See the 5 things needed to set up One-to-One and start selling online!
Click below to navigate to a certain section:
- Adding Your Scripts
- Build Your Team
- Setting Up Your Widget Appearance
- Data Privacy/Legal Statement (Optional)
- Add User Segments and Feeds
- Test your One to One experience
- Additional Optional Settings to Configure
1. Adding Your Scripts:
- Within your One-to-One Workspace, navigate to Settings.
- Click on Appearance then Integrations, then select your Embed Script. Copy the script listed below as well as the script for tracking.
For detailed walkthroughs, see here:
- Implementing the One-to-One Virtual Shopping Script - For a Custom developed Site, Follow these instructions.
- Implementing the One-to-One Virtual Shopping on Shopify - Follow these instructions.
- Implementing the One-to-One Virtual Shopping on WooCommerce - Follow these instructions.
- Implement the One-to-One Virtual Shopping tracking - Follow these instructions.
Have a developer team and are looking for customizable options with the widget or other integration alternatives? Follow our developer documentation here.
2. Build Your Team:
Who will be responding to the visitor's request?
- Add agents via Business portal (Admin or Member access) to then invite via email to sign in for One-to-One Workspace. Follow instructions here.
- In the business portal, access your “profile”. Agents can add their image here which appear on a new message (240x240 pixels). Access your profile here: https://business.firework.com/profile
3. Setting Up Your Widget Appearance
Prior to a Visitor calling in or requesting a call, you can display a GIF of a Sales Agent or an avatar of available agents to be displayed in the preview.
GIF Display of Agent
- From Settings, click into Appearance then Configuration. Click onto the gif section to upload.
- Finally, scroll down to the bottom and insert the Widget cover text and Widget menu text.
- Widget cover text = the text shown on the widget when not clicked. For example: "Shop with us", “Talk to an expert”, "Start a conversation".
- Widget menu text = the text above the buttons (After someone clicked on the widget). For example: “Chat with one of our experts with text or one-way video call! Don’t worry your camera will be off, we will not see you”.
- Widget cover text = the text shown on the widget when not clicked. For example: "Shop with us", “Talk to an expert”, "Start a conversation".
Avatar Display of Agents
- Within your One-to-One Workspace , click Settings.
- Navigate down to Avatar. Select the cover and menu text then select save.
Tips:
- Try to use a gif that is not constantly waving or moving, as it might distract the visitor too much from their browsing experience.
- Ensure the image is centered with less white space surrounding this, as shown below.
4. Data Privacy/Legal Statement (Optional)
You can provide a legal statement along with any URL(s) of the item listed below for visitors to review/agree to before engaging in a call or chat.
-
- Privacy Policy
- Terms and Conditions
For Example:
5. Add User Segments and Feeds
User segments help define visitors within the Feeds for your Agents to monitor and interact with. This is useful when looking to segment shoppers by a certain requirement or category.
Requires Admin access to set up.
- Within your One-to-One Workspace, navigate to Settings.
- Click into User Segments, then select Add Segment.
- Give this a name and choose from the options, URL or Country, to segment the visitors by. Additionally, you may choose to apply the group to all or any conditions.
- Fill out the third box, which serves as the Segment being searched for.
- You may also add more group options by selecting "+Add group". When finished, click Save.
- Navigate to Feeds. Here you will see the current feeds active and non-active. Select Create Feed.
- Enter a name displayed internally for your feed and select the Segment you created. Then click Save.
You will have control of displaying this feed within your One-to-One Workspace by using the toggle. Agents can then subscribe directly to a feed relevant to them from their workspace.
Here are some examples when setting the Segments:
URL Segment
Country Segment
Test It
Once you have added your One-to-One script, toggle on the button next to “Customers” from the One-to-One Workspace to make your widget visible.
*We recommend testing a call with another Agent or internal employee for practice and to get the flow of navigating. Please reach out if you have other additional questions.
Additional Optional Settings to Configure:
Visibility:
You may set a waitlist capacity per incoming conversation requests.
- From Settings, click into Appearance then Visibility.
- Toggle on Waitlist Capacity. For the "Condition", you may set a queue limit then choose from the following options once that limit is reached.
Scheduling:
If leveraging a callback software, insert your calendar scheduling URL for Agents to follow-up.
- From Settings, click into Appearance then Embed, then scroll all the way down.
- Under Scheduling, select "Custom landing page" then insert your URL per the scheduling link.
Camera Permission:
You can have control over camera settings if you want to allow customers the option to enable their camera on or off.
- From Settings, click into Appearance then Advanced, then scroll all the way down to "Camera Permission".
- You have the option to allow visitors to select if they can enable their camera on/off.