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khart1
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Member since ‎Oct 18, 2018
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Katherine Hartman

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Activity

SMS1 on June 18, 2019
Post Chat Survey
Please create the ability in the Chat tool to add a post-chat survey where I can configure the questions. There should be a mix of options for the question field type to set up the survey i.e. Dropdown, Stars, text box, etc. Something like t read more
Reply Idea Conversations Feedback Surveys
249 upvotes
110 Replies
khart1
Participant
August 24, 2021
This feature is important to us as well. Please add. Thanks!
Sam_S on March 04, 2019
We need a Notification that a Chat with ChatBot has been Initiated
We have this situation where I think there should be an option to be notified when a bot chat starts – this is for 2 reasons that I can think of so far: When in a testing phase. While a bot can automate most of the process it would be great to read more
Reply Idea Conversations
74 upvotes
23 Replies
khart1
Participant
November 16, 2020
We have the same issue. We would like to know when chat box conversation is initiated so we can jump in if someone is pushing back on providing info,...read more
Solved
khart1 on September 22, 2020
Workflow to update Salesforce Campaign Status Based on Marketing Email Activity
Hi! I would like to create a workflow that will update my salesforce campaign based on activity on a marketing email. For example, if a recipient clicks a link I would like the campaign status to be updated accordingly. Same for a bounce, unsubscrib read more
Reply Discussion Workflows
1 upvote
4 Replies
khart1
Participant
October 06, 2020
Does anyone have suggestions? Please help! No responses yet. 😞
Solved
khart1 on September 22, 2020
Workflow to update Salesforce Campaign Status Based on Marketing Email Activity
Hi! I would like to create a workflow that will update my salesforce campaign based on activity on a marketing email. For example, if a recipient clicks a link I would like the campaign status to be updated accordingly. Same for a bounce, unsubscrib read more
Reply Discussion Workflows
1 upvote
4 Replies
khart1
Participant
October 06, 2020
Does anyone have suggestions? Please help! No responses yet. 😞
Solved
khart1 on July 21, 2020
Can't Associate Live Chat Contact
Hello, I just chatted with an unknown visitor. I got his name and email address and now I would like to create a contact associated with the chat. I've done this countless times before, however, this time, there is no option to add the contact infor read more
Reply Discussion CTAs
0 upvote
3 Replies
khart1
Participant
July 23, 2020
Hi Pam, Thanks for your reply. As of yesterday, no, I did not have the option to "associate visitor" like in your screenshot and when I clicked "mor...read more
Solved
khart1 on July 21, 2020
Can't Associate Live Chat Contact
Hello, I just chatted with an unknown visitor. I got his name and email address and now I would like to create a contact associated with the chat. I've done this countless times before, however, this time, there is no option to add the contact infor read more
Reply Discussion CTAs
0 upvote
3 Replies
khart1
Participant
July 23, 2020
Hi Pam, Thanks for your reply. As of yesterday, no, I did not have the option to "associate visitor" like in your screenshot and when I clicked "mor...read more
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