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.
Websites provide you with the power to craft customer-facing online spaces. Design an impeccable homepage tailored to your business. Craft compelling landing pages to attract a stream of potential leads. The opportunities are limitless. We have two types of Site Builders; while they are similar they do have different functionality. Letโs review each type of […]
If you are utilizing the updated version (Version 2) of the Website builder, please click the provided link here. How Authorization Works: Additional Steps and Important Information By default, authorization for card payments is not enabled in the system. To activate this feature, a few additional steps are required, outlined below. The system temporarily deducts […]
How Authorization Works: Additional Steps and Important Information By default, authorization for card payments is not enabled in the system. To activate this feature, a few additional steps are required, outlined below. The system temporarily deducts the specified authorized amount from the client’s bank account during the authorization process. If the account does not have […]
Understanding URL Paths will help you be informed on how to best manage and use domains within the system. You will need to have your domain(s) set up, and we have other tutorials that cover in-depth domain knowledge, DNS records, etc. to help you get started. Follow along below to learn specifically about URL paths […]
This article is going to walk through how to transfer your domain Nameservers to Cloudflare Step 1: Add Site In your Cloudflare account, select add site > Input the domain you’d like to add > Select preferred payment plan for domain (Free is a great option) > Wait for CloudFlare to scan for DNS records. […]
This tutorial will show you how to use the XML sitemap feature for your domains. It is a great feature which functions essentially as the blueprint of your website to help with SEO as it indexes the web pages. To utilize the XML sitemap, follow these steps:
This tutorial will walk you through how to set up a domain redirect in your Cloudflare account. (This is assuming youโve already added your domains into Cloudflare. If not, check out our Cloudflare setup tutorial and then come back to this article.) Setting up a redirect means that youโre ensuring the www. and non-www. versions […]
This article will walk through how to redirect domains from the www. version to non-www. version. In this example, we’ll be using Google Domains, but you can follow a similar process with other DNS hosts. NOTE: You will still need to configure BOTH the www and non www versions in your account. Part 1: Setting […]
Global sections are a great way to set up your website efficiently, with sections that will appear on every page. This saves you time, as sections won’t need to be copied over from page to page. A header or footer, for example, are common global sections that appears on the top of most websites. Part […]
