissions. Click on Sites > Forms > Submissions, and choose Widget Form from the dropdown menu. Here you'll be able to view all the widget responses. You can click into a contact to view their profile
Chat Widget Automations
CHAT WIDGET WORKFLOW
1. Click on Automation > Workflows and click the + Create Workflow button in the top right of the screen.
2. Choose an option for the type of Workflow you wish to create, such as Start a Workflow from Scratch, and click the + Create New Workflow button again to enter the builder. Add a workflow name and press Save.
3. Click Add New Trigger and select Customer Replied. Define the filter as Reply Channel and choose Chat Widget or Live Chat.
4. Click the + to add a new event to the workflow. Choose a workflow action such as Send Email, Send SMS or Send Internal Notification and select the notification type (email, app notification, or SMS). There are also options to Send Live Chat Message.
5. Add any other required steps.
6. Toggle on Publish and press Save.
If you have any questions or need support, you can chat with us clicking on the blue dot in the bottom right corner of the software or email us at [email protected].
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