How to add a new field in Pre-Chat Window?

You can add new fields in the Pre-Chat window to collect the information you need from visitors.

Step by Step Instructions

  1. Log into your Comm100 account.
  2. Click Campaign on the left menu.

    Note: If you have multiple campaigns, please choose the campaign you are using from the right top dropdown list.
  3. Click Pre-Chat and enable it.
  4. Scroll down the page to the Set Fields section and click Add a field.
  5. Create your own field in the New Field window and set visible or required property for visitors, then click OKVisible means that the field will be shown in the pre-chat window. Required means the visitors need to fill in this field.
  6. Click Save Changes to save.

After that, the new field will appear in the Pre-Chat window and the visitors need to fill in the required fields before starting a chat. Meanwhile, the information filled in the Pre-chat window will be displayed on Agent Console Window for agents.