Generate chat button HTML
The primary connection between Digital DX and your chat customers is a snippet of HTML code that you generate together with a chat button and insert to your site.
When choosing an HTML snippet for your site, you are asking yourself the following questions:
- Which button or link are you showing to customers?
- Are you collecting information about customers so you can analyze and react to visits even before they chat?
- Are you tracking conversion events so you can relate specific chats to actual sales or other milestones?
- Are you inviting customers to chat based on characteristics of their visit such as page visited, length of visit, and more.
Here's how to set up a Digital DX chat button HTML snippet to create a "gate" between customers and Digital DX. For this first test we'll create a Floating Chat button.
You must re-copy and re-insert your HTML code after making any of the following changes:
- When you associate a new chat button (static or floating) with your HTML (rather than modifying an existing chat button)
- When you associate a new website with your HTML (rather than modifying an existing website)
- When you toggle Pass custom information about customer on/off
- When you change the Conversion Code associated with your HTML
- When you change the invitation rule set associated with your HTML