Case Study: U.S. Patriot Tactical

How One SnapEngage Client is Using SMS-to-Chat

U.S. Patriot TacticalUS Patriot Tactical Logo is the nation’s largest off post military retailer for boots, uniforms, bags and gear. Processing thousands of transactions every day through their retail and online stores, customer service is their highest priority. SnapEngage live chat enables them to communicate with their customers in real time to provide product details, sizing information, shipping timeframes and more.


SMS to chat on website


Beyond the standard website (desktop and mobile) live chat channels, U.S. Patriot Tactical is using one of SnapEngage’s newest features, SMS-to-Chat, to facilitate returns, exchanges and other billing inquiries. By including their SMS number on invoices, receipts and packing slips, customers are able to quickly contact U.S. Patriot Tactical’s customer service team via text message on their mobile device. This reduces the delays associated with email and caters to the increasingly preferred communication method of text message.

sms-to-chat on invoice

SMS-to-Chat functionality also allows users to upload and send images from their mobile devices (MMS) when they need to better illustrate the nature of their communication, such as in the case of receiving defective or incorrect merchandise.

SMS Chat With Images

Want to get started with SMS-to-Chat? CHAT WITH US

Transitioning from Customer Service to Customer Engagement

The Why & How of Customer Engagement

The old days of customer service conjure up images of a dimly lit counter at the back of a store with an agent apathetically chomping gum while an enraged customer rants on about how the VCR that they bought yesterday has eaten their favorite VHS tape. Those days are long gone!

Today, customers hold the key to a business’ success or failure. Social media has forever changed the customer service landscape, allowing fans and haters alike to proclaim their experiences to the masses. In this cloud of peer reviews, businesses must rethink the way they interact with their audience and focus on transitioning from the old days of Customer Service to the new ways of Customer Engagement.

customer engagement v. customer service

Customer Engagement is about more than simply changing how we think about our customers, it’s about finding and using tools that allow us to communicate with our customers effectively and efficiently. Live chat is one such tool that fosters customer engagement.

It’s All About Connection:

All cars have four wheels and an engine, so why do we buy (or aspire to buy) the cars that we do? Because there is an emotional connection – the way that car makes you feel, a representation of your personality or style, or maybe a reflection of your values (i.e. safety, modesty). Sure, features and price matter, but when it comes down to it, most purchasing decisions are based on perceived trust using gut instincts. In the online marketplace, where shoppers have all the control, live chat allows you to forge that personal connection and establish trust with your visitors.

Expand Your Reach:

The larger your audience, the greater your sales potential. In today’s omni-channel world, your customers are everywhere and so must you be (pardon the Yoda-ism). Think about extending your live chat presence beyond your company website, such as Facebook, Twitter and blogs, as well as across devices on mobile and tablets. Live chat allows you to engage with customers anywhere they can interact with your brand.


yoda on customer engagement


 Proactively Engage with Your Audience:

One of the most powerful features of live chat is the proactive chat tool. This feature allows you to create intelligent, rules-based messages inviting your customers to engage with you before they have to ask for help. You choose when to engage your visitor, for instance after a certain amount of time or upon visiting a certain page, and what message to show them.  You can even route proactive messages to specific agents within your organization.

Take Customers from Passive to Engaged:

Live Chat turns a casual website visit into a dynamic conversation between curious website visitors and virtual shopkeepers. Give customers the ability to engage in meaningful interactions and get answers quickly all while still browsing your website.

Close the Loop:

Live Chat sessions can take many different paths (including extended conversations on completely unrelated topics, but that’s an entirely different whitepaper – “How To Deal With Trolls.”). Looking beyond sales and conversion, perhaps one of the most overlooked benefits of live chat is its value as a customer feedback tool. When chatting with a prospect or customer, take the opportunity to try to gather important insights as to how people are using your products/services, what their pain points are, and what improvements they might like to see. You’ll be amazed at how listening to your customers can drive innovation and growth!

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Case Study: Agility Recovery

SnapEngage: Agility Recovery Case Study

Live chat offers immediacy and builds trust.

When disaster strikes, businesses trust Agility Recovery to get them back up and running. Agility Recovery helps organizations recover operations after a disaster like a hurricane, flood, fire, or even a burst water pipe. Agility is dedicated to getting your businesses back up and running within 24 hours. “With Agility Recovery, when your company is at its most vulnerable, you’re working with a partner who has done this a thousand times and never failed,” says Scott Teel, Agility’s marketing director.

Agility has helped over 20,000 businesses across the U.S. and Canada develop and maintain a disaster recovery plan. At a few hundred dollars a month, Agility’s membership model makes recovery planning affordable for businesses of any size. “When it comes to physically responding to disasters, and helping people literally put their employees back at their desks, no other organization on the planet does more than we do.” Teel says.

During a recovery, Agility is on-site within hours. They wanted to extend that immediate response to their website, and to move beyond passive customer engagement like contact requests and FAQs.

Agility Recovery SnapEngage“We were limited to folks just picking up the phone or sending us an e-mail,” Teel said. “We wanted to take what was already award-winning customer service, and be more proactive with website visitors.” The goal, at first, was to give their sales team the ability to start conversations with those visitors. “Chat was an obvious next step. It allows us to engage people directly and immediately. We can give them fast and easy access to the tools they need, or connect them to individuals in our company who can serve them more quickly.”

“Not everybody understands right away what we do and who we are,” says Teel. Agility wanted to help business owners better understand their services. Using live chat gave prospective customers the ability to navigate the site with a friendly guide who could help them find the information they needed and answer any questions.

Initially, two or three of Agility’s marketing supervisors served as chat agents because they could answer a wide range of questions about almost every department. “We were really kind of catch-all people,” Teel said.

Not surprisingly, in addition to being a great sales tool, live chat quickly became an asset to Agility’s customer service team as well. As a member organization, Agility puts a premium on customer service that reinforces client trust.

It didn’t take long for Agility’s marketing leaders to notice that many of their chats were coming from existing clients requesting support or more information. So Agility trained two senior staffers in its Member Services Department as second-tier agents. Incoming chats from existing clients are easily transferred to these subject experts for in-depth answers.

“It’s remarkable, the amount of positive feedback we get from both prospective and current members about our live chat,” Teel says. “We were hesitant at the beginning that it would be burdensome to some people, but by and large, it is extremely positive feedback.”


“When you combine being able to serve existing customers better with a higher conversion rate on prospective clients, that’s a no-brainer.”


Agility’s trust in SnapEngage has built over time.

“Using live chat on our website was something we considered for a quite a while, but hadn’t found a tool that completely fit our needs. SnapEngage felt like something that we could test for a while, to find out whether we could manage it internally to the benefit of the business without shooting ourselves in the foot,” Teel laughs. “It was a great success. Now, we’re even beginning to learn new ways to use the tool as it has matured in our little tool belt of assets we use to market our company, and serve existing clients.”

One new trick is Team Chat, which is built into the platform. Team chat lets an agent who’s chatting with a customer open a second, internal chat with one or more colleagues to quickly get information from several internal sources. Team chat allows for seamless customer service, and it saves time for both customers and internal staff.

Agility has also started tracking chat events to analyze how visitors come to the site, how long they stay, and how they interact with the site.

SnapEngage is easy to install on most websites and popular website platforms. The tool is robust and highly configurable, but basic implementation is simple: Just copy & paste a small code snippet into the website. Once the service is installed, all the in-depth configuration is handled inside the SnapEngage Admin Dashboard.

Agility relied on its third-party Webmaster to set up live chat on its site. “It was like a couple of point-andclick type actions for them to get things integrated,” Teel says. “It wasn’t a difficult thing to implement. In hindsight, I wish we’d done it much, much earlier.”

Agility Recovery SnapEngage Live Chat

Live chat has measurably improved Agility’s sales and customer service. “It has become a very high conversion rate tool for us,” Teel says. “Of all the marketing efforts we conduct, SnapEngage has the second-highest conversion rate.” That outperforms requests for information on the site (which requires visitors to submit their name, address and phone number to get more information about Agility).

Phone leads convert the highest for Agility. “If you’re going to pick up the telephone, you’re pretty darn interested in us,” Teel explains.

Agility’s strongest close rate combines live chat with telephone follow-up. “If you visit our website and chat with us, and that leads to a telephone conversation and we end up submitting a proposal, those proposals close at the highest rate across the board,” Teel says.

“From a customer service point of view, we feel like we’ve been able to serve people more quickly and efficiently,” says Teel. “When you have the ability to better serve existing customers and a higher conversation rate on prospective clients, that’s a no-brainer.”


4 Tips for using chat to build trust.

1. Think like a storefront.

You’d greet shoppers who came into your store, wouldn’t you? You should extend that same human touch to visitors on your website. Live chat lets you reach out to passive browsers with friendly, attentive customer service.

2. Let customers direct the conversation.

The immediacy of chat helps customers hone in on exactly the information they want with a trustworthy guide.

3. Follow up.

Agility Recovery’s customers often ask for a transcript of their live chat conversation. Teel and his team like the automatic email that is generated for every live chat after it closes; they can share this immediately with customers, who like that attention to detail.

4. Conversation is the key to conversion.

Live chat allows you to start the conversation rather than waiting for the phone to ring. Plus, it puts fewer hurdles in front of prospects. “People don’t have to give their email address or fill out a long form just to have a conversation.” says Chris Vieville, SnapEngage Director of Sales & Marketing. “Talking is a more natural approach to engagement. Live chat allows people to gather more information without obligation. They can ask questions, build rapport – and by the time they provide their contact information, they’re a very interested lead.”

5 Reasons Your Team Needs to Start Chatting

Improving efficiency and collaboration in your work environment.

Do you find yourself participating in meetings about meetings? When’s the last time you sat through a meeting where the only outcome was scheduling another meeting? While we don’t have any official stats to back this up (other than our own previous work experience), we’re going to go out on a limb and say that 90% of meetings are a waste of time.

meetings-comic

There is a place for meetings in the workplace, but they should be reserved for decision making and only involve the people who are essential to that process. For day-to-day collaboration and workplace banter, team chat provides a forum for co-workers to interact one-on-one and in groups without straying too far from the project at hand.

SnapEngage team chat solution

Top 5 reasons your company should adopt a team chat solution

De-Clutter Your Inbox with Team ChatDe-Clutter Your Inbox

As hard as we may try, the out-of-control inbox claims the sanity of many (if not most) of us…except for all you OCD filers/deleters – you know who you are. It’s becoming more and more difficult to sift through the noise of transactional, marketing and system-generated emails to get to the messages that actually require your attention and action. Team chat offers a dedicated space for you to communicate with your coworkers in real time without delays from messages getting lost in the black hole of email.

Cut Down on Meetings

We’re not going to beat a dead horse and continue our rant about wasteful meetings, so instead, we’ll just say: see above. We think you’ll find that [less meetings = more productivity].

Connect Remote (and not so remote) Teams

With more and more companies offering work-from-home solutions for their employees, and in some cases, ditching the office altogether, team interaction and collaboration has taken on a new face. Team chat allows you to have real-time discussions with your team members, as if you were all sitting around a conference table.

Stay On Task With Team ChatStay Focused

For many of us, our work environment revolves around our computer, and impromptu drop-ins and meetings can really interrupt a workflow. Team chat allows you to seamlessly interact in conversations without removing you from your work environment. So now you can provide status updates on your TPS reports while still working on your projects that actually matter.

Make It Fun

Team chat provides a virtual water cooler for your office. Equally as important as the increased productivity that team chat provides is the camaraderie that it fosters among your team. Have fun with it! Exchange jokes, stories, weekend plans… and when words just aren’t enough, post photos, images, gifs and emojis!                   


Team chat is a core offering included on all current SnapEngage plans. For more information on how team chat can benefit your team, come CHAT WITH US or EMAIL US.

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Introducing: Enhanced Social Discovery Features

We have just enhanced our social discovery features to allow for more admin control over the visitor information that is made available to agents, including social media networks, IP Address and Geolocation information. We have also added several notable social media networks to the list of offerings, including:

  • Hacker News
  • Meetup
  • Tagged
  • VK
  • Yahoo
  • YouTube

The admin dashboard allows you to select the individual social media networks that you would like to pull in for each of your visitors and also allows you the option to enable/disable IP Address and Geolocation tracking.

social discovery controls SnapEngage


Social Discovery

Social media really brings us all closer together and helps build amazing networks and stronger connections the world over. Knowing more about who we are chatting with and being able to personalize your message can go a long way in building better rapport.

If a visitor provides their email, we can collect additional social data which can be displayed for the agent. With SnapEngage whenever someone provides you their email we now can pull all those contact details right into the chat so that you can send a friend request, follow them on Twitter or link up on LinkedIn. Any data provided is from publicly available sources which the visitors are in full control of sharing (or not).

There are a number of highlighted icons that should look familiar. These are the various contact points Bart has publicly made available and now they are just a click away for the agent to add.  Other profiles you might see would be Facebook, LinkedIn, Twitter, Google Plus, Klout, Flickr, Quora, Reddit, StackOverflow, GitHub, Tumblr, Posterous, Plaxo, Pinterest and GetSatisfaction. All that information will be present when you start a chat in roughly 5 seconds!

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Introducing: File Exchange For Chat

Your Agents and Visitors Will Thank You

live chat file sharingAll users now have the ability to exchange files with visitors during a chat!

How many times have you been in a chat and wished you could send an image or document rather than typing a lengthy explanation? With SnapEngage’s new File Exchange feature, you can now share screenshots, product images, documents and so much more right in the chat window! This feature is exclusively available to agents within the Chat Portal.

Your sales and support services just got a whole lot better!


Send files to a visitor during chat

live chat file sharing
live chat file sharing


Request files from a visitor during chat

live chat file sharing


Receive a file from an offline/prechat visitor*

live chat file sharing
*If your widget uses a custom form, this feature must be manually added to your custom form code by a SnapEngage developer, if there is ample space to place the feature in your custom form. To find out if this feature can be added to your custom form, please chat with us or email us. If your widget does not use a custom form, this feature will automatically be added to your prechat/offline form.


Integration Support

Receive the files as attachments after the close of a conversation.

Email Integration – If your account is set up with an email integration, the email transcript that you receive at the end of a conversation will also contain any file attachments (assuming files were exchanged).

ZenDesk Integration – If your account is set up with a ZenDesk integration, the ZenDesk ticket that is created at the end of a conversation will also contain any file attachments (assuming files were exchanged).


How to Enable/Disable This Feature

To disable this feature for any of your widgets, visit your admin dashboard (Settings -> Options), and then uncheck this new setting at the bottom of the page.

fileexchangesetting


In the Works

The following features/settings are currently in the works and will be released at a later date. Stay tuned to the blog for updates!

Admin dashboard settings – Option to whitelist/blacklist specific filetypes (i.e. .jpg, .doc, .pdf, etc.)

Security settings – Option to permanently delete the exchanged files from the SnapEngage server after the close of a conversation

Mobile optimized chat integration – Swap files with your mobile visitors

More integration support – Let us know which ones you would love to see!


We would love your feedback! Chat with us or email us anytime.

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Introducing: SMS Chat

SMS Chat Is Here

We’ve added yet another way for your customers to engage with you while they’re on the go. With text messaging quickly becoming a preferred method of communication across demographics, SnapEngage’s new SMS-to-Chat feature allows your visitors to communicate with your agents via SMS text message.

The Admin Dashboard now provides you with the ability to select and manage your phone numbers so that your agents can interact with your customers just like any other chat.

UPGRADING YOUR ACCOUNT IS QUICK AND EASY

1. Login to your Admin Dashboard.
2. Click on the ‘Text’ icon in your Settings tab.
3. Select your preferred phone number and click the ‘buy’ button.
(Repeat for additional phone numbers on subsequent widgets.)
4. Engage with your customers just like any other chat.

 

SMS CHAT FEATURES

Select Your Preferred Phone Number

Select your country (currently only offered for US and Canada) and preferred area code to view a list of available phone numbers. Select your preferred number* and click the ‘buy’ button. Yes. It’s that easy!

SnapEngage SMS Chat Feature

UPDATE: You can now enable your existing phone number (landlines only) to receive incoming SMS text messages from customers. We require proof of ownership for the phone number (i.e. invoice) and completion of a TSS Registry form for 800 numbers. Once submitted, setup takes approximately 2 weeks.

Interested in setting up your existing number to receive incoming SMS chats?
Email Us or Start a Chat

Agent-Driven Canned Messages

Agents are notified and can interact with incoming SMS chats in the same way that they are accustomed to handling other chats, including use of shortcuts or pre-populated canned messages. Customers receive quicker responses and agents spend less time typing. It’s a WIN-WIN!

Intelligent Agent Routing

Our intelligent agent routing feature recognizes your agent chat load and distributes your incoming SMS chats to available agents. And a bonus for Plus and Premier accounts:  Establish agent tiers to customize message distribution to specific agents!

Offline Messaging

Don’t leave your customers hanging. Set up an automated response during off-business hours prompting your customers to leave a message for your agents to follow up later.

SnapEngage SMS Chat Offline Message

SMS Threading & Logging

Your SMS chats are automatically grouped and stored by phone number so your agents and administrators can easily access chat history in transcript logs.

Unlimited Messages – Low Flat Monthly Rate

Don’t worry about trying to keep track of your inbound and outbound message counts. We charge a low, flat monthly fee of $25-$35 per phone number for unlimited text messages.**

*Each widget requires its own unique phone number.
**Beginning July 1, 2015, users who have participated in the beta testing period for the SMS Chat feature will be charged $25-$35/month per active phone number.

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How one SnapEngage customer is using SMS chat

City Unveils New Text 311 ServiceCity of Evanston SnapEngage SMS Chat

Evanston City Manager Wally Bobkiewicz today unveiled a new service that will let residents easily send text messages from their mobile phones to the city’s 311 information center, but said a similar connection to the 911 emergency service may be a year or more away.

Bobkiewicz said that with the popularity of another recent feature — an online-merchant-style customer support chat service on the city website — he’s now convinced the new text messaging service will be quite popular.

About 2,000 people have used the chat tool in the past six months, Storlie said, compared to over 70,000 phone calls to the 311 line in the same period.

Stowe said the city has used the web chat service from SnapEngage so 311 operators can deal with both types of messages using the same interface on their computer monitors.

FULL ARTICLE >

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Introducing: Mobile Optimized Chat

Your customers are mobile, and now so are all of your favorite SnapEngage chat features

Our newly improved mobile-optimized visitor chat window automatically detects when users are on a mobile device and allows your visitors to seamlessly interact with your agents. And better yet, your admin dashboard settings allow you to customize the look-and-feel of your mobile chat window to best represent your brand.

mobile optimized live chat by SnapEngage

mobile-optimized-chatProactive Chat Support

Now you can send targeted proactive chat invitations to mobile website visitors in addition to desktop users. And the best part is that the same rules that you set up for desktop chat automatically carry over to mobile, so you only need to configure your rules once.

Offline Request Support

No agents online? Not a problem. Our offline form allows your mobile visitors to leave a message (with their email address) for your agents to follow-up later.

Customizable Styles

Within your admin dashboard, use the mobile browser style settings (shown above) to configure your chat window and buttons, including positioning, colors and text. And for those of you who want custom images, hang tight… this release will be coming down the pipeline.

Dynamic Chat Window

The mobile optimized visitor chat window is semi-transparent, allowing users to reference their location on your website while in the chat window. Visitors can also minimize or expand the chat window at any time, enabling them to browse through your website while maintaining their conversation with your agents.

Improved Support for Non-Responsive Pages

Regardless of how your website renders on mobile devices, the new mobile-optimized visitor chat interface has been configured for mobile-friendly display to your visitors. So even if some (or all) of the pages on your website are not yet mobile-friendly, at least your chat is.

Javascript API

For our more advanced users with current desktop Javascript API customizations, our first release of the mobile-optimized visitor chat feature partially supports with full support coming soon. For more details on how your code could be affected, please contact our support team via chat or email.

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Q&A: How Demographics Impact Live Chat

Live chat has firmly planted itself in both the B2B and B2C spaces, and every year hundreds of companies decide to conduct their online sales and/or support efforts through a live chat service for the first time. Yet, have you ever stopped to think about the key role that demographics play in the live chat sphere? Craig Borowski of Software Advice wanted to explore this very question, and recounted his findings in this recent study. We had a chance to chat with Craig about his findings, detailed below!

SnapEngage: Which specific aspects of live chat correspondence do you feel appeal to those aged 18-34? Which psychological and/or lifestyle traits of those in this age bracket make these aspects of live chat more appealing than other forms of communication?

Craig: “It’s the immediacy of live chat that Millennials find so appealing. Immediate, instant results appeal to them primarily because they’re more used to getting them than other generations. Having grown up in the age of high-speed Internet access, with nearly ubiquitous mobile data networks and richer online resources, they’re used to having the answers always at their fingertips, so the prospect of writing an email and waiting for a reply is, by contrast, not at all appealing.

On the other hand, this isn’t to say that other generations don’t appreciate immediacy. They certainly do. The main difference being that unlike Millennials they’re less likely to expect it. In that sense, live chat has even more to offer to older generations. It’s a chance to really impress them with a new type of help desk service solution.”

SnapEngage: Describe a common barrier experienced by businesses when implementing a live chat solution, and how businesses could take steps to overcome this barrier. 

Craig: “Most of the common barriers businesses run into when implementing live chat stem from not fully understanding live chat from their customer’s point of view. It’s not uncommon for a business to consider implementing live chat by asking traditionally business-oriented questions: Can live chat improve sales? Can it increase conversions on our site? Can we improve our first-contact-resolution rate by offering service and support on live chat? When implemented correctly, the answer to all these questions will almost certainly be Yes.

However, designing a live chat implementation with only these types of bottom-line goals is not the best approach. Instead, a business should carefully appraise how their customers are currently using their online resources. What pages do they view most often? What actions do they take on those pages? Are they returning to the same pages again and again? After understanding the variety of interactions customers are having with their existing website, a business will have a better idea about how to most effectively implement live chat. They’ll avoid the common barriers (poor adoption, unprepared agents) and the bottom-line goals mentioned above will follow.”

SnapEngage: According to your research, which negative aspects of phone and email correspondence are not present in live chat?

Craig: “If you’ve ever emailed a company with a customer support question, you probably received a reply moments later. Did that reply answer your question? Probably not. Chances are it was just an automated response stating that your email was received. Your real answer may not arrive for another 2 – 4 business days. While email can be an effective support channel, and some companies do prioritize fast, helpful responses, the simple fact is that email is not a real-time communication channel. Once you send one, you can only sit back and wait for a reply.

Live chat is a real-time channel. You ask a question and a reply follows immediately. If the agent needs more information to help you, they ask for it immediately. If for some reason they still cannot answer your question, they can explain why they can’t and let you know when they will. So even if the customer doesn’t get an instant answer— though they often do— they’re kept in the loop and know when to expect one. They’re not kept in the dark waiting for an email reply.

Phone is a real-time channel, but it comes with its own rocky history and cultural baggage. For decades, consumers have been trained, albeit inadvertently, to expect long hold times, IVRs that speak slowly and listen poorly, and repeated requests to repeat the same information over again. It doesn’t matter if your company’s phone line does none of those things. The fact remains, many consumers expect these inconveniences whenever they call a larger company.

While live chat and phone are both real-time channels, live chat has many important advantages. Not least of which is the fact that it doesn’t carry the historical baggage of phone communication. Customers don’t engage live chat with lowered expectations, as is so often the case with phone.”

SnapEngage: Do you see any trends emerging in terms of specific business sectors that are especially well-suited for live chat interactions with customers and prospects? 

Craig: “E-commerce and online-shopping businesses are especially well suited for live chat and it’s likely that adoption in that sphere will remain very strong. Use of live chat to provide customer service and support will continue to grow and likely spread to more verticals. Industries with specific regulatory requirements, like healthcare and finance, are starting to look at live chat as a viable option now that more live chat platforms incorporate the security and encryption needed to meet compliance.

Apart from those uses, I think we can all look forward to seeing more creative implementations of live chat as more companies discover what it brings to the table. As I mentioned above, it’s critical that businesses approach a live chat implementation with a customer’s point of view. As more do this, and look beyond the traditional metrics of business like increased sales, more uses for live chat will be discovered. There’s a lot to look forward to.”

SnapEngage: What are some of the primary points a business should consider when selecting a live chat provider?

Craig: “They should consider how easily it will integrate with their website and with whatever software they use internally. They need to ensure it will be customizable to their exact needs (the exact needs of their customers). And they need to be comfortable with the pricing and deployment models, the contract and the QoS terms and know that the platform will scale with projected growth.”

SnapEngage: Successful live chat efforts are reported across even the highest age brackets in this report; how do you feel companies with older target audiences will approach live chat in the future after taking into account these new findings?

Craig: “That was one of the most interesting findings in this report: that people of all ages, including seniors, are attracted to the same qualities of live chat, it’s convenience and immediacy, that make it great. I spoke with many businesses who had recently implemented live chat. Their impressions were overwhelmingly positive. A few that cater specifically to older consumers did mention that, at first, it was challenging to get more customers using it. Live chat can be implemented very unobtrusively, such that customers need to look for it. If customers aren’t aware that it’s an option, then they might miss out, and this can often be the case with less tech-savvy or older customers.

In these cases, it helps to be more proactive with live chat. Have the chat window appear earlier in the customer’s visit to the site, have it begin by offering very specific messages— not generic “How may I help?”— based on what the company understands about their customers and how they’re using the website.”

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Introducing: Chat Portal Widget Switcher

As an super star agent, it’s not uncommon to be assigned to multiple widgets such as sales and support and to have those widgets configured to use different integrations, like Salesforce and UserVoice. So what do you do when a sales chat actually turns out to be a support chat, or vice versa? One thing you can do is to transfer the chat to another agent on the sales or support widget. However, since you know your stuff and would rather keep the chat it’d be really handy if you could simply transfer the widget to yourself on another widget or better yet, simply “switch” the widget the chat is on. Well now you can do just that using our widget switcher option in the Chat Portal. Here is how it works:

* When a chat comes in the name of the widget it’s associated with is displayed. To the right of widget name is a little downward facing arrow that when clicked on shows the list of widgets that you as an agent are also configured on:

widget-switcher-selection

 

 

 

 

* When you click on any of the widget names the current chat is switched to that widget. What happens then is that all widget specific settings such as shortcuts, knowledgebase and integrations are applied to your chat.

From Sales:

sales-widget

 

 

 

 

to Support:

 

 

 

 

Now next time you have a chat that you want keep but know that it isn’t on the correct widget use the widget switcher.

If you have any questions about this or any other feature let us know!