Home > Pop up the Pre-Chat form after X seconds

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(Last Updated On: May 23, 2018)

When visitors land on your website, perhaps you want to capture their information before they leave without waiting for them to click the chat button. Well, there is a way to programmatically pop-up the Pre-Chat form for your website visitors. Here is a copy-and-paste Javascript snippet that you can use to do this. This snippet uses a few of our API methods along with some native JavaScript methods.

*Note* Before continuing we recommend that you enlist the help of your website developer, or have a good understanding of JavaScript, before adding this to your website.


Video Overview

Here is a video overview of what will happen on your website. (The video will open in a new tab).

Basic Implementation

The actual code snippet is below, with comments throughout explaining exactly what each line is doing.

Follow these three steps:

  1. Configure the webpage that you would like to pop-up the Pre-Chat Form (see “STEP ONE” below)
  2. Configure the number of seconds to wait before you’d to pop-up the Pre-Chat Form (see “STEP TWO” below)
  3. Visit your Admin Dashboard > Settings > Style/Design Studio tab, and make sure that you’ve enabled the Pre-Chat form. Here is a screenshot of the setting:

prechat form settings

The code snippet:


Where to place the code

The default Code Snippet looks like this…

2015-01-29_1538

 

Your custom Javascript goes right here…

2015-01-29_1538


Not to be confused with “Proactive Chat”

The above code snippet will trigger the Pre-Chat form, which leads into a normal chat.

The above code snippet is entirely separate from the Proactive Chat feature.

Some users have asked if there is a way to combine the Proactive Chat with the Pre-Chat Form. Basically, they would like to show the Pre-Chat Form during a Proactive Chat. Most users desire this because they sometimes are not able to capture the visitor’s email address during a Proactive Chat. Here is a doc with a few clever workarounds to getting the visitor’s email address during a Proactive Chat.

We do not have plans to combine the Pre-Chat Form with Proactive Chat, because it goes against the nature of the Proactive Chat purpose. The purpose of a Proactive Chat is to invite visitors into a conversation with an agent. If we inserted a form prior to that invite, it’s no longer a chat invitation, it’s a form.

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Published April 1, 2016