Customerly Chat Integration

Note: If you haven't added your WhatConverts tracking script to your website, add your tracking script. If you are using the WhatConverts WordPress Plugin, you will want to deactivate the plugin and place your WhatConverts Tracking Code above your Customerly Integration Code.

1On your website where you have placed your Customerly Javascript Installation Code, replace your Customerly Basic Javascript for Website Visitors Installation Code.

Note: You will need to use the "Javascript Code Method" to install Customerly on your website.

<script>
var cookie = oqhaqzwnbjgcpycneryg('wc_client');
    var source='',medium='',campaign='',content='',keyword='',gclid='',landing_page='',user_id='',msclkid='';
if (cookie) {
    var cookie_parts = cookie.split('+..+');
    if (cookie_parts[0])
        source = cookie_parts[0];
    if (cookie_parts[1])
        medium = cookie_parts[1];
    if (cookie_parts[2])
	campaign = cookie_parts[2];
    if (cookie_parts[3])
	content = cookie_parts[3];
    if (cookie_parts[4])
	keyword = cookie_parts[4];
    if (cookie_parts[5])
	gclid = cookie_parts[5];
    if (cookie_parts[6])
	landing_page = cookie_parts[6];
    if (cookie_parts[7])
	user_id = cookie_parts[7];
    if (cookie_parts[8])
        msclkid = cookie_parts[8];
}
    window.customerlySettings = {
        app_id: "********",
 attributes: {
    source: source,
    medium: medium,
    campaign: campaign,
    content: content,
    keyword: keyword,
    gclid: gclid,
    landing_page: landing_page,
    user_id: user_id,
    msclkid: msclkid
        }
    };
    !function(){function e(){var e=t.createElement("script");
    e.type="text/javascript",e.async=!0,
    e.src="https://widget.customerly.io/widget/a3026979";
    var r=t.getElementsByTagName("script")[0];r.parentNode.insertBefore(e,r)}
    var r=window,t=document,n=function(){n.c(arguments)};
    r.customerly_queue=[],n.c=function(e){r.customerly_queue.push(e)},
    r.customerly=n,r.attachEvent?r.attachEvent("onload",e):r.addEventListener("load",e,!1)}();

</script>

Note: Replace ******* with your Customerly App ID. You can find your App ID inside of your Customerly Javascript Installation Code.

Once implemented, go to your website. Start and end a test chat.

2Go to Zapier and click "Create Zap". Select "Customerly" as your Trigger App and "New Lead" as the Trigger Event.

Note: To connect Customerly to Zapier, please see Customerly's help document here.

On the Test trigger page, click "Test Trigger". Select the newest chat lead and click "Continue".

3Search for and select "Formatter by Zapier" as your Action App. Select "Text" as your Action Event. Under Transform, select "URL Decode" and select "User Attributes Landing Page" from the Values drop down.

Click "Continue". Review the data and click "Test and Continue".

4Click the "+" to add an Action Step and select "WhatConverts" as your Action App. Select "Create Lead" as your Action Event. Click "Continue". Select your WhatConverts account to integrate with Customerly.

Note: If you have not set up a WhatConverts account in Zapier, you can follow the detailed instructions in Connecting to Zapier.

Set up your Template as follows:

Lead Type: Chat
Profile: Your WhatConverts Profile
Referrer Source: User Attributes Source
Referrer Medium: User Attributes Medium
Referrer Campaign: User Attributes Campaign
Referrer Content: User Attributes Content
Referrer Keyword: User Attributes Term
IP Address: IP Address
Gclid: User Attributes Gclid
Msclkid: User Attributes Msclkid
User ID: User Attributes User ID
Lead Page: Last Page Viewed
Landing Page: User Attributes Landing Page
Operating System: Operative System
Browser: Browser Name

Add the following field under Additional Fields:

Email Address: Email
Name: Name

Click "Continue" and send a test to WhatConverts. When the test is successful, you can name your Zap and turn your Zap "on".

5Log into the WhatConverts profile set up in the Zap. Click "Leads" in the top menu. Review the Customerly Chat that was sent in the previous step.