Hey, guys. What's up?
It's Christine Seale, the HighLevel queen,
wouldn't it be amazing if you had your very own custom branded cat widget on your
website or funnel that went directly into your CRM?
Well, it's possible.
And today I'm going to show you exactly how to do that.
Let's get started.
So for those of you guys who don't know, we actually have a free Facebook group
called Marketing Agency Automation Secrets where we give away hundreds of dollars
in free trainings every single week to our members.
So click the link below to go check that out.
OK, so by the end of this video, you are going to have a custom chat widget
installed on your website or funnel in just five easy steps.
OK, so the first thing you're going
to want to do is if you're using WordPress and I'm going to go through the WordPress
option first and then I'm going to go through the code option.
WordPress is optional and you can either
install a plug in on your WordPress site or you can install a code.
So if you choose the code option,
you can skip ahead a little bit and I'll put the timestamps below.
All right. So the first thing you're going to want
to do, step one, is go to plug ins and add new.
No, I'm on the admin of my WordPress site.
OK, now what you're going to do is you're
going to search for LEED Connector and that's all one word.
You're going to click install now.
And activate.
OK, now step two, what you're going to want to do is go
to your settings and then go to company and scroll down and you'll see an API.
So you need to copy this to your clipboard, OK?
Now, you're going to want to go back
to WordPress, go to lead connector and paste.
Your API can click enable Chatwood here and you can enable the email field or not.
Probably a good idea at this point.
So go ahead and click save.
Now, that is how you set up the WordPress.
Now, let's go ahead and give it a test.
OK, so now you can see and forgive my website.
It's under construction, but now you can see that this is showing
up here, has a name, phone number, email and message, which is pretty cool.
Now, if you want to install this
on a funnel instead of a WordPress website, it's pretty simple.
All you're going to do is go into the funnel that you want to add it to.
OK, and then click on edit page.
Now, I'm going to put some code.
That you can copy and the description
you're going to go to settings and then you're going to go to.
Custom tracking code.
Go ahead and paste the code in and you'll see this location ID here.
Now you do need to replace this with your location ID.
All you have to do for that is go into your HighLevel account.
OK, so I open it in a new window here, but this here is your location I.D. so
copy that to your clipboard and paste it right there.
And then here's where you put the heading and the subheading here, click on Save.
OK, so I made a little mistake here.
This code goes in the footer and you may
have done the same thing as me and wondered why it wasn't working.
But make sure you click on Futter, click on Save.
And then we're going to preview it,
make sure that it works this time and look at that.
I did it right, guys.
OK.
Now, the final step in this is going to be
to set up all the triggers and it doesn't take too long.
So let's go ahead and knock that out real quick.
All right.
So what you're going to do for that is go back into HighLevel.
Go into the triggers.
And we are going to set up a new trigger for the chat with it,
since I'm just testing this.
I'm going to put that in there.
Now, this is going to be.
Customer replied, And then we're going to add a filter.
Here.
For.
Channels, and then we're going to say chat widget.
OK.
And then you can add further filters if you want to.
And then here, what we can do is we can look at an opportunity
in the pipeline, OK, under our leaders, we can say there is a lead in and then we
can say that it's the chat widget or the website.
OK,
then what we can also do is we can also
email this to ourselves so we can send an email.
And what you would do here
is you would actually include the message body in here like that.
And that's actually going to show what they said in the chat window.
So like fullName.
Ignore the bullet list,
full name, OK,
put their phone in their right and I'm doing this quickly to show you,
but I mean this just setting up a basic trigger, right?
Then you're going to put obviously you're
from and your to email your subject in here, then you're going to save it.
And then when you test, all you have to do is basically, I'm going to move this.
I'm going to turn this on.
Say that.
And then I'm going to go back.
In here, and all I would do is just send myself
a message and make sure that it shows up in the opportunities.
Now you can add people to a campaign.
You can send them, you can send herself a text.
You can pretty much do anything.
The possibilities are endless.
If you see it here in the list, you can do it.
OK, so that's how to set up your very own chat widget and test it.
And don't forget to subscribe so you don't miss any future videos.
And I'll see you guys next time.