Integration

Things to know before Integration with your website

What is relationship between a “Hotline / Chat Room” and a “Click-To-Call” button?

A hotline is normally a phone number for customer to dial for enquiries, e.g. Sales, Service or Sales. By the same token, in 2ConnectMe,  hotline is an chat room with address url link, a “Click-To-Call” button, for customer to find a free agent staff for assistance.

What is relationship between “Hotline / Chat Room” and “Agent” assignment?

In agent setup, we can configure which hotlines (chat rooms) the agent staff will handle.  2ConnectMe supports agent staff handling multiple hotlines.

How 2ConnectMe works with your website?

PopUp Chat Form & Sticky Floating Chat Icon on Web Page

Floating Icon and PopUp Chat Form sticky on the bottom of web page screen provide convenient means for customers to contact your business while they have questions on the webpage.

The sticky floating chat icon collects the real time information about what web site visitors are doing on the web page. Therefore, for those advanced functions such as SEE Customer Screen, Browsing History and Auto Whisper Short Text function, it is a must for this floating chat icon integrated on your webpage.

We support PopUp Chat Form and Floating Chat Icon on WordPress with plugin , Shopify or any other HTML pages. Details of integration is here.

Click To Call Button

This is your own button on your webpage which will lead the web site visitors to go to your  contact form, voice chat or video chat. 2ConnectMe provides the Url link of Chat Room for Contact Form, Voice Chat and Video Chat. Details of integration is here.

 

Direct Contact Form / Voice Chats / Video Chats

This is your display block of web page where the Contact Form / Voice Chats / Video Chats are shown on your web page directly. This is normally put under <iframe> tag of html page.

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. Details of integration is here.


Integration Cheat Sheet

The following is the cheat sheet for quick reference of most common integrations with 2ConnectMe. For the details of integration and setup, please refer to here.


PopUp Chat Form / Floating Chat Icon on WordPress website / HTML webpage

Integration - WordPress websites

2ConnectMe provides Plugin for WordPress website. Just install the plugin and follow the instructions to configure the plugin. The video below is for illustration.

Integration with WordPress Plugin (Business Chat Room – 2ConnectMe)

Installation of “Business Chat Room – 2ConnectMe” WordPress Plugin

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

2. Activate the plugin through ‘Plugins’ menu in WordPress (Plugins -&gt; 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.

 

6. Complete Installation

 

7. Customisation of Contact Form

 

Integration - HTML web page

2ConnectMe provide html code for the floating chat icon of each of chat room. In order to have sticky floating chat icon on the web page, it only requires to put such html codes on your <body> of web page.


Integration - 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. The steps are as follows.

  1. Logon Shopify Admin Console
  2. Select Actions -> Edit Code in Customize theme 
  3. Editor view of theme.liquid file 
  4. Goto 2ConnectMe admin console and select Website integration tab. Customize the form and Click COPY HTML to CLIPBOARD.
  5. 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. 
  6. 2ConnectMe HTML codes pasted and Click SAVE in Shopify Admin.
  7. Verify the result 

Click To Call button on WordPress, Drupal, Joomla, Facebook, Youtube, Linkedln, Meeting Request, MailChimp

  • 2ConnectMe provides you the web url address link for each of hotlines chat rooms.
  • For Click To Call button on Social Media, e.g. Facebook, Youtube, LinkedLn, you just copy and paste such chat room address link in your post or even on your own meeting request. The visitors just need to click the chat room address link to initiate a chat through a normal browser.
  • For Click To Call button on WordPress, Drupal, Joomla, you only need to create your own button for “Click-To-Call” with such url link as an action. Such integration is simple and offers the greatest flexibility for all the common Content Management Systems (WordPress, Drupal, Joomla or any others).
  • For Click To Call button with Google Sites, we have simple integration for Contact Form, “Click-To-Call” button, Link “Text to Call”, Link “Image to Call” without programming skills needed.
  • For Click To Call button with MailChimp or any plain text marketing campaign, you may just put an action buttons or any texts and link them with URL link address of chat room.

Direct Contact Form / Voice Chat / Video Chat

Direct Contact Form / Voice Chat / Video Chat are forms directly shown on the webpage. It is normally put under <iFrame> of webpage.

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

Example of Advance Use Case

Example Use Case

The example below illustrates a real use case for how to setup 2ConnectMe for multiple hotlines (chat room) to support Service team, Sales team and General enquiries team with languages English and Chinese

I want to setup the following hotlines (chat rooms)

  • Service team,
  • Sales team,
  • General Enquiry team.

Since the customer is coming from around the globe. I need to divide the customer call by languages as well,

  • English,
  • Chinese

and my teams will also be divided into English and Chinese team for each of the hotline (chat room).

How should I setup such configuration in 2ConnectMe?

 

Suggested Solutions

Step 1: To create 6 hotlines (chat rooms) with names below below.

Detail steps are here.

  • SERVICE_ENGLISH
  • SERVICE_CHINESE
  • SALES_ENGLISH
  • SALES_CHINESE
  • GENERAL_ENGLISH
  • GENERAL_CHINESE

After creation, it will contain the above 6 hotlines (chat room) in Hotline Admin.

** Tips: The name of hotline (chat room) should be as short as possible. Partial name may be displayed in 2ConnectMe Agent Phone due to limited size in screen, particularly in mobile devices. For illustration purpose, the above examples are with such long name. 

screen-shot-2016-12-13-at-9-37-23-am

 

Step 2: Assign the hotlines (chat rooms) to each of agent according to his own skill sets. Go to Account settings and check the hotlines required to handle. Then, check “I’m not a robot” and click “Update Profile”. For example, the agent below is assigned with hotline “GENERAL_CHINESE” and “SALES_ENGLISH”.

screen-shot-2016-12-13-at-9-38-06-am

 

Step 3: Put the “Access Link”, an url link, of corresponding hotlines (chat room) to your website. Please note that you may want to put url link under your own custom “Click-To-Call” button. The “Access Link” information is in Hotline Admin as shown below.

screen-shot-2016-12-13-at-9-37-23-am