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Forms-Click to Text

  • Updated

The Click to Text feature simplifies how your website visitors can initiate a text conversation with your business. Instead of manually typing your phone number, they can simply click a button on your website, and their phone's messaging app will open, ready for them to send you a text. This dramatically lowers the barrier to engagement and enhances customer convenience.

🔹 1. Accessing the "Click to Text" Feature

  1. Log in to your Account Dashboard.
  2. From the left-hand navigation menu, click on "Forms".
  3. On the "Forms" screen, click on the "CLICK TO TEXT" tab.

 

🔹 2. Adding a New "Click to Text" Chatbox

This section guides you through creating and customizing your clickable text button:

  • Widget Title:
    • Purpose: This is the internal name for your "Click to Text" button/chatbox, for your own identification within the platform (e.g., "Customer Support Text Button", "Sales Inquiry Widget").
    • Action: Enter a descriptive name.
  • Description (Optional):
    • Purpose: Provide a brief internal description for the widget's use or placement.
    • Action: Enter any relevant notes.
  • Text Number:
    • Purpose: Select the dedicated text number from your account that visitors will send messages to when they click this button.
    • Action: Click the dropdown and select the appropriate text number (e.g., your customer service line, sales line).
  • Confirmation Message:
    • Purpose: This message might appear on your website briefly after a user clicks the button, confirming the action or providing instructions (e.g., "Opening your messaging app...", "Please send us your query!").
    • Action: Compose a short, clear confirmation message.
  • Button Icon:
    • Purpose: Choose an icon that will be displayed on your "Click to Text" button. This helps visually communicate its function.
    • Action: Click the icon field. A library of icons will likely appear (e.g., "tabler-message-chatbot" as shown in the example). Select the one that best fits your design.
  • Primary Color / Secondary Color:
    • Purpose: Customize the color scheme of your "Click to Text" button/widget to match your website's branding.
    • Action: Click the color swatches to open a color picker. Select your desired primary (main) and secondary (accent/hover) colors.
  • Button Text:
    • Purpose: This is the text that will appear on the button itself, prompting users to click (e.g., "Text Us Now", "Chat with Us", "Get Support").
    • Action: Enter your desired button text. Keep it concise and action-oriented.

 

🔹 3. Saving and Embedding Your "Click to Text" Widget

  1. SAVE Button:
    • Purpose: After configuring all your settings and customizations, click "SAVE" to save your "Click to Text" widget.
    • Action: Click the red "SAVE" button at the bottom.
  2. CLOSE Button:
    • Purpose: Discard changes and close the current view.
    • Action: Click the red "CLOSE" button.
  3. Embedding the Widget:
    • Once saved, the platform will typically provide you with an embed code (often HTML or JavaScript) that you can copy and paste into the HTML of your website. This code will display the "Click to Text" button on your site.
    • Look for a section or button that appears after saving, labeled "Get Code", "Embed Widget", or similar.

By integrating a "Click to Text" button on your website, you provide an intuitive and direct pathway for your visitors to engage with your business via text message, leading to higher conversion rates and improved customer service.