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Text Us Widget V3

8 min. readlast update: 04.30.2024

 

 New Text Us Widget Released February 2024
 
You can create and install the Text Us Widget on your website, which allows customers to send a message to the department and location of choice and initiate a text conversation with staff. 
 
Steps to set up and use the Text Us Widget
  1. Ask your Everyware Rep to enable the Text Us Widget for your account
  2. Activate and Configure your widget in Settings > Widgets
  3. Install your Text Us Widget onto your site 
  4. Test: configuration, location routing, department labels, contact list placement, inbound message receipt, outbound auto message response

1) Activate & Configure Your Text Us Widget 

  • Log into the Everyware portal as the business owner
  • Navigate to Settings > Widgets 
  • Toggle on the Text Us Widget

2) Once toggled on, you can Configure your Text Us Widget's:

  • wording
  • message routing
  • branding
  • layout
  • pop up message
  • locations 
  • departments 

👉 To preview the branding, location, or department updates, click "save" then refresh the page.

2.1) Configure Content Wording 

  • Edit the Text Us header wording
    • Default "Enter the mobile number and we will send you a text."
    • Characters max: 60
  • Terms & conditions wording
    • Default "By submitting your mobile number, you authorize [Business] to send text messages for conversational, information or transactional purposes until you opt out by replying STOP. Consent is not a condition of a purchase. Message, data rates and all [terms] apply." 
    • Characters max: 260
  • Success message wording
    • Default "Thank you! We will send you a text soon."
    • Characters max: 60
  • Auto-reply message wording
    • Edit and save the auto reply message template that will send from your account’s Messaging Number to contacts that enter their mobile number in the Enter Number pop up window of your widget.
    • Default Auto Reply "Hi from [BusinessName] Thanks for the text. How can we help you today?"
    • Characters max: 200 

⚠️ Emojis are not supported in automatic SMS templates.

2.2) Configure widget routing to Location and Departments 

You can route incoming Text Us widget messages to sales sites (locations) within your account hierarchy and/or apply contact tags to help further classify messages by intended (departments) recipients. 

  • Locations: To route incoming messages from your widget to different locations within your account hierarchy, toggle on the Locations setting. If your Everyware account only has one location/site, leave this toggled off.
    • Available locations will be show in the dropdown menu.
    • You can rename each selected location. 
  • Departments: To route incoming messages from your widget to departments within a location, toggle on the Departments setting. 
    • Adding a department will attach a tag to contact profiles who submit incoming Text Us messages.
    • Choose from the tags available in your site(s) from the dropdown menu. 

 

2.3) Configure widget Branding and Style

Choose from the default Everyware-branded black and gold "Dark" style with a contrasting light "Powered by Everyware" logo, "Light" style with a contrasting dark "Powered by Everyware" logo, or totally customize your Text Us widget colors to blend seamlessly with your website's look and feel. 

  • Dark (Default) style
  • Light style
  • Custom style
    • You can customize colors for the following elements of your Text Us widget:
      • Text Us Button Background 
      • Text Us Button Font 
      • Pop Up Background
      • Pop Up (Page) Font
      • Pop Up (Page) Background & Icons
      • Pop Up Button Font 
    • Either type or paste in the hexadecimal color codes into the corresponding fields OR pick the required color using the color picker and the corresponding # color will populate

2.4) Configure widget Layout 

  • Choose the widget position on the screen.
    • Place widget in the bottom right corner of your portal/webpage (Default)
    • Place widget in the bottom center of your portal/webpage
  • Dark Overlay
    • To let the widget open without a semi-transparent dark overlay above the page content behind it, leave Dark Overlay toggle off (Default)
    • To show a semi-transparent dark overlay in the background and give some contrast between the widget and the rest of the page, toggle on Dark Overlay

2.5) Configure Widget Pop up Message 

To grab the attention of your site visitors, enable a pop up message that will appear right next to your Text Us widget button. 

  • Toggle on Show a pop up message with the Text Us Widget
    • Write the message you want to show on the pop up message
    • Default: "Have a question? Text us here"
    • Characters max: 50
  • Toggle on Upload an image
    • Click on the Choose File button to navigate to the image you want
    • In your file browser window, select Open and the file name will appear under Upload an Image
    • Save Changes in the Text Us pop up settings 

👉 You'll be able to see that your image upload was successful when you refresh the Settings page, but cannot currently preview the pop up image or message changes in the portal. 

2.6) Copy Embed Code 

  • When you've configured your widget settings to your liking, you can copy the embed code at the bottom of the settings page with the Copy Embed Code button. 
  • A success message will pop up that reads "Code was copied" indicating the embed code is now available in your clipboard
  • You may proceed to installing the Everyware Text Us Widget 

3) Add the Widget Code

  • You can preview the copied code in a notepad, save it as an html file type and take a look at the results in a web browser before installing on your site.
  • Place the copied embed code script into your website's HTML source code between the <head> tags. 

4) Manage the resulting Text Us contact, tags, and messages in the Everyware portal

4.1) The incoming message will appear in the intended location's main Messaging center with a visible tag, and a preview of the contact's list location

  • Navigate to View Messaging > Select the incoming message contact from the left column where you can also see any applied (Department) Text Us tags
  • View the customer's incoming message(s) sent through the Text Us widget and your company's Text Us Auto Reply response(s) in the center column. and respond to the incoming message in the center column. 
  • View the contact's detail summary in the right column, where you should also see their List Location and Contact Type as Text Us

4.2) Click on the Edit button from the right hand column of the Messages page to view the Contact's profile in detail

  • In the contact's Profile you will see the List "Text Us" where the contact is sorted and the Tags (Department) that have been applied to their profile for simplified future report or campaign sorting and filtering.
  • From here, you can resort the contact into a different list if you prefer by clicking on the dropdown carrot and selecting a different list.  

4.3) Text Us sourced contacts are added to the intended Location's Text Us List and to the Master Account's Text Us List

  • View all of the contacts added through the Text Us widget by navigating to Contacts > Manage Lists > Text Us and clicking on the hyperlinked number of contacts in the List Count column 

 

5) Testing Checklist for your Consumer Text Us Widget Experience 

  • The Text Us button should appear on your site in the location as expected based on your saved Layout configuration. 
  • The pop up message and graphic next to the Text Us button should appear based on your saved Pop Up configuration. 
  • When a customer clicks on the Text Us button the widget should pop open on the page with/without the gray overlay based on your saved Layout configuration. 
  • The widget's wording should match your Text Us Wording saved configuration. 
  • The customer should be able to enter their phone number, select an intended location, department, type their message and click Send once all displayed fields are filled. 
  • By clicking the Send button, customers are agreeing to SMS opt in language before submitting their message. If the customer wishes to review the terms of SMS consent, they may click on the "terms" hyperlink in the disclaimer paragraph at the bottom of the widget, to reach: 
  • The customer will see a the confirmation message on the page and the widget will automatically close after a couple of seconds or when they click the X at the top right hand of the widget. 
  • After the customer sends in their message the Text Us button still appears on the page, but no longer with the pop up.
  • Within seconds, the customer will recieve your auto reply message from the intended location's mobile number assigned on their phone's SMS app

 

 

 
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