How to add a new field in Pre-Chat Window?

April 21st, 2018 | Settings & Customizations

You can add new fields in the Pre-Chat window to collect information you need from visitors.

Step by Step Instructions

  1. Log into your Comm100 account.
  2. Click Campaign at the left menu.

    Note: If you have multiple campaigns, please choose the campaign you are using from the right top dropdown list.

    Live Chat Campaign Main Menu
  3. Click Pre-Chat and enable it.
    Enable Pre-Chat Window
  4. Scroll down the page to the Set Fields section and click Add a field.
    Add New Pre-Chat Fields
  5. Create your own field in the New Field window and set visible or required property for visitors, then click OK.

    Note: Visible means that the field will be shown in the pre-chat window. Required means the visitors need to fill in this field.

    Visible and Required Options in Pre-Chat Window
  6. Click Save Changes to save.

After that, the new field will appear in the Pre-Chat window and the visitors need to fill in the required fields before starting a chat. Meanwhile, the information filled in the Pre-chat window will be displayed on Agent Console Window for agents.

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