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    Help Center Integrations

    Customerly Chat Integration


    New Dashboard
    Legacy Dashboard

    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.

    Customerly Integration App ID

    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 TriggerContinue".

    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.

    URL Decode Customerly

    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

    Customerly Chat implementation

    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.

    Customerly Chat Lead

    If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com

    Customerly.io is a chat and help software that helps you interact with visitors to your site. Using Zapier, you can integrate Customerly with WhatConverts and get incoming user information from chat along with marketing data directly to your WhatConverts dashboard.

      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.

    Customerly Integration App ID

    2Go to Zapier and "Make a Zap". Select "Customerly" as your Trigger App and "New Lead" as the Trigger.

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

    Test your Trigger step, click "Test and ReviewDone Editing".

    3Click the "+". 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.

    Transform URL Decode

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

    4Click the "+" to add an Action Step and select "WhatConverts" as your Action App. Select "Create Lead" then 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

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

    5Go to WhatConverts. Select your profile and click "Dashboard". Find your new Chat Lead and click "View Details". You can now see your chat leads importing from Customerly.

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    Whatconverts Features for your Business
    Chat Tickets Captured
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    Full Chat Transcripts
    Lead Tracking Full Chat Transcripts

    See the full chat transcript alongside lead details, instantly.

    Chat Tracking in Google Analytics
    Lead Tracking Chat Tracking in Google Analytics

    Automatically send chat events to Google Analytics to define conversion funnels.

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    Subscribe to our newsletter and get proven marketing strategies for growing your business.

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