Tired of seeing ‘You’ or ‘Visitor’ instead of your customer’s name in chat?

Feb 06, 2012 | 2 comments

Make chat personal again by interacting with prospective customers on a first name basis. Our latest update to the live chat system allows the name a visitor enters in pre-chat requirements to be their display name during the chat session. Here’s how you can set it up:

  1. Go to Admin panel -> Chat System -> Customization -> Pre-chat requirements
  2. Under ‘Input label’ locate the field that asks 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 chat window.
You can customize the new window in Admin panel -> Chat System -> Customization -> Chat window
(select “change window style” if you’re using the old style window)

 

pre chat requested information name

 

If you’re wondering what this post applies to then check out the LiveHelpNow live chat system for more information.