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Can I require guests to fill out an entry form before a chat begins?

2557 views   |   Last updated on Apr 11, 2024    Entry Forms chat widget

 

Yes! All subscriptions include entry forms. Entry forms are an optional feature and are enabled on a per chat skin basis by administrators (or mini-admins) in the chat skin management page of the administrative dashboard.
 
A default, basic entry form can collect the guest's name, email, and initial question just before a chat begins.  The only technically-required field is for the guest's question, since that is what kicks off the chat.  If the guest's name and/or email were collected, they are saved as part of the chat metadata (guest identity) in Chat History.
 
entry form example
 
Once the "Start chat" button is clicked, the guest sees a chat box populated with the question from the entry form as the first message in the conversation. 

chat box shown after entry form
 
The name and email fields can be made required or optional for the guest to fill out.  You can also fully delete the name and/or email fields from the form if desired.  If both the name and email fields are removed from the form, each guest will automatically receive an anonymous, unique identifier.

And if you would like to collect additional information beyond a guest's name and email, you can do that too! You can customize entry forms to collect whatever information you need from guests ahead of chat. Just like name and email, custom metadata is saved to Chat History.

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