Greetings – Form

PRO Feature

Get the required data from the website visitor before initiating the chat.

The Form data filled by the user:

  • Attach to the prefilled message
  • Get an email notification
  • Call a Webhook URL to integrate with other applications.

Demo:

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Navigate to ‘Click to Chat’ —> ‘Greetings’ and select ‘Greetings Dialog- Form’.

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Greetings dialog has 3 rich text editor blocks to construct the text with its toolbar widgets.

  • Header content
  • Main content
  • Bottom content

Variables like {site},{title}, and {url} can also be used in these text editors. The values of these variables are replaced dynamically:

{site} – changes to the current website name.
{title}- changes to the title of the current page. (If it’s the home page, then change to the website name.)
{url} – replaces with the current page URL.

Header Content:

The text present in the header content appears at the top of the greetings dialog.

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Here, {site} is dynamically replaced with the website name.

Main Content:

The content present in the main content appears inside the message box of the greetings dialog body.

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Here, {title} is replaced with the current page title.

Bottom Content:

The text present in the Bottom Content appears at the bottom part of the greetings dialog.

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Call to Action:

This text appears on the WhatsApp button of the greetings dialog.

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Greetings Form Builder:

Greetings Dialog- Form builder has 4 types of input fields. We can add any number of these fields within the greetings dialog by clicking on “Add Field”.

Text:

A test accepts a single line input.

As “Add to Prefilled message” is selected, the value of the Name field Deo is displayed in the Prefilled message.

Email:

Email is a text box that accepts email ids as input.

Text Area (large field):

The text Area accepts multi-line input. It can be used for Messages, and feedback which takes more data.


Checkbox:

A check box is an input type to accept or select a corresponding value. e.g. Accepting privacy policy, terms and conditions, cookies, etc.

In the check box field name, we can attach a link along with the text in markdown style.

[text](link)

The link will be attached to the text inscribed in brackets[text]. The link must include protocol like http:// or https://

E.g. Accept [Privacy Policy](https://holithemes.com/privacy-policy)

To give a name to the form fields, enter it in “Field Name”. The placeholder value appears inside the form field.

Required:

If “Required” is selected, it becomes mandatory for the users to fill the form field. It prompts an error message when unfilled.

If ‘Required’ is selected and the form field value is empty, then an error message prompts.
Add to Prefilled message:

If “Add to Prefilled message” is checked, the value entered in the form field displays in the pre-filled message.

Email Notification and Webhooks:

Email Notification: Whenever a user fills the greetings form present in the website, the data entered in the form is received as an email to the email address added at Greetings form. If there are any cache plugins in use, set cache lifespan to less than 8 hours or use webhooks.

Webhooks: Whenever user fills the greetings form, the Webhook callback url added at greetings from gets triggered.


Call to Action Button type:

The Call to Action button has two styles. Select any of these styles.

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Themes Button (style-1): ‘Style 1’ is applied to the Call to Action button, which looks like the current site Theme’s button color. We can customize this Call to Action button at Click to Chat —> customize —> style-1.

Button with WhatsApp Icon(style-7 Extend): This is the default value. We can customize style-7 extend at Click to Chat —> customize —> style-7 Extend.

Color Customization:

Customize Background colors to Header content, main content, and message box. To change the colors, either enter a hexadecimal color value or select any color from the palette. Click on ‘Default’ to apply the default color.


With the Default color values, the Greetings dialog- form appears like this:

Display:

This feature displays greetings dialog based on the type of device. It has 3 attributes.

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Desktop and Mobile: This is the default attribute. The greetings dialog appears on all desktop and mobile devices.
Desktop Only: Greetings dialog is displayed only on desktop devices.
Mobile Only: Greetings dialog is displayed only on Mobile devices.



Initial stage:

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Open: Greetings dialog appears by default. Whenever user closes the greetings dialog on any page in the website, the greetings dialog automatically gets hidden on all the pages of the website. Greetings re-appear only after the user clicks on WhatsApp.
Here, User Action is the key. If user closes greetings dialog, then it is closed on all the pages. If user opens on any page, it will open by default on all the pages that user visits.

Close: The greetings dialog is hidden by default. Greetings appear only when a user clicks on the WhatsApp button.


Actions:

Actions are useful to promote the Greetings message at a particular time, page scroll.

  • If the Initial stage is set to Open, the greetings dialog appears immediately. But, if a user closes the greetings dialog on any page, then it will re-appear based on ‘Actions’
    .
  • To display the greetings dialog only after a particular time and scroll delay, please set the initial stage to ‘close’.
Time Action:
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Greetings dialog appears on the web pages after completion of the specified time in ‘Time action’. The value of ‘Time Action’ is in seconds.

If Initial stage is set to ‘Open’: By default, greetings dialog appears immediately on the webpage for the first time. Afterwards, greetings appear only after completion of the give time action value.

If Initial stage is set to ‘Close’: Greetings dialog appears after completion of the given time action value. When Greetings is closed on any page, it re-appears after completion of the given time action value.

Scroll Action:
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The value entered in the scroll action is taken as the percentage value. The greetings dialog appears after scrolling down the webpage to this value. From the above image, greetings appear after user scrolling down to 50% of the webpage.

If both time and scroll action values are given at once, then whichever value finishes first will be executed.


Text Editor Tips:

  • Toolbar Toggle: To explore all the menus in the text editor, click on the toolbar toggle and customize accordingly.
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  • Visual/Text: In these text editors, we can customize the text either visually or by HTML code in the tab “Text”.
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