Live chat software for WebsiteBuilder – Installation Instructions

Here at SYNCRO we try to make installation easy for all of our live chat software customers, and our latest installation guide is focused on WebsiteBuilder. Here is a step by step guide on how to easily install SYNCRO into your Website Builder website.

  1. The first thing you’ll want to do is login to your WebsiteBuilder account.
    live chat software for websitebuilder
  2. Next click on the “Edit Site” button.
    live chat software for websitebuilder
  3. You will then be taken to the website editor. Now you’ll want to click on the “Settings” button in the top center menu.
    live chat software for websitebuilder
  4. In the “Settings” popup window click on the “HTML Injection” button in the left hand menu.
    live chat software for websitebuilder
  5. Now you need to sign in to your SYNCRO account. We recommend doing this in another tab so that you can keep your WebsiteBuilder site open in another.
    live chat software for websitebuilder
  6. Next click on “My Sites” in the top menu.
    live chat software for websitebuilder
  7. Next click the “Manage” button.
  8. Now click on the “Settings” tab.
  9. Now click on the “Install” tab. Here is where you need to copy the SYNCRO embed code.
  10. Now go back to WebsiteBuilder and in the “Footer HTML” tab and paste the SYNCRO embed code into the area provided.
  11. Now click the “Save” button.
  12. Lastly click the “Publish” button located at the top right of your screen.

If you’re looking for a live chat software for WebsiteBuilder, or if you need any assistance installing it please don’t hesitate to contact us. If you’re new to SYNCRO click here for a free trial, or here to sign up.

How to check what page a customer is viewing when a chat has started

Have you ever had a chat come in and a user has asked a question about a specific product, real estate listing, etc.  but you’re not sure what page the user is on, or what they’re referring to? Well we’ve got you covered! Here are 3 quick steps on how you can check this on both desktop and mobile.

Desktop/Laptop

  1. The first thing you’ll need to do is login to your SYNCRO account https://stable.syncrowebchat.com/user/login. To make this easier on yourself we suggest adding this link as a bookmark in your browser so you don’t forget it.
  2. You will be taken to the dashboard of your account where you will see the most recent interactions. Simply click on the site name from the conversation you wish to check. In this instance the site name is “Kevin Testing.”
  3. You will now see a history of the interactions/conversations you have had with users. Find the conversation you are looking for and click the “View” button.

You will now see all of the information from the chat and what you’re looking for here is the “Page being viewed at time of chat” field.

Mobile

  1. The first thing you’ll need to do is login to your SYNCRO account https://stable.syncrowebchat.com/user/login. To make this easier on yourself we suggest adding this link as a bookmark in your browser so you don’t forget it.
  2. You will be taken to the dashboard of your account, scroll down on your mobile device to see the most recent interactions. Simply click on the site name from the conversation you wish to check. In this instance the site name is “Kevin Testing.”
  3. You will now see a history of the interactions/conversations you have had with users. Find the conversation you are looking for and click the “View” button.

You will now see all of the information from the chat and what you’re looking for here is the “Page being viewed at time of chat” field.

That’s all you need to do! Now you’ll be able to help out the user more efficiently knowing exactly what they’re looking for.

How to view your SYNCRO leads

At SYNCRO we understand the importance of keeping a database of your leads and customer information, so it was a no brainer to have all leads stored in one convenient place. Here is a quicvk guide on where you cand find this information.

  1. First you’ll need to login to your SYNCRO account. (This can be done on your desktop computer or tablet/mobile device).
  2. Next click on the “My Sites” button located in the top menu.
  3. Then click the “Manage” button.
  4. Now click on the “Leads/Conversations” tab.
  5. You will then be taken to the dashboard of your leads that is broken up into 3 sections: Messages (chat requests), Text Messages (texts sent through the “Text Me Tab” tool), and PowerForm Entries (the contact form you have built through SYNCRO).To view all of the details of a particular chat request/conversation, simply click on the “View” button next to the chat you wish to view.
  6. Here you will see the message details such as the date and time, user name, email/phone number, the page the user viewing when they initiated the chat, and more. Below the message details you will also see all messages that took place during the conversation.
  7. That is all you need to do!

We are always updating our blog with the latest features, how-to guides, and much more. SO make sure to check back here for more information. If you’re looking to signup for SYNCRO, simply click here.