Get a Demo
Have visitors book demos in the widget. You'll also be able to capture details about them and be better prepared for your next demo.
In this article:
- How to Install
- How to Set Up
- How to Use
How to Install
Go to the App Store > Widget Apps > Get a Demo. Click ‘Install App’. Review the app capabilities and click ‘Install’. On the next screen, review the permissions and access levels, then click ‘Authorize Access’.
How to Set Up
After installation, you’ll be taken back to Acquire and into Get a Demo Settings. Alternatively, click the three dots ‘...’ in the upper right of the app tile and select ‘Edit’ to open the wizard. Add the email demo requests will be sent to, then complete the fields for the app’s widget appearance.
Next, use the drop down menu to select which fields to ask the visitor for when they request a demo. Add a confirmation message and click ‘Save’. Finally, navigate to Settings > Messenger Setup > Widget Apps. Click on Get a Demo and then click ‘Push App to Widget’ to complete installation.
How to Use
From the widget, visitors can click on ‘Get a Demo’ and complete the form to submit their request. Agents can also push the widget into the chat from the conversation window by clicking on the 'apps' button. Once submitted, an email will be sent to an agent with visitor and system information.