How to Activate the Offerchat Pre Chat Form for a Better Live Chat Customer Support
“Success is where preparation and opportunity meet.”
- Bobby Unser
There is one very nifty live chat feature you can activate in the live chat widget on your website that bears the potential of making each chat session a successful live chat customer support feat – the pre chat form.
The pre chat form is a very brief form consisting of three fields max. Once activated, a site visitor would need to fill out the pre chat form before initiating a live chat with an agent through the widget on your website. Two fields, name and email address, are automatically displayed by default once the pre chat form is activated. The third field, which is the message/question field, is optional and will be included only if you choose and configure it from the dashboard.
How to configure the Pre Chat Form
Note: Administrator access is needed when activating the pre chat form. Thus, the account owner or an admin has to login to the Offerchat dashboard to configure it.
Prerequisite steps: To activate the pre chat form, login to the Offerchat dashboard or client chat panel using the registered email address and password. Once inside the dashboard, select a website on your left where you want to activate the Pre Chat form. A dropdown of additional options should appear.
- Go to Widget Settings.
- Click Pre Chat Form from the options at the top.
- Click Enable to activate the pre chat form on the live chat widget on your site.
- Tick the box to require users to enter a message or question before starting the chat if you want to. (optional)
I’m sure you’ll thank your lucky stars in the future for activating the pre chat form in the Offerchat live chat customer support widget on your site. The two default fields, the name and email address, are not only means to generate leads but also a convenient information of the necessary contact details if you need to get back to a customer disconnected from the chat session for some unexpected circumstances.
Therefore, not only can you make sales but also save sales. But the best part is winning customer loyalty to your brand because you took the extra mile of restarting a conversation when other companies will just have dropped.
Cheby writes about live chat insights, improving conversions, epic customer service, online marketing and everything in between. She will take you by the hand in exploring how to extend your website's earning power through Offerchat's smart live chat tool, and even smarter live chat people.