• For the Actionera Marketing Portal
  • Not for the Creator Portal


Installing the Actionera Chat Widget on client websites is one of the easiest ways to generate leads without ad spend.


The Chat Widget supports Live Chat (useful for companies with sales and support teams read to respond right away), SMS messaging, and WhatsApp messaging (if enabled on the account).  In any case, the Chat Widget installation is simple and requires no development knowledge or technical skills. 



TABLE OF CONTENTS

  • How to install the Chat Widget to a funnel and or website in Actionera
  • How to Set Up and Test the Chat Widget
  • How to Set Up and Install the Chat Widget on a Wordpress Site
  • Frequently Asked Questions
  • Related Articles



How to install the Chat Widget to a funnel and or website in Actionera



Be sure you have purchased a phone number and completed the required A2P registration in the sub-account in order for the SMS replies to be sent. For more information, please visit: How to Purchase a Phone Number in a Sub-Account



How to Set Up and Test the Chat Widget



Step 1: Once you have a chat widget set up, you'll want to configure a Workflow Trigger to notify when a conversation is initiated via the chat widget. 


To do this, the trigger event should be "Customer Replied" with a filter for "Reply Channel" set to "Chat Widget" like this:




Every "Reply channel" will require its own respective trigger. For the example above we are only using "Chat Widget", if you wanted to use Google Messages you would need to setup a NEW trigger and or workflow for that specific event.



Step 2: Next click the + > Search for "Internal notifications" > You can select from 3 options:


1. Email - Send email to a specific Users or custom email


2. In-app notification - Send a notification via the web app or mobile app to a specific Users or all


3. SMS - Send SMS to a specific Users or custom number 



Quick Tip: 

Use the "{{message.body}}" custom value in your notification email/text to display the message that the user entered into the chat widget.



How to Set Up and Install the Chat Widget on a Wordpress Site




Frequently Asked Questions

Q1: Can I customize my chat widget messaging per page?

The current configuration of the webchat widget does not allow for dynamic messaging. Although the widget can be used on multiple pages, the messaging will remain consistent with the initial setup.


Q2: Can I create multiple chat widgets in a sub-account?

Yes, you can create more than one chat widget per sub-account!