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Adding customer name to live chat sessions

Article ID: 25909 Email Print
Question
Can a customer's name be displayed in the chat window?

Answer

Make live chat software personal by interacting with prospective customers on a first name basis. Here's how you can set it up:

  1. Go to Admin panel -> Chat System -> Customization -> Pre-chat requirements.
  2. Under 'Input label' create a field that prompts the customer to enter their name.
  3. Go to the adjacent "Map to CRM" field and select "Full Name" or "First Name".
  4. Click "Save Settings" to finalize the changes.

Please note: This update is only effective for the new style chat window.
You can customize the new window in Admin panel -> Chat System -> Customization -> Chat window
(select "change window style" if you're still using the old style window)


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Article Details
Views: 7253 Created on: Jan 10, 2013
Date updated: Aug 06, 2014

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