Follow these steps to add a chat widget to a WordPress site:
Step 1: Log in to your WordPress site. Navigate to Plug-ins > Add New.
Step 2: Search for “Lead Connector” Click Install Now, then Activate.
Step 3: Once activated, you’ll now see “Lead Connector” as a menu option on the left side of your dashboard.
Step 4: Click into Lead Connector to access the settings page.
Step 5: Back in the CRM, navigate to Settings > Business Info > Company Data, and copy your API key under “Company Data”.
Step 6: Paste the API key from the CRM into the API Key field in WordPress.
Step 7: Check the box to enable the widget. Confirm or edit your heading and subheading. Click Save.
Step 8: Open your WordPress site, and you should see the widget in the bottom right corner.
These chat widget communications will appear in your conversations tab of the CRM.
NOTE: Check out our other article “How to Add a Chat Widget to Funnels and Websites” to learn how to customize and add a chat widget to funnel pages and websites built directly in the system.
SSO: Easy WP Admin Access The “WP Admin” button provides a seamless way to access your WordPress admin panel with a single click right from your dashboard. With Single Sign-On (SSO), there’s no need to enter usernames or passwords, ensuring both speed and security! Key Features • One-Click Login: Open the WP Admin panel […]
What’s New & Key Features: 1. Pie Chart Visualization: Now, you can see a visual breakdown of page views and sales with an interactive pie chart. The chart updates dynamically based on your selected filters—such as date range, specific funnels, or websites—ensuring you get the precise insights you’re looking for. 2. Page Views […]
To prevent most search engine web crawlers from indexing a page: Name: robots Content: noindex <meta name=”robots” content=”noindex”> To prevent only Google web crawlers from indexing a page: Name: googlebot Content: noindex <meta name=”googlebot” content=”noindex”>
To round the corners of buttons in the Funnel Builder: 1. Select the button element 2. Go to Advanced settings 3. Add a border to all sides and adjust border color if needed 4. Change border radius to 100px
There are 3 levels of path associated with any funnel The client will publish the Step URL to its customers in a FB ad for e.g. On clicking the link, the backend will recognize the Step and based on the traffic migration will load either of the page within it, essentially redirecting to one of […]
To create an email notification for abandoned carts, store owners can set it up by following these steps: Step 1: Create a New Email Template This can be accessed in: Marketing > Emails > Email Templates > “New” CTA. You can create from a Blank template or from an existing Template. Step 2: Add Shopping […]
Store owners can now enhance product discovery by adding SEO details to their listings, improving the overall shopping experience. How to use SEO for products can be added from Payments -> Products (Product Create/Edit Page) The SEO title, Description and custom slug can be configured on this page. Notes: Images: Search Engine Listing section: Handle […]
About Store owners can now provide manual payment options, like Cash on Delivery (COD) or Custom Payment Methods, enabling buyers to choose their preferred payment method at the time of pickup or delivery. This feature offers greater flexibility in payment choices for store transactions. How to Use Manual Payment Method Setup: Setting Up Manual Payment […]
Step 1: Create Live token in Shippo Access the live token in Shippo by generating it at: Settings > Advanced > API > Live Token Step 2: Setting up Package template & Shipping options in Shippo Setting up Package Template in Shippo: Setting up Shipping origin in Shippo: Setting up Shipping options in Shippo: Step […]