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Web Chat Pre-engagement Window

nickwrightmntl
Zoom Partner
Zoom Partner

I have a requirement to collect Name, email address and postcode in a pre-chat window before starting a chat conversation. As far as I can see, this can't be done if you access the chat flow directly, you have to go via a campaign. In the campaign you can create a Welcome Screen and add fields. Unfortunately, there's no postcode option, just an address. So, is it possible to add a custom field like postcode?

 

For a bonus point, I want to pre-populate these fields if the end user is logged into their account.

1 REPLY 1

LK_EXN
Community Champion | Zoom Partner
Community Champion | Zoom Partner

Hi Nick

You sure can collect that info from web chat flow using eg. Collect Input widgets and Script widget.
Save data that user provided in Collect Input widgets (one widget per each data, eg. first name, last name, postal code) to global custom variables. I've done some testing and in my case it was especially important to use custom variable for postal code. There is one predefined system variable (global_system.Engagement.postalCode), but I was unable to use it for some reason.

If you want to use data related to a user that is logged in, then I'd assume you already have info about this user in some kind of a system (eg. CRM). You would have to extract that data using HTTP call widget.