Adding Dynamic Text Input
Dynamic text input in messages
- 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
- 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.
Using dynamic text in response messages
- 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.
- The configured message will be displayed with a customized content.
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