Texting confirmation
The thank-you panel after a guest asks for a text.
If the widget is in SMS texting mode, a successful lead form does not open a live thread. This is a guest state of Website Widgets. There is no extra merchant route.
What it is
The guest sees Thanks! We’ll text you shortly at {phone}. They do not stay in a chat window. The merchant still receives that contact as a conversation or lead, depending on how the account is set up.
Webchat Overlay and SMS texting widget cannot both be on. Pick SMS when you want opt-in texts instead of live chat.
Typical workflow
- Turn on SMS texting widget. Turn off Webchat Overlay.
- Preview the form and the thanks panel.
- Confirm the thread or lead appears in Conversations / CRM.
- Continue the guest on SMS, not in the widget.
Related
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