Chat Request Popup Setup

This guide walks through setting up a Chat Request Popup that creates a lead, assigns a special status, filters leads, and notifies you to follow up with the customer.

1. Create Custom Lead Status

Settings > Lead Statuses > Add Status

Name:
Chat Requested
Active: Yes
Prevent Automatic Emails: Yes
Color: Choose your preferred color
Note: Copy the Lead Status ID from the URL after saving for later use.

2. Create Filter

Settings > Filters > Add Filter

Filter Name:

Tag | Chat Form

3. Create Automation

Settings > Automations > Add Automation

Name:
Quote | Set Status | Chat
Active: Yes

4. Create the Chat Form Popup

Log into your website's WordPress, and navigate to Templates > Popups

Name:
Chat Form
Width:
320px
Remove 'actions after submit', or change the 'send to' email.

Form Fields

Label	Type	ID	Notes
Name	Text	firstandlastname
Phone	Number	cellphone
Message	Default	message	Use default settings
SMS Opt-In	Hidden	oktotext	Default Value: 1
Disclaimer	HTML	N/A	<p style="font-size:10px">By submitting, you agree to receive SMS or e-mails for the provided channel. Rates may be applied.</p>
Status	Hidden	status	Use the ID of the "Chat Requested" lead status from the URL of the lead status page from earlier
Tag	Hidden	custtags	Default Value: Chat

Optional: Add honeypot and reCAPTCHA fields for spam protection.

5. Displaying the Popup

Edit the site's footer in Elementor.
Drag an icon widget into the site's footer.
Add your own SVG image to it, and set the 'dynamic tags' option to 'popup'.
Set the popup name to Chat Form, and select the template that appears.
In the 'Advanced' tab set the position to 'Fixed'. Adjust the horizontal and vertical orientation until the chat popup placement is where you want it on both desktop and mobile. This will take some trial and error, make sure to view the site in another browser to confirm.