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The HumanClick User Guide is your guide for getting the most out of your HumanClick service. Below please find a complete description of all HumanClick features including instructions for set up and use, as well as a guide to get you started providing superior customer service. You might want to print and save a hard copy of this document for future use. Table of Contents
HumanClick FeaturesCustomizable buttons and Chat/Leave a Message Windows - Create a unique set of buttons and Chat Window images to match the look and feel of your web site. HumanClick Button and Monitor Tags – Embed Button tag for Click to Chat functionality, just the Monitor tag to monitor your site, or both for complete HumanClick functionality. Editable Canned Responses – Save time with prewritten Canned responses and HTML code to push in a click of the mouse. Chat Traffic Organizer – Answer incoming chats faster and more efficiently for web sites with high chat traffic. Push Pages/HTML code – Send your visitors directly to the pages they’re looking for OR send them HTML commands into the Chat Window. Repeat Visitor Identification – The experts say that repeat customers are your key to profitability Now you can identify them in a flash. History – Once you see the Repeat Visitor Identification icon showing that your visitor has a chat history, click on the History button to view their chat transcripts in real-time. Email Signature - Turn your email or electronic brochure into an interactive customer service tool by adding HumanClick's Click to Chat functionality. Profiles - Run multiple HumanClick accounts (HC numbers) simultaneously from the same computer. Chat Transcripts – Now you can save and access your Chat Transcripts and additional chat data whenever you want. Installation and CustomizationInstalling/Registering HumanClickFor new HumanClick users:
Changing languagesSo you want to take advantage of one of our International language buttons? Great! Buttons are currently available in the following languages: Danish, Dutch, English, French, German, Hebrew, Italian, Norwegian, Portuguese, Spanish, and Swedish, with more languages on the way. To change the language of your HumanClick buttons after embedding them onto your site - simply go to the Web Operator Window, and choose Tools > Add HumanClick Button and follow the prompts for selecting the language of your choice. To change the language of your chat window interface, simply go to the Web Operator Window, and choose Tools > Chat Window > Language and select the language of your choice. HumanClick Button and Monitor TagsHumanClick Button tag - The first tag should be placed in the location where you want the 'Click to Chat' Button on your web page. This button will show the site operator state (i.e. 'Click to Chat', 'Leave a Message' or 'Back in 5 Minutes'). HumanClick Monitor tag - The second tag must be placed at the very bottom of your web site, just above the </body> for the following purposes:
For example, if you want to have the 'Click to Chat' Button but are not interested in the Tracking and Engage options of HumanClick, then you should only embed the 'HumanClick Button'. On the other hand, if you want to monitor and invite visitors to chat from all of the pages of your web site, but you would like the 'Click to Chat' button to appear only on your 'Contact Us' page, then embed the 'HumanClick Monitor' tag on all of your pages and the 'HumanClick Button' only on the 'Contact Us' page. One other benefit of the 'HumanClick Button' tag is that it does not contain any JavaScript code. Therefore, it can be used on web sites that avoid usage of JavaScript (such as Yahoo! Auctions, Amazon etc.).
Customizable Buttons (Pro/Express feature)Have you wanted to change the HumanClick buttons to fit the look and feel of your site? Well now you can with the Customizable Buttons feature available with HumanClick Pro. Why not design buttons that reflect your business? Why not create buttons with animated gif files that will make people really want to click on them! HumanClick provides you with an opportunity to offer REAL customer service, and customer service WILL increase sales, stickiness, interest, etc. Customizing your buttons is another opportunity to market your site. To customize your buttons: STEP 1: First you will want to design 7 graphics as described below. The names of the 7 images must be saved in one directory on your web server using the exact names listed below. The 3 Status Buttons:
These 3 Gifs may be any size you want, but all 3 must have the exact same size. You may also use animated GIFs. To see more examples of buttons, visit our button gallery. We recommend that the file weight be less than 4KB for each of these images. The Chat Invitation buttons These images combined together (one above the other) represent the pop-up button that travels across the visitor's screen when you use the "Invite Visitor to Chat " feature. The top image is the main chat invitation and the image below is the "Close" button. The chat invitation uses a rollover. The table below shows the name convention for both states of the rollover.
When combined together the chat invitation will look like this: All 4 gifs may be any size you want, but all 4 must have the exact same width. In the example above the "Close button" has transparent space on both sides to give it the same width as the graphic above it. To see more examples of chat invitations, visit our button gallery. STEP 2: Upload the images on your Web server. STEP 3: Go to your Web Operator's Window (WOW) menu bar and click on 'Tools' and 'Add HumanClick Button' STEP 4: Choose if you want to manually or automatically embed the icons. STEP 5: Select customized buttons STEP 6: STEP 7: Click on the 'Test' button to test your buttons. STEP 8: If you have chosen the option to manually embed the button, paste the two HTML tags for the Click to Chat Button onto all the pages of your site. Paste the first tag where your button should appear. Paste the second tag at the bottom of your
HTML pages (just before </body>). Use the tags provided by HumanClick and the 'Copy All' button to copy. Customizable 'Chat' and 'Leave a Message' Windows (Pro/Express feature)There are two states for the chat window corresponding to the button states of online and offline:
For each state of the chat window you can customize the background color as well as the image in the right hand side of the window To match the look and feel you created with the Customizable Buttons. Color When specifying the color, you can use
Images Both images must be a file (.gif or .jpg) with the following dimensions:
When specifying the location for the files, you must include the URL including the file name, for example: Examples of images:
To see more examples of chat windows, visit our button gallery. Once you have designed the graphics and place them on your web server, go to your Web Operator's Window (WOW) menu bar and click on 'Tools', and then 'Chat Window'. Enter the value for the background color and the URL for each image. Click 'Test' to test the images, and then click 'OK' to install the images. Getting StartedChattingThe bubble
Each time you turn on or restart your computer, the 'HumanClick' bubble will appear in the Windows taskbar. The default state is online and minimized. Whenever you are online (connected to the Internet), you will be able to monitor your web site. Your visitors Sounds and visual notifications Just type in your text Stop Chat Engaging a visitor to chatWhen you hear the doorbell ‘ding dong’ sound - you know a visitor is on your site! Open the WOW and you can see an IP number, the page the visitor is on, and other information. If you want to offer your assistance to this visitor, you can send the “Want to Chat” popup.
There are two ways to send this popup to the visitor:
The visitor may accept the chat request by clicking on the chat invitation. When is a good time to send the want to "Chat? to your visitor? Why don't all visitors accept the want to Chat? Don't be discouraged! You will find that plenty of visitors do want to chat, and they will either click on the icon on your pages, or else accept the "Want to Chat" popup. If you want to test it - you can go to your own site as a visitor and send yourself the "Want to Chat" - just to see how it works. Advanced featuresEditable Canned Responses (Pro feature)Tired of answering the same questions again and again? HumanClick Pro has the solution with our Editable Canned Responses. This feature enables you to write an answer and then save it in HumanClick for later use with the click of a button. You can also add special effects (bold, highlights, colors, images) with HTML in Canned Responses. To enter Editable Canned Responses: Go to your Web Operator's Window (WOW) menu bar and click on 'Canned'. Choose 'Modify' to add canned responses of your own or to change the existing messages. Select either 'Text' for text messages, or 'HTML' for an HTML message. You can write the answer in a word processing program and then cut and paste it into the Canned Responses. Choose 'Add Last' to add the last answer or HTML code to the Canned Responses. Under 'Modify', click on the buttons on the left or click on the menu item with the left hand button on your mouse. The options available are:
Example of HTML canned answer: A Personal Greeting To enter a personal greeting into your Canned Responses, you can use the following HTML code: This will show up in your visitor screen as:
You might want to use an image that is representative of you or your business and place it on your Web server. Simply replace the URL of the image above with your image. Chat Traffic Organizer (Pro feature)Looking for a more efficient way to organize your incoming chats? To enable Organize Chat Traffic:
How does it work When a new visitor wants to chat, the bell will ring, but there will be no pop-up. The options are as follows: Chat – To accept the next new chat request that is waiting in line. Next - To go to the next visitor in chat who requested your assistance. Accept - To accept a chat (out of order), highlight it and then click on the 'Accept' button in the WOW. This feature is used when you recognize the IP address of a visitor you want to give service to quickly. Refuse - To refuse a chat, highlight it and then click on the 'Refuse' button in the WOW. This feature is used when you recognize the IP address of a visitor whom you do not want to speak with. When you click on the 'Refuse' button, the visitor receives a message to try back later because all of the operators are busy. To terminate a chat with a visitor, click on the 'Stop' button. Push Page/HTML (Pro features): Why Tell 'em when you can Show 'emHow many times have you been chatting with your customers, wishing you could push them to a particular page, either on your site or elsewhere? Well, now you can. With the Push Page feature, if you send your visitors a URL for a particular page on your web site, a pop-up window will open up with that page. And if you want to send customized logos or images, you can utilize the Push HTML feature.
Repeat Visitor Identification: Target your Returning CustomersAll the industry experts keep telling you that it's less expensive to keep an existing customer than to acquire a new one. OK, so how do you find them? The Repeat Visitor Identification icon will appear on the Web Operating Window (WOW) the minute a returning customer enters your site. The following icons will appear on the left of the visitors IP/Host address.
This feature requires no installation. History (Pro feature)
Profiles (Pro/Express feature)'Profiles' is the HumanClick feature which lets you use more than one HumanClick account (HC number) simultaneously from the same computer. For example, some web sites use one HumanClick account for pre-sales customer service and a second for post-sales product support. Others provide customer support for multiple sites. With the new 'Email Signature' feature, many HumanClick customers have added a HumanClick account for their personalized signatures as well. How to install 'Profiles'? To add another HumanClick account (HC number) to your computer: 1. Go to your Web Operator Window (WOW) and select File > Profiles. 2. Click on the new 'Profiles' button. 3. In the Registration Desk Dialog Box, select either First Operator Registration or Additional Operator Registration depending if you are the First or an Additional Operator for this HumanClick account (HC number), and click Next. 4. From here, follow the Instructions for First Operator Registration or Additional Operator Registration. Chat Transcripts ( Pro feature )This new feature lets you access all of your Chat Transcripts since December 2000 including the additional chat data like time, date, and the rest of the Navigational and Info statistics. To access a chat, click on Chat Transcripts and enter the Start and End Day, Month and Year for the period you are searching. Also include the number of chat results you'd like to view. Then, click on List Transcripts. You will see a list of Chats including Chat Number, Date and Chat Transcripts Summary. To run another search, enter the new start and end dates and click on the List Transcripts button.
Number Date Transcript Summary Back To Start / Next Chat Details Information
Chat Transcripts ( Pro feature )With the CartViewer feature, you view your Web site through the eyes of your customers. See customers searching for products, adding items to their shopping cart, progressing through the check out process. The CartViewer feature works with all static and dynamic pages-Shopping Carts, Loan Configurators, Search Results... CartViewer is easy and quick to implement and is available with LivePerson Pro. Click here for more information about CartViewer Email SignatureThe Email Signature lets you add HumanClick's Click to Chat button into the signature of your email. With this feature, instead of signing off, "Sincerely, Customer Service", you can now add the functionality of HumanClick to your emails. This will let recipients of your emails click and chat with you live, turning your email into an interactive customer service tool. Below please find an installation guide. At the end of this document, you will find tips for each email software that can help solve the most common problems that may occur during installation of the Email Signature. Please note that the Email Signature does not work with the AOL, Netscape and Yahoo email software because they do not support the Email Signature tag.
How to install the 'Email Signature'?
2. DIALOG BOX 2: SELECT YOUR EMAIL SOFTWARE 3. DIALOG BOX 3: SELECT THE BUTTON SOURCE 4. DIALOG BOX 3: SELECT IMAGES FROM THE HUMANCLICK BUTTON GALLERY OR USE YOUR OWN BUTTONS Enter the dimensions from your "reponline.gif" in pixels. Click on 'Test' before proceeding. If you receive an error, check to make sure that you entered the correct URL for your folder. 5. DIALOG Box 4: TO ADD TEXT 6. DIALOG Box 5: SIGNATURE FILE IF YOU ARE USING OUTLOOK 2000 / OUTLOOK EXPRESS 5.0: Place a check in the box if you want to make the HumanClick Button your default 'Email Signature'. Please close Outlook 2000 / Outlook Express 5.0 before proceeding to the next step. IF YOU ARE USING ANOTHER EMAIL SOFTWARE: 7. DIALOG 6: MAIL SIGNATURE Click on the 'Edit Signature' button to edit your 'Email Signature' in your designated editor software. 'Email Signature' Tips by Email SoftwareOutlook Express 5.0 Outlook 2000 Hotmail AOL / Netscape / Yahoo How to provide great customer serviceCall center guidelinesOnce you have HumanClick on your site - you have a virtual call center. Whether one person or twenty man this call center, some of the guidelines below can help you out. You are now a "Salesperson" and not just an anonymous webmaster. Regardless of their questions, remember to always treat your visitors with respect. What is the aim of your Web site - are you selling a product or a service? Remember this aim when you are chatting and you will soon see your business pick up. Remember too that great customer service means that your visitors will run to tell their friends! General chat guidelinesSentence length Manners Timing Spelling & Grammar How should you start a conversation? For first time visitors Are you a robot? Privacy issues This is a great service - How do I get this for my web site? Make the sale! End the chat already! Additional ResourcesCheck out this collection of tips and
tricks to make online communication even easier and more effective.
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