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Create reports that show new patients vs. existing patients.
Easily separate calls from new patients vs. existing patients.
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Learn which marketing delivers the most valuable clients.
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Note: If you haven't added your WhatConverts tracking script to your website, add your tracking script. If you are using the WhatConverts WordPress Plugin, you will want to deactivate the plugin and place your WhatConverts Tracking Code above your Crisp Integration Code.
1On your website where you have placed your Crisp HTML Code, add the following below your Crisp HTML Code.
<script> var cookie = oqhaqzwnbjgcpycneryg('wc_client'); var source='',medium='',campaign='',content='',keyword='',gclid='',landing_page='',user_id='',msclkid=''; if (cookie) { var cookie_parts = cookie.split('+..+'); if (cookie_parts[0]) source = cookie_parts[0]; if (cookie_parts[1]) medium = cookie_parts[1]; if (cookie_parts[2]) campaign = cookie_parts[2]; if (cookie_parts[3]) content = cookie_parts[3]; if (cookie_parts[4]) keyword = cookie_parts[4]; if (cookie_parts[5]) gclid = cookie_parts[5]; if (cookie_parts[6]) landing_page = cookie_parts[6]; if (cookie_parts[7]) user_id = cookie_parts[7]; if (cookie_parts[8]) msclkid = cookie_parts[8]; } $crisp.push(['set','session:data', [[ ['source', source], ['medium', medium], ['campaign', campaign], ['content', content], ['keyword', keyword], ['gclid', gclid], ['landing_page', landing_page], ['user_id', user_id], ['msclkid', msclkid] ]]]); </script>
Once implemented, start and end a test chat.
2Go to Zapier and "Create Zap". Select "Crisp" as your Trigger App and "New Conversation" as the Trigger Event.
Note:
Click "Test Trigger" to test your Trigger step, select the newest chat to set up your Zap and click "Continue".
3Search for and select "Formatter by Zapier". Select "Text" as the Action Event. Under Transform, select "URL Decode.
Under Values click the drop down and select "Meta Data Landing Page".
Click "Continue". Test the action and click "Test & Continue".
4Add an additional Action Step. Search for and select "WhatConverts" as your Action App. Select "Create Lead" as your Action Event. Click "Continue". Select your WhatConverts profile to integrate with Crisp.
Note:
Set up your Template as follows:
Lead Type: Chat
Profile: Your WhatConverts Profile
Referrer Source: Meta Data Source
Referrer Medium: Meta Data Medium
Referrer Campaign: Meta Data Campaign
Referrer Content: Meta Data Content
User ID: Meta Data User ID
Referrer Keyword: Meta Data Keyword
Gclid: Meta Data Gclid
Msclkid: Meta Data Msclkid
Landing Page: 2. Output
Add the following field under Additional Fields:
Email: Meta Email
Session ID: Session ID
Last Message: Last Message
Click "Continue" and send a test to WhatConverts. When the test is successful, turn your Zap "on".
4Log into your WhatConverts profile. Click "Leads" in the top menu. Find your new Chat Lead. You can hover over the lead and click "View Details" to view the full details for your chat lead.
If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com
Crisp is a web chat service that you add to your website to interact with visitors to your site. Using Zapier, you can integrate Crisp with WhatConverts and get your chat information with marketing data on your WhatConverts dashboard.
Note:
WhatConverts Tracking Codeabove
1On your website where you have placed your Crisp HTML Code, add the following below your Crisp HTML Code.
<script> var cookie = oqhaqzwnbjgcpycneryg('wc_client'); var source='',medium='',campaign='',content='',keyword='',gclid='',landing_page='',user_id='',msclkid=''; if (cookie) { var cookie_parts = cookie.split('+..+'); if (cookie_parts[0]) source = cookie_parts[0]; if (cookie_parts[1]) medium = cookie_parts[1]; if (cookie_parts[2]) campaign = cookie_parts[2]; if (cookie_parts[3]) content = cookie_parts[3]; if (cookie_parts[4]) keyword = cookie_parts[4]; if (cookie_parts[5]) gclid = cookie_parts[5]; if (cookie_parts[6]) landing_page = cookie_parts[6]; if (cookie_parts[7]) user_id = cookie_parts[7]; if (cookie_parts[8]) msclkid = cookie_parts[8]; } $crisp.push(['set','session:data', [[ ['source', source], ['medium', medium], ['campaign', campaign], ['content', content], ['keyword', keyword], ['gclid', gclid], ['landing_page', landing_page], ['user_id', user_id], ['msclkid', msclkid] ]]]); </script>
2Go to Zapier and "Make a Zap". Select "Crisp" as your Trigger App and "New Conversation" as the Trigger.
Note:
Click "Test & Review" to test your Trigger step, click the "gray down arrow" to view your chat details, select the "radio button next to the chat and then click "Done".
3Click "Do This..." and add "WhatConverts" as your Action Step. Select "Create Lead" then click "Continue". Select your WhatConverts account to integrate with Crisp.
Note:
Set up your Template as follows:
Lead Type: Chat
Profile: Your WhatConverts Profile
Referrer Source: Meta Data Source
Referrer Medium: Meta Data Medium
Referrer Campaign: Meta Data Campaign
Referrer Content: Meta Data Content
User ID: Meta Data User ID
Referrer Keyword: Meta Data Keyword
Gclid: Meta Data Gclid
Lead Page: Visitor Conversation Begin Page
Add the following field under Additional Fields:
Email: Meta Email
Session ID: Session ID
Last Message: Last Message
Click "Continue" and send a test to WhatConverts. When the test is successful, you can name your Zap and turn your Zap "on".
4Go to WhatConverts. Select your profile and click "Dashboard". Find your new Chat Lead and click "View Details". You can now see your chat leads importing from Crisp.
One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.
Schedule a DemoAutomatically send chat events to Google Analytics to define conversion funnels.
WhatConverts reports web chats as a conversion action, revealing which marketing drives chats.
We capture the full chat ticket information and store the lead with its marketing data.
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