A quick guide to setting up chat app integration in your proposals.
You can close in record time when you have a direct line of communication with your client while they view your document. Proposify has a feature that makes it painless for your prospect to reach you. Here’s a quick guide on how to integrate your proposals with Drift, Olark, and Intercom.
Adding Your Chat Account
Whether you have chosen Olark or Drift as your chat widget, you will need to start by locating your account’s Site ID. Find out how to do that for your chosen chat app below:
Finding your Site ID in Intercom
Installing the Chat Widget
Once you’ve copied your SIte ID, select Settings from the navigation menu to reach Account Settings:
From Account Settings, click Client Preview:
In Client Preview Settings, click Chat Settings:
Select which chat app your company uses, then paste your Site ID under Application ID:
Once done, click Turn On and your integration is enabled!
IMPORTANT NOTE: If you're using Olark, make sure to copy and paste everything - including the dashes.
Activating And De-Activating Your Chat Widget
Once your account has been linked to Proposify, you’ll be redirected to the client preview settings page. There, you can activate the chat widget by clicking the checkbox next to show chat widget:
Once you save your settings, all future proposals sent will include your widget:
Looking to include the chat widget on proposals you've already created? You can enable the chat widget from your preview page as well. From the client preview page, click “show Preview Settings” found at the top right:
From that menu, ensure the “show chat widget” box is checked:
Looking to disable the chat widget? Follow the same steps and ensure that the “show chat widget” option is un-checked.
Troubleshooting Drift Widget Not Appearing
The Drift widget may not appear right away, depending on how you created your account. If you've signed up for a Drift account using email and password, you'll need to activate it on the Drift side as well.
Click here to read their support article.
Frequently Asked Questions
Can I change my chat widget colours to suit my brand?
Yes, you can! Click here to go straight to the place you can change your chat widget’s colour:
Can I change the position of my chat widget?
We limit the number of places you can move your chat widget, in order to avoid blocking important proposal information.
Can I have two chat widgets in the same account?
For now, we only have one chat widget per client preview setting. We do have the ability to have customized client preview settings depending on the workspace. Click here for more information.