Live Chat | What to include in the order?

Modified on Tue, 26 Oct, 2021 at 3:44 PM

Please complete the following questions complete the Total Live Chat order.  

*If not applicable please note it as N/A.  

 

To expedite order processing - Complete information and include it in the "description/body" of the order implementation ticket. 

 

Order Information 

  • Client name 
  • Wide Orbit #?
  • Business website URL? (Is the WIX or SquareSpace platform? -- YES or NO)
  • Leads sold? 50? 100?
  • Hippa protected client?

 

Contact Instructions/Information 

  1. Email addresses(s) where all leads are sent?
    1. OPTIONAL, Text/SMS Mobile notification?  If so, phone#?  Mobile carrier?  (Sprint, ATT, Etc.)
  2.  English or Spanish? 
  3. Exit Popover (+100 setup)? optional pop-up as visitor exit site.
  4. Should the chat team offer to connect a visitor who wishes to speak to someone immediately?
    1. If yes, please provide the phone number and hours someone will be available to accept these calls. The visitor is expecting to be connected with a live person.
  5. Does your client offer free consultations?  Virtual consultations?
  6. Title of person chat team will reference? EX:  “Representative” or ”Project Manager”
  7. Client's business hours?

 

GEO Location – Service Area 

  1. Client service/geographic coverage area? 
  2. If asked, what are directions to your client's business?

 

Google Analytics 

  1. Does your client want this campaign linked to their Google Analytics account?
    1. If yes, please provide the GA account ID - UA number

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