Adding Dynamic Text Input

Dynamic text input in messages

Text that can be added to sentence to change the content dynamically from one person to another is referred to as Dynamic Text. This message will be conveyed flexibly, varying as per the specified rule. The dynamic text will automatically list down in the triggers, chat window, or automated responses when you type the "%" symbol in the chat.

Dynamic text helps you deliver a personalized experience to visitors on your website. When you greet visitors by their name or based on the time zone they are contacting you from, it will add a personalized feeling and they likely interact more.

We can use dynamic text in:

Canned replies
Response messages
Automated chat invites (Triggers)

List of Dynamic Text Available in Zoho SalesIQ

Dynamic Text Variable	Description
visitor.name	Name of the visitor on the website.
visitor.active_conversation_id	The conversation ID of the active visitor.
visitor.custominfo	The customised info from the custom widget.
attender.name	Name of the operator attending the chat.
smart.timenow	Time-period in the sequence of the day (Eg. Morning, Evening).
visitor.department	Name of the department to which the visitor has initiated the chat.
visitor.email	Email Address of the visitor on the website.
attender.emai	Email address of the attender who attends the chat.
visitor.question	Question raised by the visitor while initiating the chat.
visitor.id	Reference ID for the visitor on the website.
visitor.phone	Contact number of the visitor.
visitor.country	Country of the visitor accessing the website
visitor.city	City of the visitor located in.
visitor.channel	The channel via the visitor connected with the operator
web.embed.name	The name of the web embed (brand) where the visitor has initiated the chat.
visitor.pagetitle	Title of the page, from where the visitor has initiated the chat.
visitor.ip	IP address of the visitor visiting the website.
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.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.
visitor.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.
companv.name	Company name mentioned in Clearbit.
company.location	Company location mentioned in Clearbit.
companv.website	Company website mentioned in Clearbit.
company.employeecount	Company's employee count mentioned in Clearbit.
company.annualrevenue	Company's annual revenue mentioned in Clearbit.
company.marketcapital	Company's market capital mentioned in Clearbit.
company.fundraised	Company fund details present in Clearbit.
company.type	Company type mentioned in Clearbit.
company.twitterfollowers	Your company's Twitter followers from Clearbit.
company.facebooklikes	The likes you got on Facebook registered in Clearbit.
company.industrytype	The industry type your company belongs to.
company.sector	Company sector mentioned in Clearbit.
employment.title	The job title of the visitor
employment.name	The official name of the visitor.
employment.role	The visitor's designation at office.
employment.location	The visitor's office location.
employment.city	The visitor's office located city.
employment.country	The visitor's office located country.
employment.state	The visitor's office located state.
employment.bio	The visitor's official biography.

Using dynamic text in canned replies

Canned messages can be used to store frequently typed text to save the operator's time and improve the chat quality.

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

Navigate to Resources > Canned replies, click on Add.

Then type the message you would like to store in the Compose message section.

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.

Choose a department and hit Save.

You can use the dynamic text and get the customized messages in the canned replies hassle-free.

Using dynamic text in automated chat invite

Navigate to Settings -> Automate -> Triggers > Add.

Choose a Brand.

Then, set a rule with the criteria and conditions.

Choose when you would like to trigger the rule.

Now choose the Send chat invite option and 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.

Click Save.

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

Using dynamic text in response messages

To include the dynamic text in the response message:

Navigate to Settings > Personalize > Brands > Brand Name > Flow.
In the Response Message section, add the message along with the dynamic text.
Typing the % in the message will list all the available options in the dynamic text.
You can add dynamic text in waiting messages, operator busy messages, thank you messages, greetings, etc.