TABLE OF CONTENTS
Greeting
Here, you can add text to the box (Default welcome shows above) via the edit icon. When clicking on the edit icon, you will be presented with the following dialog box;
Tab 1 - Field Config
Reference Name – Shows the reference generated by the system (Can be edited).
Default Greeting – You will see some default greetings to choose from in the drop down.
Edit Your greeting – You can personalise their greeting if they wish. Any fields users want to populate from/to the lead table can be added from the drop down ‘Select a field…’ then clicking Add. When selecting from the drop down, the preview underneath will show how the information will look in the field.
Tab 2 – Field Style
Visible – Checking will make the field visible in the script, unchecking will make it invisible. Rules can be added to make this change once an input has been actioned.
Tab 3 – Advanced Greetings
Greetings for call types – You can set different greetings to display depending on the type of call. The system will know which type of call is occurring and will automatically display the correct greeting on the script.
URL Link
Here, you can add a web link to the box via the edit icon. This URL can be used to integrate with other systems such as a CRM. To verify what this URL needs to be, you should speak to their CRM provider. When clicking on the edit icon, you will be presented with the following dialog box;
Tab 1 - Field Config
Reference Name – Shows the reference generated by the system (Can be edited).
Label – Here, you can give a title to the link.
URL – This is where the URL should be inserted.
Tab 2 – Field Style
Visible – Checking will make the field visible in the script, unchecking will make it invisible.
Tab 3 – Database
Use Database Field or Global Field? – Allows you to choose whether to display data from the database in the selected field, or pull data from an existing Global field on the script.
Duplicate Script Fields – This displays any other fields in the script which are currently linked to the same database field as the one selected i.e. when a field is set up in the same way, any change to one will affect the other.
Select Customer Data Table – Here, you can select which secondary database to reference. This allows you to select the database table you wish to link the field to.
Choose Database Field – Allows you to select the field you wish to link to this Script field.
Couldn’t find what you were looking for? – Here, you can create a new field or table by selecting either button.
Create a new field – Will give a further tab with the following options:
Create a new table – Clicking here will open the Table Creator page of MaxContact in a new tab where you can add a new table.
Embedded Web Page
Tab 1 - Field Config
Reference Name – shows the reference generated by the system (Can be edited).
Label – Here users can name/give a title to the link (Default = Load).
URL – Users can paste a URL here and the corresponding web page will display in the script with full functionality. Users who have custom URLs for their customers could link the data to the URL in a similar fashion to the URL link via 'select a field'.
Tab 2 – Field Style
Visible – Checking will make the field visible in the script, unchecking will make it invisible.
Font Size (px) – Allows the user to set the size of the font.
Background, Border and Font colour can all be changed with colour pickers.
Tab 3 - Database
Use Database Field or Global Field? – Allows the user to choose whether to display data from the database in the selected field, or pull data from an existing Global field on the script.
Duplicate Script Fields – This displays any other fields in the script which are currently linked to the same database field as the one selected i.e. when a field is set up in the same way, any change to one will affect the other.
Select Customer Data Table – Here the user can select which secondary database to reference. This allows the user to select the database table they wish to link the field to.
Choose Database Field – Allows the user to select the field they wish to link to this Script field.
Couldn’t find what you were looking for? – Here the user can create a new field or table by selecting either button.
Create a new field – Will give a further tab with the following options:
Create a new table – Clicking here will open the Table Creator page of MaxContact in a new tab where the users can add a new table.