If you are new to Channel Talk on your Shopify website
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If you are new to Channel Talk on your Shopify website
Channel Talk and Shopify: A Perfect Partnership
When Channel Talk and Shopify join forces, they empower you to create stunning landing pages, engage visitors, convert leads, and build stronger customer relationships. But before you dive into connecting with customers, it’s essential to ensure that Channel Talk is properly set up on your Shopify platform.
Here are 5 essential steps to follow before you start live conversations with your Shopify site visitors:
Follow These 5 Steps to Start Conversations
[1] Utilize the Login/Create Account Function on Your Shopify Website
Channel Talk excels when your site can differentiate between members and non-members. Enabling the login/create account function allows Channel Talk to identify returning customers and provide them with personalized support.
This functionality lets you craft tailored marketing messages and set up support bots that deliver targeted, individualized interactions, enhancing the customer experience.
Ensure the 'Customer accounts' settings are enabled to allow login links.
[2] Use Your Brand Name When Installing Channel Talk
When installing Channel Talk via the Shopify app store, name your channel using your brand name rather than nicknames or placeholder text. This helps in maintaining brand consistency across all customer interactions.
Enter your brand name here.
[3] Complete the Tutorial Before Making Changes
Start the tutorial before modifying or testing features. This tutorial will guide you through essential steps such as changing your logo, chat button color, setting up a representative bot, and adjusting the chat button position. If you close the tutorial accidentally, restart it by clicking the icon on the upper left of your screen.
4 things to complete during the tutorial:
Change your logo
Change your chat button color
Set your representative bot
Check and adjust your button position
Use your brand logo image for the channel profile.
Create as many bot profiles as needed.
Move your chat button to the desired position.
[4] Set Up Contact Information and Operational Details
After completing the tutorial, set your contact information and location, business hours (including lunch breaks), and utilize the label button to inform customers that you are available. Additionally, create a personalized greeting message for your customers to make them feel welcomed and valued.
Set your Business hours so your customers know when you'll reply. You can also set holiday hours here!
Create a greeting message for your customers.
[5] Review Your Website
After setting up operational hours, visit your website to see how it looks. Check the chat widget’s visibility and functionality to ensure a seamless customer experience.
Next Steps...
🍑 Invite Your Team Members to Your Channel → Control different levels of access for each member
🍒 Test Chat Conversations in Different Scenarios → Test as a logged-in customer and as a non-member using incognito mode. Channel Talk’s robust chat system will help you simulate different customer interactions and ensure your setup is perfect.
🍏 Start Your 14-Day Free Trial → Activate all features for free.
🍡 Integrate Customer Information with Channel Talk → Channel Talk automatically stores customer information in your channel’s contacts, making it easy to manage and reference past interactions.
Related guides on managing customer data:
Show different FAQ Chatbots by customer groups.
Send personalized marketing messages to different audience segments:
Need more help? Talk to us!🌞.
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