Webchat Widget for WordPress Site

Adding a chat widget to your WordPress site is a powerful way to enhance customer engagement, allowing visitors to communicate with you in real time directly from your website. Whether you're running a business, a blog, or an online store, integrating a chat widget can improve customer support, increase conversions, and provide a seamless user experience. This article will guide you through the process of setting up and adding a chat widget to your WordPress site, using a simple approach.

How to Add a Chat Widget to Your WordPress Site

Step 1: Set Up Your Chat Widget in Referins platform

1. Navigate to the Sites section in Referins platform and select Chat Widget.

1. Types of Chat Widgets

When setting up your chat widget, it's important to choose the type that best suits your team's needs and communication style. Here are the different types of chat widgets you can create:

SMS / Email Chat

This type of chat widget is designed to collect the visitor’s contact information, allowing your team to respond later via SMS or email. It’s ideal for small teams that may not be available around the clock. With this option, you ensure that every inquiry is captured and can be followed up on, even if immediate responses are not possible.

Live Chat

Live chat enables real-time, two-way conversations directly within the chat widget. This is an excellent option for teams that have 24/7 coverage, allowing them to engage with visitors instantly. When paired with Conversation AI, live chat can be a powerful tool for providing immediate, personalized support.

WhatsApp Chat

Integrating WhatsApp into your chat widget allows for two-way conversations within the familiar WhatsApp interface. This option is particularly useful for small teams that aren’t staffed 24/7, as it leverages WhatsApp’s widespread usage for seamless communication. Visitors can connect with your team through WhatsApp, offering a convenient and familiar channel for interaction.

Each type of chat widget offers unique benefits, so choose the one that aligns with your team’s availability and your business’s communication goals.

1. Personalize your chat widget to match your brand by adjusting its look and feel. Customize the widget's colors, fonts, and styles, and choose a layout for the chat window that enhances user experience. Tailor messaging options like greetings and prompts to guide visitors smoothly. Use the chat widget preview to see your changes in real-time and ensure everything aligns with your brand before going live.

1. Save your chat widget setup.

Step 2: Download and Install the WordPress Plugin

1. Log in to your WordPress site and navigate to Plugins > Add New.
2. Alternatively, hover over to the top right of the screen, click on ‘get it for wordpress’.
3. In the search bar, type “Lead Connector” and click download next to the plugin.

1. Once installed, click Activate to enable the plugin on your WordPress site.
2. After activation, you'll see “Lead Connector” in the menu on the left-hand side of your WordPress dashboard.

Step 3: Link Your CRM with WordPress

1. In Referins platform, go to Settings > Business Profile > General Information and locate your API key under "General Information."

1. Copy the API key.
2. Go back to your WordPress dashboard, and click on Lead Connector in the menu.
3. Paste the copied API key into the API Key field in the Lead Connector settings within WordPress.
4. Check the box to enable the chat widget, confirm or edit your widget’s heading and subheading, and click Save.

Step 4: Finalizing the Chat Widget on Your Site

1. Open your WordPress site, and you should now see the chat widget in the bottom right corner.

1. The communications from this widget will appear in the Conversations tab of your CRM platform.

Step 5: Retrieve Updates for the Chat Widget

1. If you make any changes to your chat widget within the CRM, you'll need to pull these updates to your WordPress site.
2. Navigate to the Lead Connector tab in your WordPress dashboard and click Pull Any Updates to ensure your widget reflects the latest changes.

Key Features and Benefits

• Real-Time Engagement: The chat widget allows for instant communication with your website visitors, fostering stronger relationships and providing timely support.
• Easy Integration: With the WordPress plugin, integrating the chat widget into your site is hassle-free and requires minimal technical knowledge.
• Customizable: Tailor the chat widget to match your brand's look and feel, ensuring a consistent user experience across your site.
• Efficient Updates: Easily pull updates from your CRM system to ensure your chat widget remains current with any changes you make.

Pro Tip

If you already have the Lead Connector plugin installed and need to update it to the latest version, you may need to uninstall and reinstall the plugin. To do this:

1. Navigate to the WordPress Dashboard > Plugins.
2. Under the “Active” tab, deactivate Lead Connector.
3. Go to the “Inactive” tab, and click Delete to remove the plugin.
4. Follow the installation steps again to reinstall it.

FAQ

1. What should I do if the chat widget doesn’t appear on my site after setup?

Ensure that the API key is correctly entered in the Lead Connector settings within WordPress, and that the widget is enabled. Double-check your WordPress site’s settings and clear your browser cache before refreshing the page.

2. Can I customize the appearance of the chat widget after it’s been added to my site?

Yes, you can customize the chat widget’s appearance within your CRM under the Chat Widget settings. Once customized, remember to pull the updates to your WordPress site using the “Pull Any Updates” feature.

3. What if I make changes to the chat widget in my CRM?

If changes are made to the chat widget within the CRM, you must pull the updates to your WordPress site by navigating to the Lead Connector tab in WordPress and clicking “Pull Any Updates.”

4. Do I need to uninstall the Lead Connector plugin every time there is an update?

Not necessarily. Only uninstall and reinstall the plugin if you encounter issues with updating or if you’re instructed to do so for specific updates.

5. Can I use the chat widget on multiple WordPress sites?

Yes, you can use the chat widget on multiple WordPress sites. However, you’ll need to install the Lead Connector plugin and enter the appropriate API key for each site.