How to Install Your Chat Widget

The Chat Widget lets you instantly capture visitors from your website and transform them into leads inside the system. If you are here that probably means you've already created a Chat Widget and are ready to use it. However, your Chat Widget has to be connected to a website to be functional.

So how do you connect it? The answer will depend on where you've built your website, so let's check all the ways to get the Chat Widget set. Before we begin, make sure you have created, customized, and saved at least one Chat Widget in your CRM. If you have not please check our related articles on how to do so.

Adding to All Pages of Your Funnel/Website

If you created your Website inside your CRM or you want to add a widget to a Funnel, first access that Website/Funnel inside of your sites. 

Inside the Funnel/Website general view select the Settings Tab.

Here, you will find a drop-down menu for the Chat widget. Each widget you have created will appear, allowing you to choose the one which should be added to your site.

Once the relevant Widget is chosen, click Save to make it live. This will add it to all the pages of your Funnel/Website.

Adding to a Specific Page of Your Funnel/Website 

To add the widget to a specific page, you will have to insert the Chat Widget code in the tracking code of the page. 

To get the code, click the three dots icon of your desired widget and select Edit.

Inside the Chat Widget Builder click the Get Code button at the top right corner.

Within the pop-up, you can choose how to install this code whether you'd like to use Google Tag Manager or the code itself.

Click the Copy button to save the code to your clipboard. 

Now that you have obtained the code, navigate to the Funnel Step/ Website Page you want to add the Chat Widget to. Select the Tracking Code icon on the upper navigation panel.

Paste the code in the code editor of the Footer Tracking section, then save!

Ensure that you preview the funnel or website to see what the widget will look like for contacts visiting your funnel/website page.

Adding to an External Website 

If your website is built on Squarespace, GoDaddy, or the like you will have to install the Chat Widget as an embedded element/custom code element in the header or footer code. If you are unfamiliar with how to do this, seek out the help of a web developer or your CRM administrator.

Follow the steps above to copy the code, then paste it into the relevant section of your site!

WordPress Plugin

If you are currently using WordPress for your website, select the Get it for WordPress option. You will be redirected to the page to download the plug-in. 

You can also access the Plug-ins tab inside your WordPress account. Hover over the Plugins tab within WordPress, and click on "Add New." This will take you to a page where you can search for and install new plugins.

In the search bar at the top right of the "Add Plugins" page, type in "LeadConnector." Once it appears in the results, select the "Install Now" button. After installation, an "Activate" button will appear-click it to enable the plugin on your site.

On the left-hand menu of the WordPress admin dashboard, locate and select the “LeadConnector” option. Within the plugin interface, you'll find a "Sign in" button or option. Click it to log into your account. 

After signing in, you will be prompted to choose an account (if you have multiple). 

Once you select the account, your Chat Widgets will be integrated and can be managed from the LeadConnector Dashboard!

And there you have it! Now you can start adding your Chat Widget to all your pages, helping you keep an open conversation with visitors at all times!