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Quick Access Link

  1. Registration
  2. Ready to serve you
  3. Account Profile Configuration – Customer Greeting & Agent Photo
  4. System Customisations
  5. Create New Agents
  6. Integration – PopUp Chat Form & Floating Chat Icon  
  7. Integration – Auto Whisper Short Text 
  8. Integration – Click To Call Button
  9. Integration – Direct Contact Form / Voice Chat / Video Chat on HTML web page 
  10. Integration – Add Live Chat / Contact Form to Google Sites 
  11. Integration – Emails & Marketing 
  12. Create New Hotline / Chat Room
  13. Assign New Hotline Chat Room Agents

 

StartUp or Personal Usage

Registration

    • Just spend 2 minutes to register a new account with your email address. This email address will be used as user ID to logon. Therefore, every email address can be registered once only. If you do not find the registration email in your Inbox in 1 minute, please check your Junk mailbox. Sometimes, email systems wrongly treat it as a Junk mail.
      Watch Video: Sign Up Free

Screen: Sign Up Free
Step 1: New Company Registration   (Registration link here)
Step 1.1: Input your company information.

The key information is the email address to be registered. The email address will be used as administrator account to logon to 2ConnectMe. Please be alerted that once the email address is registered as administrator account, it cannot be changed later. Therefore, please be careful in selecting your email address for administrator account.

Step 1.2: Registered email address verification.

An validation email is sent to your registered email address. Just click to link to verify the address and it will divert you to agent logon screen. If you do not find the registration email in your Inbox in 1 minute, please check your Junk/Spam mailbox. Sometimes, email systems wrongly treat it as a Junk/Spam mail.

Step 1.3: Successful Company Activation.

Step 1.4: First time administrator logon (Logon link here)

Step 1.5: Successful logon first time

  • After validation of your email address, the address link of chat room named “GENERAL” for text chat (contact form), voice chat and video chat will be sent to your registered email address. If you do not find the “New Company” email in your Inbox in 1 minute, please check your Junk mailbox. Sometimes, email systems wrongly treat it as a Junk mail.
    Sample Email here

Ready to serve you

  • Then, you have your own chat room immediately. Using the new administrator account created, you logon either mobile Apps or through a Browser, you become ready for the calls from customers / anonymous who click the chat room address. Then, you can just paste the chat room address link to your social media, e.g. facebook, youtube, linkedln, or your own meeting request for online meeting. Immediately Working. Yes, it is like a magic!
  • For example, you may check the youtube video here which we put our live chat URL at the end of video descriptions as a public contact channel.
    Example extracted from Descriptions of YouTube video.

Account Profile Configuration – Customer Greeting & Agent Photo

The Account Profile is for configuring the agent information. Particularly, the following fields are important as they are shown to customer at the beginning of each chat.

  • Photo Url address
  • Greeting to customer

Please also take note that 2ConnectMe does not store your photo file. You may share your photo with URL from public drive, e.g. Google Drive or your photo on your Website. If this Photo Url is blank, system will base on the agent name to generate the Avatar image.

Screen: Account Profile

Hotlines / Chat room assignment checkbox is used to configure which hotline / chat room this agent will handle.

RingTone status. Please note that Android / iOS browsers do not allow playing ring tone due to security constraints.

The status of COMANY ENTITLEMENTS  (500 chats shared by all Agents). The figure above shows 3 of 500 chats (Free Tier) Company Entitlements are connected and used.

System Customisations

  • The Contact Form can be fully customised such as color theme, optional text fields, header picture, optional call buttons for text chat, voice and video call.
    Screen: Contact Form customisation

  • The chat buttons on Customer Phone can be pre-configured for each of chat room.
    Screen: Configure Chat buttons on Customer Phone

  • Company Name customisation which is used in automatic email reply to customer when customer leaves messages. If this field is empty, the default company name at the registration will be used instead.
Screen: Company Name Customisation for each Chat Room

Create New Agents

  • Even with your Free Tier account, you are entitled to have any number of new agents to handle 500 customer chats/calls per year. (After 500 customer connected chats / calls for a year, the 2ConnectMe account administrator ,the 1st user opening the account,  is still able to handle the customer chats/calls.)
Screen: New Agent setup

New Agent Creation

The free tier account already comes with  unlimited number of agents.

The following illustrate how to add a new staff (Agent) to handle the customer from different hotlines chat rooms.

  • Go to Agents menu

screen-shot-2016-12-09-at-2-34-20-pm

 

  • Press “+” button

screen-shot-2016-12-09-at-2-34-34-pm

  • Fill in the agent information and check the “Hotlines” which this new agent will handle.

screen-shot-2016-12-09-at-2-35-14-pm

 

Successful New Agent Registration.

screen-shot-2016-12-09-at-2-35-42-pm

 

Agent registered email address verification

  • An validation email is sent to your registered email address. Just click to link to verify the address and it will divert you to agent logon screen. If you do not find the “New Agent” email in your Inbox, please check your Junk mailbox. Sometimes, email systems wrongly treat it as Junk mail.

screen-shot-2016-12-09-at-2-36-07-pm

Agent Logon Screen First Time

screen-shot-2016-12-09-at-2-36-45-pm

screen-shot-2016-12-09-at-2-37-13-pm

Integration – PopUp Contact Form and Floating Chat Icons

Floating Chat Icon is sticky on the webpages. Once user clicks or mouse hovers the floating icon, either the contact form, voice chat or video chat will pop up. This provides the most convenient channel to let customers to contact your business at any time. 2ConnectMe supports PopUp Form and Floating Chat Icon on WordPress, Shopify, or any normal HTML webpages.

  WordPress Website

For those websites built on WordPress, we have WordPress Plugin for PopUp contact form.

Screen: WordPress Plugin Settings

1. Install “Business Chat Room – 2ConnectMe” plugin through WordPress store.

2. Activate the plugin through ‘Plugins’ menu in WordPress (Plugins -> Installed Plugins -> Activate “Business Chat Room – 2ConnectMe”) [Click Activate]

Open New Account in 2ConnectMe and copy & paste Url address of contact form

3. Open New Account in 2ConnectMe here – Only takes you less than 5 mins to complete.

4. Copy Url address for either “Contact Form”,  “Phone / Voice”, or “Video” of “GENERAL” hotline for WordPress in 2ConnectMe and Paste in WordPress Plugin.


Watch Video: WordPress Integration

 HTML webpages

The following diagram shows how to setup HTML codes for the chat room. Then, clicking “COPY HTML TO CLIPBOARD” and paste them inside <body> tag of any normal webpages. The webpages will then be empowered immediately with Floating icon with PopUp either Contact Form, Direct Voice and Video chats.

Setup HTML codes for chat room

 Shopify

With 2ConnectMe Chat Room HTML codes generated above (Integration – HTML webpage), such HTML codes will be copied and pasted to the <body> of Shopify Theme.

Details Setup Steps - Shopify

  • Logon Shopify Admin Console
  • Select Actions -> Edit Code in Customize theme
  • Editor view of theme.liquid file 
  • Goto 2ConnectMe admin console and select Website integration tab. Customize the form and Click COPY HTML to CLIPBOARD. 
  • Go back to Editor code view of theme.liquid in Shopify Admin. Goto the bottom of page to locate </body> tag and paste HTML codes just above  </body> of theme.liquid page. 
  • ConnectMe HTML codes pasted and Click SAVE in Shopify Admin.
  • Verify the result of Click Chat Icon & PopUp Form

Auto Whisper Short Text Triggers Setup (Optional)

With Floating Chat Icon and PopUp Chat Form configured, you can also set the conditions to define your “high potential customers” criteria. 2ConnectMe provides conditions for locations (the web page URL addresses) and duration (how long customer stays on the page).  When the conditions are met, the pre-configured whisper short text will be prompted to customer next to the chat icon as shown below.
Screen: Auto Whisper Short Text Prompts

In Hotline Chat Room menu, it can configure filters (conditions) to select particular web pages or customer clicks on the web page and stays there for some time as follows.

Screen: Auto Text Trigger Setup

After the changes made and saved, the contact from URL address link will get updated. You have to update the corresponding 3rd party integration, e.g. WordPress / HTML pages / MailChimp / Outlook Clients / Google Sites.

Integration “Click To Call” button (Also applicable to all websites )

If you need to create a custom “Click to Call” button on any location of website, you may

  • create an image for your own, or
  • find a license free icon for message , phone, video from internet, or
  • any free text as you like,

put the image/icon/free text to where you like in the webpage, use   (in WordPress Editor), or <a href=”…”> </a> tag for standard html code,  to link such image / icon/ free text with URL of either contact form, direct phone call, or direct video call.

Where is Contact Form URL? - Contact Form tab


Where is direct Phone Call URL? - Phone tab


Where is direct Video Call URL? - Video tab


Integration – Direct Contact Form / Voice Chat / Video Chat on HTML webpage

Direct Contact Form / Voice Chat / Video Chat are forms directly shown on the webpage. It is normally put under <iFrame> of webpage. The size of the form is responsive such that you have full control on where the form should be positioned on your web page. The size of the form will be adjusted automatically to fit the screen for your web page.

Due to new security restrictions of Google Chrome (ver 65 or later), you have to put additional security settings

allow=”microphone, camera”

as example shown below. You have to copy & paste your own chat room url highlighted in red below.

  • <iframe  src=”https://www.2connectme.com/custPhone.html/……” allow=”microphone; camera”></iframe>

Where is Contact Form URL? - Contact Form tab


Where is direct Phone Call URL? - Phone tab


Where is direct Video Call URL? - Video tab

Integration – Add Live Chat / Contact Form to Google Sites 

The latest Google Sites makes it a simple to create a site, no programming or design skills needed.Google Sites websites are responsive, which means they’re optimised for tablets and smartphones, too.

Integrating 2ConnectMe service to Google Sites is also simple without any programming or design skills.

For each of integration below, it requires to put the chat room URL link to the Google Sites settings. The chat room URL link can be found in Chat Room Hotline Settings below. You have to copy such URL link to your operating system clipboard for pasting it in the Google Sites settings afterwards.

Where is Contact Form URL? - Contact Form tab


Where is direct Phone Call URL? - Phone tab


Where is direct Video Call URL? - Video tab

2ConnectMe supports the following integrations with Google Sites. For reference, the example website built with Google Sites integrated with 2ConnectMe Live Chat can be found here. The integrations, embed Contact Form, Click-to-Call button, Link Text to Live Chat, Link Image to Live Chat, are in the bottom of the home page of example website.

Screenshot: Example of integration in Google Sites

Embed Contact Form

Embed Contact Form on Google Site web page

Step 1. Go to your location of your edited page where you want to put the contact form. Then click the “Embed” button as shown below.

Step 2. Copy 2ConnectMe Chat Room – Contact Form URL link address and paste it here. Then press INSERT button to insert 2ConnectMe contact form on your page.

Step 3. Contact Form is immediately effective on your page.

Click to Call button

Click to Call button of Google Site

Step 1. Go to the location of your edited page where you would like to put your click to call button. Then, press Button icon.

Step 2. Input the Text to be shown on the button and past URL link of chat room. It can be URL link for Contact Form, Voice Call or Video call which is subject to your business needs.

Step 3. Click to Call button creation completed.

Link Text to Live Chat

Link Text to Live Chat on Google Site

Go the the text box where some texts you would like to link them to a chat room.

The URL link can be Contact Form, Voice Call or Video call which is subject to your business needs.

Link Image to Live Chat

Link Image to Live Chat on Google Site

Go to the location of your edited page to place the image, e.g. Chat Icon. Then, Click Image button. Upload your image or select from your Google drive.

 

 

URL link can be Contact Form, Voice Call or Video call which is subject to your business needs.

Integration – Email Marketing Campaign

Below we describe the two most used email marketing campaigns using plan text email or MailChimp tools. The other tools can also be easily integrated by the same principle. Should you have any questions on any tools, feel free contact us.

Plain Text Email

You may just paste the URL of either Contact Form, direct Phone Call or direct Video Call in your email. Example is that 2ConnectMe send greeting email to any new account where we put URL of contact form. User can reach us to have live chat at any time.

Sample Marketing Campaign Email here

Email Text linked with Live Chat URL 

Since it is rather odd to paste URL address directly on the plain text email. It is possible to “hide” such URL address by “linking” the the text to an URL address. The following illustrate how to do that in different mail clients, .e.g. Microsoft, Mac and Gmail.

Microsoft Outlook Client

Start by highlighting the text you want to link, and then:

– Right-click and select Hyperlink from the menu.

– Go to the Insert tab and select Hyperlink.

– Press Ctrl + K.

Any of those options will bring up the Insert Hyperlink window, where you can enter your Live Chat Room URL in the Address field.

In the Outlook Web App, highlight the text you want to link and then click the Insert Link button () and enter the URL in the Insert link box that appears.

Depending on the size of your window, you may need to click the down arrows (shown in the image below on the far right) in order to access the Insert Link button.

Mail Client on Apple Mac



Gmail



MailChimp is one of the most common used email marketing campaign tools. The integration has never been easy before. Just paste URL address of chat room (2ConnectMe) to either action buttons or linked texts (MailChimp) as illustrated in the examples below.

Create Live Chat button on MailChimp email

In design & edit email, choose “Button” with Url address pasted from copied 2ConnectMe chat room URL address.


Create plain text email with Live Chat link

1. Highlight the plain text and click the link button

 

2. Paste Url address from copied 2ConnectMe Chat room URL address.

 

Growing Business and Large Enterprise

New Hotline / Chat Room

In order to support your growing business and higher call traffic, it is important to group the customer queries, in terms of the nature, e.g. Service, Sales, Support.., to be handled by Agents with skillsets required.

Planning

  • To plan the list of hotlines chat rooms you want customer to call, e.g. SERVICE, SALES, GENERAL.
  • To plan the list of agent with which hotlines chat rooms he is going to handle. 2ConnectMe allows an agent handle multiple hotlines chat room.
  • To plan the list of call types, i.e. text chat, voice call, video call for each of hotlines chat rooms.
  • The voice call and video call are supported only in the latest version of Google Chrome, Mozilla Firefox, Apple Safari and Microsoft Edge browser. Particularly, screen sharing is only supported in the latest version of Chrome (with extension installed) and Firefox browser.
  • Text Chat are supported in all browsers.

Assign New Hotline / Chat Room to Agents

Assign the agents to this new hotline / chat room so that they can be distributed with customer queries.

Watch Video: New Hotline / Chat Room and Agent assignment