SalesIQ for Microsoft SharePoint
Live Chat and Visitor Tracking Software for Microsoft SharePoint
What is Microsoft SharePoint?
Microsoft SharePoint in SalesIQ
How do I add Zoho SalesIQ code snippet to SharePoint?
- Login to Zoho SalesIQ
- Now open the app catalog in Microsoft SharePoint, by clicking on the App launcher icon from the far left corner of the SharePoint Dashboard and click Admin from the LHS.
- You will be re-directed to the Microsoft 365 admin center page. Under Admin centers section, Click All Admin Centers and choose SharePoint.
- You will be re-directed to the SharePoint admin center, click Classic features from the LHS menu, and Open the Apps.
- Click App Catalog.
- Choose Apps for SharePoint from the LHS menu and click New.
- The Add a document pop-up appears, now download this file from here and upload in the Choose files section, and click Ok.
- Here you can choose to use Zoho SalesIQ for all the sites available in your organization by enabling the check-box or choose to apply for the specific site you are installing.
- Click Deploy.
- The file has been uploaded, and you can view along with the Product ID.
- The SalesIQ plugin is successfully added to the SharePoint Apps. You should now activate Zoho SalesIQ plugin on your SharePoint Command Line.
Steps to activate Zoho SalesIQ Plugin on your Website via Command line
- You should have a Windows OS Machine installed with PowerShell that contains SharePointPnPPowerShellOnline package
- If not, you can also install using the command :
- Install-Module SharePointPnPPowerShellOnline
Note: Zoho SalesIQ's live chat and tracking will be enabled only for the links that are provided in the command-line. For example: If you have given the link as "http://zylker.com%22/ then the live chat and tracking will be enabled only on the home page. If you wish to add to all the pages in the website then you should be following the same procedure to add SalesIQ to that pages as well.- Connect-PnPOnline -Url https://****.sharepoint.com
- Add-PnPCustomAction -ClientSideComponentId "9a33c707-89fb-4032-a9e3-d7b9e4f57c90" -Name "zohosalesiq" -Title "zohosalesiq-client-side-solution" -Location ClientSideExtension.ApplicationCustomizer -ClientSideComponentProperties: '{"widgetCode":" window.$zoho = window.$zoho || {}; $zoho.salesiq = $zoho.salesiq || { widgetcode: \"3d1464274e6eba67e5f1800ea1783ca81b17e297c43db48052436c41b8a73e2f\", values: {}, ready: function () { } }; var d = document; var s = d.createElement(\"script\"); s.type = \"text/javascript\"; s.src = \"https://salesiq.zoho.com/widget//%22; s.defer = true;\n s.id=\"zsiqscript\" ; var t = d.getElementsByTagName(\"script\")[0];t.parentNode.insertBefore(s,t);"}' -Scope site
Getting your Zoho SalesIQ Code Snippet
- Login to your Zoho SalesIQ Operator console.
- Navigate to Settings -> Brands, click on the name of the brand that you are attempting to include in a page.
- Select Embed Code.
- Choose Website in the Installation codes section.
- In the Installation section, copy the widget code alone and replace the your-widget-code in the given command-line. Also, do not remove the slash (\) behind the code.
- You can also use the JS-API scripts available in Zoho SalesIQ, for which you can replace the script in the JS-API-functions inside the code. For example: I've used the JSAPI script to get the visitor name in the reference screenshot.
- Refresh the SharePoint website, you can view the SalesIQ live chat widget popped-up on your website.
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