Track call leads back to marketing sources.
Easily track existing web forms on your site.
Tie chat leads to marketing campaigns.
See all your leads and sales in one place.
Show clients exactly how well your marketing works.
See how many qualified leads your marketing department delivers.
Track marketing efforts for every franchise, all from one platform.
WhatConverts reveals which marketing campaigns are working.
See exactly where your customers are coming from.
Which marketing channels are driving new clients? Find out.
See which marketing delivers renters and buyers.
Discover how new customers find your dealership.
Create reports that show new patients vs. existing patients.
Easily separate calls from new patients vs. existing patients.
Track every new patient back to the marketing source.
See which marketing channels drive new patients.
Find out where your new students come from.
Calculate ROI from search ads, direct mailers and more.
Learn which marketing delivers the most valuable clients.
A simple way to figure out where customers come from.
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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 Customerly Integration Code.
1On your website where you have placed your Customerly Javascript Installation Code, replace your Customerly Basic Javascript for Website Visitors Installation Code.
Note:
Javascript Code Method
<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]; } window.customerlySettings = { app_id: "********", attributes: { source: source, medium: medium, campaign: campaign, content: content, keyword: keyword, gclid: gclid, landing_page: landing_page, user_id: user_id, msclkid: msclkid } }; !function(){function e(){var e=t.createElement("script"); e.type="text/javascript",e.async=!0, e.src="https://widget.customerly.io/widget/a3026979"; var r=t.getElementsByTagName("script")[0];r.parentNode.insertBefore(e,r)} var r=window,t=document,n=function(){n.c(arguments)}; r.customerly_queue=[],n.c=function(e){r.customerly_queue.push(e)}, r.customerly=n,r.attachEvent?r.attachEvent("onload",e):r.addEventListener("load",e,!1)}(); </script>
Note: Replace ******* with your Customerly App ID. You can find your App ID inside of your Customerly Javascript Installation Code.
Once implemented, go to your website. Start and end a test chat.
2Go to Zapier and click "Create Zap". Select "Customerly" as your Trigger App and "New Lead" as the Trigger Event.
Note:
On the Test trigger page, click "Test Trigger</strong". Select the newest chat lead and click "Continue".
3Search for and select "Formatter by Zapier" as your Action App. Select "Text" as your Action Event. Under Transform, select "URL Decode" and select "User Attributes Landing Page" from the Values drop down.
Click "Continue". Review the data and click "Test and Continue".
4Click the "+" to add an Action Step and select "WhatConverts" as your Action App. Select "Create Lead" as your Action Event. Click "Continue". Select your WhatConverts account to integrate with Customerly.
Note:
Set up your Template as follows:
Lead Type
Chat
Profile
Your WhatConverts Profile
Referrer Source
User Attributes Source
Referrer Medium
User Attributes Medium
Referrer Campaign
User Attributes Campaign
Referrer Content
User Attributes Content
Referrer Keyword
User Attributes Term
IP Address
IP Address
Gclid
User Attributes Gclid
Msclkid
User Attributes Msclkid
User ID
User Attributes User ID
Lead Page
Last Page Viewed
Landing Page
User Attributes Landing Page
Operating System
Operative System
Browser
Browser Name
Add the following field under Additional Fields:
Email Address
Email
Name
Name
Click "Continue" and send a test to WhatConverts. When the test is successful, you can name your Zap and turn your Zap "on".
5Log into the WhatConverts profile set up in the Zap. Click "Leads" in the top menu. Review the Customerly Chat that was sent in the previous step.
If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com
Customerly.io is a chat and help software that helps you interact with visitors to your site. Using Zapier, you can integrate Customerly with WhatConverts and get incoming user information from chat along with marketing data directly to your WhatConverts dashboard.
Note:
WhatConverts Tracking Codeabove
1On your website where you have placed your Customerly Javascript Installation Code, replace your Customerly Basic Javascript for Website Visitors Installation Code.
Note:
Javascript Code Method
<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]; } window.customerlySettings = { app_id: "********", attributes: { source: source, medium: medium, campaign: campaign, content: content, keyword: keyword, gclid: gclid, landing_page: landing_page, user_id: user_id, msclkid: msclkid } }; !function(){function e(){var e=t.createElement("script"); e.type="text/javascript",e.async=!0, e.src="https://widget.customerly.io/widget/a3026979"; var r=t.getElementsByTagName("script")[0];r.parentNode.insertBefore(e,r)} var r=window,t=document,n=function(){n.c(arguments)}; r.customerly_queue=[],n.c=function(e){r.customerly_queue.push(e)}, r.customerly=n,r.attachEvent?r.attachEvent("onload",e):r.addEventListener("load",e,!1)}(); </script>
Note: Replace ******* with your Customerly App ID. You can find your App ID inside of your Customerly Javascript Installation Code.
2Go to Zapier and "Make a Zap". Select "Customerly" as your Trigger App and "New Lead" as the Trigger.
Note:
Test your Trigger step, click "Test and Review</strong" and click the grey arrow to review your sample. Select the radio button next to the sample and click "Done Editing".
3Click the "+". Select "Formatter by Zapier" as your Action App. Select "Text" as your Action Event. Under Transform, select "URL Decode" and select "User Attributes Landing Page" from the Values drop down.
Click "Continue". Review the data and click "Review and Continue".
4Click the "+" to add an Action Step and select "WhatConverts" as your Action App. Select "Create Lead" then click "Continue". Select your WhatConverts account to integrate with Customerly.
Note:
Set up your Template as follows:
Lead Type
Chat
Profile
Your WhatConverts Profile
Referrer Source
User Attributes Source
Referrer Medium
User Attributes Medium
Referrer Campaign
User Attributes Campaign
Referrer Content
User Attributes Content
Referrer Keyword
User Attributes Term
IP Address
IP Address
Gclid
User Attributes Gclid
Msclkid
User Attributes Msclkid
User ID
User Attributes User ID
Lead Page
Last Page Viewed
Landing Page
User Attributes Landing Page
Operating System
Operative System
Browser
Browser Name
Add the following field under Additional Fields:
Email Address
Email
Name
Name
Click "Continue" and send a test to WhatConverts. When the test is successful, you can name your Zap and turn your Zap "on".
5Go 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 Customerly.
One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.
Schedule a DemoAutomatically track visitors back to the marketing source, medium, campaign, ad and keyword.
Automatically send chat events to Google Analytics to define conversion funnels.
WhatConverts reports web chats as a conversion action, revealing which marketing drives chats.