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

March 4th, 2016 | 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.

    Customize Live Chat
  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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