The text that can customize or change is termed as "Dynamic Text" in SalesIQ. As the word implies this text will be dynamic from one visitor to the other, when we store the canned message/welcome message/​embed automated message/send automated chat invite wouldn’t it be great if we can display the same automated message but give a personalized experience to each visitor. Yes, today we are going to see about the use of Dynamic Text in SalesIQ automated messages.

Click to view the List of Dynamic Text and their Description

In SalesIQ, the Dynamic text feature can be used in 4 different places:

• Canned Message
  
• Welcome Message
  
• Automated Response Message (Configure Message)
  
• Send Automated Chat Invite
  

Dynamic Text in Canned Message

The canned message is used to store the frequently typing text to save the user time and improve the chat quality. How to change the canned message more unique to each visitor? Use the dynamic text in the stored canned message, which can show the same message dynamically to different visitors.

Let me explain you with an example of how I use the Dynamic text in the canned message.

I would want to store a greeting message for the Zylker website visitors. So I am creating a Greeting message in the Canned Message -> Add. Here I would like to wish the visitors using the time period of their visit. Storing the message as "Good Morning" will be inappropriate here, because what if the visitor visit during the evening. So I am using “ %smart.timenow%” dynamic text along with the greeting message, which will greet the visitor calculating the time period in the sequence of the day.

Now, when the visitor visits your website afternoon, then the stored canned message suggestion appear when # is typed shows the Greeting as "Good Afternoon". The time period is calculated based on the time and the message will be customized accordingly.

How to use Dynamic Text in the Welcome Message?

We are aware of the welcome message that we set to invite the visitor who initiates the chat. We can set a welcome message, which will be displayed to all visitors irrespective of the user whosoever attends the chat. Now you can also use the dynamic text in the welcome message, which can provide a unique experience to each visitor.

I would like to display a welcome message to all the visitors who initiates the chat. But the username that attends the chat should differ for each user in the welcome message. So, I use the %attender.name% dynamic text in the welcome message.

When the chat is initiated by the visitor, the welcome message with the name of the User who attends the chat will be displayed to the visitor.

Usage of Dynamic Text in Automated Response Message

In the Settings - > Web embed -> Configure Message, the messages you would like to display during each action can be configured. For example, if you wish to display a waiting message in the screen, then the message can be configured in the waiting option. Similarly, each option like User Busy, User Offline, etc., can be configured. Here you can also use the dynamic text to customize your message to the different type of visitor.

Now I would like to display thank you message to the visitors attaching the attender's Email Id for reference. So in Thank you option, I configure the message as “ Thank You for contacting us!!! If you have any further query, feel free to contact me on %attender.email%." This message will be customized from one user to the other, the Email ID of the User who attends the chat will be displayed along with thank you message.

When the chat is ended, the visitor will receive thank you message with the user email address who attends the chat.

Note

You can also use the dynamic text in the JSAPI to customize the system message displayed. Learn More

Include Dynamic Text in the Automated Chat Invite

You can also use the dynamic text in the Automation -> Intelligent triggers -> send chat Invite.

I would like to send a chat invite to the website visitors in 10 seconds of their visit to extend a proactive help to the visitors. So I set the intelligent trigger as When the visitor Accesses any page on my website and if visitor type is equal to all, then send chat invite from Zylker with message “ Hello (visitor name)|there!! Welcome to Zylker. May I help you?” in 5 seconds.

Here the fall back option is used, if the visitor name is tracked then the name will be displayed in the message. If the name is not tracked then the "there" text will replace the name.

In the below-mentioned Invite the name of the visitor is tracked, so the name along with the message is displayed.

Here the visitor identity is not tracked, so the "there" context replaced the name of the visitor.

Only a few examples are mentioned about the usage, the dynamic text can be used virally based on your business needs. Please visit our User Guide to learn more about SalesIQ features.

Thank You,

Elsi.G