Zoho SalesIQ Help

Dynamic Text

What is Dynamic Text?

The text that can customize or change is termed as "Dynamic Text". The message will be conveyed dynamic from one visitor to the other as mentioned in the defined rule. The dynamic text will be auto-populated when the "%" symbol is typed along with the message.

We can use the dynamic text in four different places, they are:

  1. Canned Message
  2. Welcome Message
  3. Automated Response Message (Configure Message)
  4. Send Automated Chat Invite

List of Dynamic Text Available in Zoho SalesIQ

Dynamic Canned TextWhat it represents
%visitor.name%Name of the visitor in the website.
%visitor.id%Reference ID for the visitor in the website.
%visitor.email%Email Address of the visitor in the website.
%visitor.phone%Contact number of the visitor.
%visitor.department%Name of the department to which the visitor has initiated the chat.
%visitor.question%Question raised by the visitor while initiating the chat.
%visitor.ip%IP address of the visitor visiting the website.
%attender.name%Name of the operator attending the chat.
%visitor.pagetitle%Title of the page, from where the visitor has initiated the chat.
%visitor.pageurl%URL of the page, from where the visitor has initiated the chat.
%visitor.referrer%Source from where the visitor is referred from.
%visitor.state%State/Province of the visitor located in.
%visitor.city%City of the visitor located in.
%visitor.country%Country of the visitor accessing the website.
%visitor.timezone%Time zone of the visitor accessing the website.
%visitor.latitude%Latitude of the visitor.
%visitor.longitude%Longitude of the visitor.
%visitor.operating.system%The operating system used by the visitor.
%visitor.browser%The browser used by the visitor.
%visitor.browser.version%The browser version used by the visitor.
%web.embed.name%The web embed where the visitor has initiated the chat.
%platform%The platform used by the visitor's in their system.
%screen.resolution%Screen resolution of the visitor's system.
%search.engine%Search engine used by the visitor to reach the website.
%search.query%Search Query (Keyword)used by the visitor to reach the website.
%attender.email%Email address of the attender who attends the chat.
%smart.timenow%Timeperiod in the sequence of the day (Eg. Morning, Evening).

How to use Dynamic Text in Canned Messages?

The canned message is used to store the frequently typing text to save the operator time and improve the chat quality.

To add the dynamic text in the canned message, do the following:

  • In the Settings-> Canned Message, click on the Add option to create a new canned message.
  • Then type the message you would like to store. To include the dynamic text in between the message then type %, the auto complete option will list all the options that are available.
  • Choose the appropriate option, and hit on the Save button

Note: The same can be used in embed configure messages and APIs.

 

Example:

To store a greeting message with the time period of the visitor. Click on the Add button of the canned message, enter the message along with the smartnow dynamic text and click on the save button.

When displayed to the visitor, the time period of the visitor will be calculated and the message will be customized accordingly.

Dynamic Text in Welcome messages

To include the dynamic text in the welcome message:

  • In the Settings->web embed, click on the portal name.
  • Then click on the Edit option that appear adjacent to the Welcome Message.
  • Now type the message you would like to display as welcome message. Typing the % in the message will list all the available options in the dynamic text.
  • Choose an option, complete the text and click on the Save button to store changes.

Example:

To display the Operator who attends the chat along with the welcome message. Enter the welcome message accordingly and add the attender.name dynamic text in the welcome message.

The visitor will be receiving a customized welcome message with the Name of the Operator displayed on it.

How to use Dynamic Text in Automated Response Message?

  • In settings -> web embed, click on the portal name.
  • Now click on the Configure message link.
  • Here configure the message you would like to display during each actions.
  • Type % to insert the dynamic text in the automated response message, the available dynamic text will be automatically displayed once the % is typed.

Example:

To display the email address of the operator along with the Thank You message once the chat conversation is ended. Click on the Configure message, then edit the Thank You option. Enter the message and the attender.email dynamic text along with the message and click on the save button.

The email address of each visitor will be customized and displayed to the visitor.

Using Dynamic Text in Automated Chat Invite

  • In settings -> Automation -> Intelligent Triggers, set a rule with the criteria and condition.
  • Now choose the Send Chat Invite option in the actions drop down, then in the from message enter the name or the company name from which you would like to send the chat invite.
  • Then in the message section, enter the appropriate message you would like to send along with the invite. Here by typing the % will list the dynamic text options available, choose and option and complete the message.

Example:

To send a proactive chat invite to the website visitors with a message and their name in the embeded in the message.

In settings -> Automation -> Intelligent triggers, Set the rule as: When the visitor accesses any page on my website and if the visitor type is equal to All then Send Chat Invite from Zylker with the message "Hello %visitor.name|there!!! Welcome to Zylker. May I help you?" in 10 seconds.

Here if the name of the visitor is tracked then it will be mentioned in the message, or "there" message will be replaced.

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