Deleting widgets is simple. In order to ensure you don’t accidentally delete a widget, you will need to chat with our team. One of the SnapEngage team members will need to manually delete the widget. But first, you will need to do the following:

Rename the widget as DELETEME

For our team to have the ability to the delete the …

If you are on the Design studio, head over to this article.

If you would like to require an email address from your visitor on the pre-chat form, you can make the email field required in the “Style” tab, under the “Chat box settings” section.

Just make sure the following option is on, and you are good …

Widgets

Widgets enable different configurations for different sites, products or customers. For example, a Sales widget and a Support widget.

To add a widget:

1. Log into your Admin Dashboard.

2. Click on the widget drop down and select “create a new Widget” at the very bottom.3. At this point you will be brought to the Options tab …

We’re very proud of our new Analytics system, we have been hard at work on this all-new feature for several months.

We know that actionable data is vital for improving both your business and your customers’ experience, which is why we’re proud to bring you our better, faster, stronger, more accurate, and completely new Analytics system! (Also prettier.)

How do

What is It?

With the Intelligent Pre-Chat you can let your clients find the answers they are looking for before starting a chat with you. Intelligent Pre-Chat is a feature that allows visitors to quickly get answers to FAQ’s by providing clients with a relevant list of support articles, FAQ’s, and blog entries in a matter of seconds. This allows …

1. Log into your Admin Dashboard and go to Settings.

2. Select the Agent Settings tab.

3. Select Chat Assignment.

Agent Assignment Settings

1. Notify all online agents for each incoming chat.All available agents will be notified of an incoming chat. Whichever agent responds to the chat first will claim ownership of this chat and all remaining agents are notified.Ex: [Chris

Here is a video for the admin dashboard feature Labels.

…

Most of our customers would choose which widget they want to install where, and install them accordingly on those pages. However, if you are running more of a complex operation, where you may want to detect some specific settings to determine which widgets to load, we can help with that!  In that case you may want to load one widget …

We know Google Analytics is a massive piece of software and can be difficult to track events with, so we hope with this new help doc all about tracking events can help it can be a smoother process for you.

Tracking codes?

The first thing to keep in mind is that the tracking code could vary among three options:

• gtag

Add a checkbox onto the pre-chat/offline forms for GDPR compliance

**For proactive chats or manual chats with no pre-chat form, see this article**

Do you need your visitors to check a box before starting a chat? (this may be a requirement for GDPR, for example)? Then this is really easy to do using the Design Studio (you will …

The Pre-Chat Form

Tired of seeing leads come in with no email address or name attached? Want to ask the visitor what company they are from or if they agree to your terms and conditions? The Pre-Chat Form allows you to ask the visitor a series of questions prior to a live chat.

With the introduction of our …

As part of the Design Studio, the widget selector allows you to let the visitor choose which team they want to speak to, provided that you separate your teams by widget.

So, let’s say you have a logistics team, a sales team, and a support team. You would create 3 widgets, and put logistics agents on one widget, sales …

If you recently updated to Safari 11 you may have noticed that you no longer get sounds in the chat portal. This is because of a new default Safari feature that disables auto-playing sounds. To fix this issue, follow these steps.

1. Click on Safari > Preferences in the Safari toolbar
2. Click on Websites
3. Click on Auto Play (1)
4. Change the

Follow these instructions to remove the SnapEngage Facebook plugin from your Facebook page. Note, this is for user’s using the Facebook plugin found under Settings > Integrations > Plugins and not the Facebook Messenger integration under the Channels tab.

1. Go to your Facebook fan page
2. Click on Settings located above your page header

3. Located the Edit Page …

Here are the shortcut rules:

1. Only the admin can add or delete a shortcut from within the Admin Dashboard.
2. Each message can be up to 450 characters. (If you want more information you can split the message between two canned responses.)
3. There is no limit to the number of shortcuts that can be added, but keep in …

If you are wanting to hide the mobile button, you will need to edit the code snippet you place on your website. Below are 2 options for doing this.

Use this snippet to hide the button on mobile AND disable proactive chat

<!-- begin SnapEngage code -->;
<script type="text/javascript">
  (function() {
    var se = document.createElement('script'); se.type = 'text/javascript'; se.async = 

If you want to hide the SnapEngage chat button on certain pages of your site, you will need to add some code to your SnapEngage code snippet. Below is the code you need to use.

Don’t forget to replace the placeholder widget ID with your own widget ID, and insert the strings (words) of the page URLs you want to …

If you like to keep an eye on the chat queue but aren’t always able to have the dashboard up, we have added the option to get an email notification. Here’s how to set it up.

1. In the Admin Dashboard, head over to Settings > Agent Settings > Chat Assignment.
2. Then scroll down to the “Waiting Queue Team Status” section

The Design Studio is the best place to create custom buttons, chat boxes and offline forms. Here’s a step by step guide on how to add a background image to your chat box.

Head over to your Admin Dashboard and click on Settings > Design Studio

Next, click the edit button on the theme you want to edit. 

When the …

Routing by Tag is an advanced feature, available only on Premier or higher Accounts, which enables routing of chats to the most appropriate agent based on skill-set, language, specialty etc. Setting up this feature requires configuration in the SnapEngage Admin Dashboard and can also be used in conjunction with functions inserted into your website code.

Step 1. Enable the

The design studio provides you with certain standard fields such as name, email, question, company and phone.

JavaScript variables must be identified with unique names.
They can be short names (like x and y), or more descriptive names (age, name, zip_code). These are the names that the input content will be submitted under to the agent in the chat, or …

Our new customization tool, the long awaited Design Studio about which you can read here, has arrived. It is a powerful tool that will allow you to be as artistic as you may and make your chat box and pre-chat / offline forms best suit your website.

It is a newly released tool however and as we are still …

You can have your chat communications encrypted by selecting this setting in the Options tab of your widget settings:

…

Update 9/28/17  This feature will NOW work with Design Studio.

While we are working on our own built-in post-chat survey option (stay tuned for this feature in the near future) you can use our ‘post chat window’ option to display custom content after the chat in the mean time.

You can display a link to a survey on your side, …

Our pre-chat form will have a light grey background to move the visitors focus to the SnapEngage window.

To disable this effect on your website just add the following call to your code:

This line should replace where it says “// Place your SnapEngage JS API code below” in the Advanced section …

Overview

There are a few ways to start a chat using our Javascript API’s after you have the SnapEngage code installed on your website. Your usage may depend on exactly what you’re hoping to do, but in most cases we recommend using the following.

You can make this a call from a …

When a web-visitor browses your site and receives a proactive chat invitation from you, they will also receive a sound notification. This will also happen for any of the messages that your agents send to the visitor during the course of the chat.

This ensures that your visitors are notified of a proactive chat and any other message from you, …

***If your account was created in 2017, or if you have the Design Studio instead of the Style tab, then check these instructions instead***

In order to set up SnapEngage in a different language other than the one defined in the Admin Dashboard, you will need to use the code found under the ‘Advanced‘ section of the …