A Comprehensive Guide to Setting Up and Customizing TextChat for Your Storefront
TextChat is a dynamic customer service tool designed to enhance customer retention and engagement for your online store. It serves as a dual-purpose widget, enabling direct communication with customers and facilitating the collection of customer data and consent for SMS marketing.
Getting Started with TextChat
Note: Configuration changes may take up to an hour to reflect on your web storefront.
Step 1: Design Your TextChat Widget
Preview: Use the interactive preview to see what the TextChat widget looks like before testing it live on your site.
Basic Settings:
- Banner Text: This text appears at the top of the widget and sets the tone for customer interaction.
- Message Text: Located below the banner, this text guides customers on what actions to take or what to expect next.
- SMS Marketing Opt-in Checkbox: Positioned under the input fields, this checkbox allows customers to opt into your SMS marketing messages.
Callout Settings:
- Callout Message: Craft a message that encourages customers to reach out with any inquiries.
- Automatic Callout Display: Set a timer for when the callout message should appear to the customer.
- Callout Image: Add a visual element, like a representative’s avatar or your brand logo, next to the callout message.
Widget Styling:
- Theme Color: Customize the color scheme of your widget, affecting the button, banner, message bubble, and send button.
- Website Placement: Decide whether to position the widget at the bottom left or right corner of your storefront. Consider the placement of other widgets, like a Rewards widget, to ensure a cohesive layout.
Manage Tags Settings:
- Assign tags to messages sent via the TextChat widget to categorize customer inquiries and streamline response management. Customers can select multiple tags to specify their question type.
Manage Terms & Conditions Copy:
By default Patch provides generic Terms & Conditions pre-poulated with your business information. To update the copy type into the text area.
Step 2: Installing TextChat on Your Storefront
Installation Settings:
- TextChat is integrated through the Patch Pixel. Manually add the Pixel script tag to your storefront’s code for activation.
- For more information, please visit the Pixel Module.
Manual Installation:
- To manually install the widget, please add this code to the <head> of your page only one time regardless of how many Patch products you utilize.
Customer Support
If you need help or need assistance determining next steps, please contact our Customer Support team by phone 888.605.4429 or email success@patchretention.com.