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    Help Center Integrations

    SnapEngage Chat Integration


    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 SnapEngage Install Code.

    1Where your SnapEngage 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>

    2Log into SnapEngage. Under Current Widget select "Settings".

    Current Widget Settings - SnapEngage Chat Tracking

    Select "Options" at the top of the Settings Menu. Beside Collect additional information add the following JavaScript Variable: source_data

    SnapEngage Chat Tracking - Source Data

    Click "Save Changes".

    3Go to Zapier and click "Create Zap". Search for and select "Webhooks by Zapier as your Trigger App. Click "Continue". Select "Catch Hook as your Trigger and click "Continue". Copy the webhook URL to your clipboard.

    4Go back to SnapEngage. In the Settings Menu select "Integrations". Paste the webhooks URL from Zapier in Integration URL box and click "Save Changes".

    SnapEngage Chat Tracking - Integration Webhook URL

    5Go to your page SnapEngage is installed on and start (and end) a chat session.

    6Return to the Zapier setup, click "Test trigger". Select one of the "Hooks" Zapier has pulled as a sample.

      Note: Make sure you've selected the test chat you created in the previous step.

    Click "Continue".

    7Select "Code by Zapier" as your Action App and "Run JavaScript" as your Action Event.

    Under Input Data type "source_data" and select the "Javascript Variables" from Step 1 - Catch Hook. Under Code, paste the following:

    var [source,medium,campaign,content,keyword,gclid,landing_page,user_id,msclkid] = ['','','','','','','',''];
    var data = inputData.source_data.match(/name: source_data\nvalue: (.*)/);
    if (data[1]) {
        var data_parts = data[1].split('+..+');
        if (data_parts[0])
            source = data_parts[0];
        if (data_parts[1])
            medium = data_parts[1];
        if (data_parts[2])
            campaign = data_parts[2];
        if (data_parts[3])
            content = data_parts[3];
        if (data_parts[4])
            keyword = data_parts[4];
        if (data_parts[5])
            gclid = data_parts[5];
        if (data_parts[6])
            landing_page = data_parts[6];
        if (data_parts[7])
            user_id = data_parts[7];
        if (data_parts[8])
            msclkid = data_parts[8];
    }
    output = [{source: source, medium: medium, campaign: campaign, content: content, keyword: keyword, gclid: gclid, landing_page: landing_page, msclkid: msclkid}];

    Click "Continue". Run a test and click "Continue".

    8Click "+" to add an Action Step. Search for and select "WhatConverts" as your Action App and "Create Lead" as your Action Event. Select your WhatConverts profile to integrate with SnapEngage.

      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: Step 2 - Source
      Referrer Medium: Step 2 - Medium
      Referrer Campaign: Step 2 - Campaign
      Referrer Content: Step 2 - Content
      Referrer Keyword: Step 2 - Keyword
      User ID: Step 2 - User ID
      Gclid: Step 2 - Gclid
      Msclkid: Step 2 - Msclkid

    Add the following field under Additional Fields:

      Transcript: Step 1 - Transcripts
      Email: Step 1 - Requester Details Emails
      Name: Step 1 - Requester Details Name
      Chat URL: Step 1 - URL

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

    9Go to your website. Start and end a new chat. Log into the WhatConverts profile you have set up the SnapEngage integration in. Click "Leads" in the top menu. Under Lead Manager, check for a new Chat Lead to ensure SnapEngage Chat is tracking properly.

    Tested Chat Lead

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

    SnapEngage is a live chat software that is designed to allow your sales and support teams to interact with customers.

      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 SnapEngage Install Code.

    1Where your SnapEngage 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>

    2Log into SnapEngage. Under Current Widget select "Settings".

    Current Widget Settings - SnapEngage Chat Tracking

    Select "Options" at the top of the Settings Menu. Beside Collect additional information add the following JavaScript Variable: source_data

    SnapEngage Chat Tracking - Source Data

    Click "Save Changes".

    3Go to Zapier and click "Make a Zap". Search for and select "Webhooks by Zapier as your Trigger App. Click "Continue". Select "Catch Hook as your Trigger and click "Continue". Copy the webhook URL to your clipboard.

    4Go back to SnapEngage. In the Settings Menu select "Integrations". Paste the webhooks URL from Zapier in Integration URL box and click "Save Changes".

    SnapEngage Chat Tracking - Integration Webhook URL

    5Go to your page SnapEngage is installed on and start (and end) a chat session.

    6Return to the Zapier setup, click "Ok, I did this". Select one of the "Hooks" Zapier has pulled as a sample.

      Note: You can select the grey down arrow to view the data from your chat. Make sure it's the chat you started after completing the previous steps.

    Click "Continue".

    7Click "+ Add a Step". Select "Code by Zapier" as your Action App and "Run JavaScript" as your Action.

    Under Input Data type "source_data" and select the "Javascript Variables" from Step 1 - Catch Hook.

    SnapEngage Chat Tracking - Edit Javascript Variables

    Under Code, paste the following:

    var [source,medium,campaign,content,keyword,gclid,landing_page,user_id,msclkid] = ['','','','','','','',''];
    var data = inputData.source_data.match(/name: source_data\nvalue: (.*)/);
    if (data[1]) {
        var data_parts = data[1].split('+..+');
        if (data_parts[0])
            source = data_parts[0];
        if (data_parts[1])
            medium = data_parts[1];
        if (data_parts[2])
            campaign = data_parts[2];
        if (data_parts[3])
            content = data_parts[3];
        if (data_parts[4])
            keyword = data_parts[4];
        if (data_parts[5])
            gclid = data_parts[5];
        if (data_parts[6])
            landing_page = data_parts[6];
        if (data_parts[7])
            user_id = data_parts[7];
        if (data_parts[8])
            msclkid = data_parts[8];
    }
    output = [{source: source, medium: medium, campaign: campaign, content: content, keyword: keyword, gclid: gclid, landing_page: landing_page, msclkid: msclkid}];

    Click "Continue". Run a test and click "Continue".

    8Click "+ Add a Step". Select "WhatConverts" as your Action App and "Create Lead" as your Action. Select your WhatConverts account to integrate with SnapEngage.

      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: Step 2 - Source
      Referrer Medium: Step 2 - Medium
      Referrer Campaign: Step 2 - Campaign
      Referrer Content: Step 2 - Content
      Referrer Keyword: Step 2 - Keyword
      User ID: Step 2 - User ID
      Gclid: Step 2 - Gclid
      Msclkid: Step 2 - Msclkid

    Add the following field under Additional Fields:

      Transcript: Step 1 - Transcripts
      Email: Step 1 - Requester Details Emails
      Name: Step 1 - Requester Details Name
      Chat URL: Step 1 - URL

    SnapEngage Chat Tracking - Set Up WhatConverts Lead
    Click "Continue" and send a test to WhatConverts. When the test is successful, you can name your Zap and turn your Zap "on".

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

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