Pure Chat Integration

Pure Chat is a live chat software designed for small to mid-sized teamsthat helps to generate more leads and drive sales.

Note:

• If you haven’t added your WhatConverts tracking code 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 Pure Chat Install Code.

1Where your Pure Chat Widget is installed on your page, add the following code directly above your installation code:

<script type="text/javascript">
var source_data = oqhaqzwnbjgcpycneryg('wc_client');
</script>

Place the following code directly below your installation code:

<script>
purechatApi.on('chatbox:ready', function () {
     purechatApi.set('visitor.company', source_data);     
});
</script>

2Log into Pure Chat. In the left-side navigation, click on "Websites". Where your Pure Chat box is On, click "Customize".

Select "Chat". Under the Start Chat menu, Uncheck the Other box. Click "Save".

3Go to Zapier and click "Make a Zap". Search for and select "Pure Chat as your Trigger App. Click "Finished Chat" under Choose Trigger Event. Click "Continue". Select or add your Pure Chat account and continue. Select the Chat Box from the drop down and continue.

In an incognito window, go to the website Pure Chat installation is installed on, but add the following to the end of your URL:

?utm_source=PureChatTestSource&utm_medium=PureChatTestMedium&utm_keyword=PureChatTestKeyword&utm_content=PureChatTestContent&utm_campaign=PureChatTestCampaign&gclid=TestGclid&msclkid=TestMSClkID&force_utm=true&wc_clear=true

Start and end a chat.

Go back to Zapier, click "Test & Review" on your Pure Chat step. Select the "Finished" chat.

4Click "Do This..." and select "Formatter by Zapier" as a new step. Select "Text" as your Action Event. Select "Split Text" under Transform. Under Values click the "Insert a Field" and select "Company from Step 1.

Under Separator type + and under Segment Index select "All (as Separate Fields)" from the drop-down.

Click "Test & Continue".

7Click the "+". Add an additional "Formatter by Zapier" Action Step. Select "Text" as your Action Event. Under Transform, select "URL Decode" and click "Insert a Field" locate and select the Landing Page URL from Step 3 of your Zap. In the example below, it is "Output Item 13" from the Values drop-down.

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

8Click 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 Pure chat.

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 Customize Lead Template as follows:

Lead Type

• :

Chat
Profile

• :

Your WhatConverts Profile
Referrer Source

• :

Zap step 3 - Output Item 1
Referrer Medium

• :

Zap step 3 - Output Item 3
Referrer Campaign

• :

Zap step 3 - Output Item 5
Referrer Content

• :

Zap step 3 - Output Item 7
Referrer Keyword

• :

Zap step 3 - Output Item 9
IP Address

• :

Zap step 1 - IP Address
User ID

• :

Zap step 3 - Output Item 15
Gclid

• :

Zap step 3 - Output Item 11
Msclkid

• :

Zap step 3 - Output Item 17
Lead Page

• :

Zap step 1 - Website
Landing Page

• :

Zap step 4 - Output Item 13

Add the following field under Additional Fields:

Email Address

• :

Zap step 1 - Email
Name

• :

Zap step 1 - Name
Chat Log URL

• :

Zap step 1 - View Transcript URL

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

9Go 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 Pure Chat.