Web chat lead forms in Chatavise allow you to embed a lead capture form directly into your website as a chat widget. This provides a seamless way to collect leads, segment contacts, and trigger automations without ever leaving your site.

This guide will walk you through how to manage web chat lead forms step-by-step.



What is a Web Chat Lead Form?

A web chat lead form is an embeddable chat widget that lives on your website. Unlike standalone lead forms, web chat forms:

  • Do not have a shareable URL.

  • Are embedded across your website pages.

  • Allow site visitors to submit information without leaving the page.

Example:

You can see a web chat lead form on the bottom right corner of your website. Visitors can quickly submit their name, phone number, and message through the form.

Managing Your Web Chat Lead Form

General Settings

  • Form Name:
    Internal name for your reference.

  • Submission Redirect Link:
    Optional. If set, this will redirect visitors to another page after submission.

Form Fields

  • Default Fields: First Name, Last Name, Phone Number

  • Add or Remove Fields:
    Add fields like Inquiry or Email using checkboxes.

  • Real-Time Updates:
    All changes appear instantly in the live preview.

  • Field Options:
    You can:

    • Mark fields as optional or required.

    • Remove fields using the trash can icon.

Consent Settings

  • Transactional Messaging (Default):
    Only allows communication related to the visitor’s inquiry.

  • Marketing SMS Opt-In (Optional):
    Add a checkbox to allow visitors to opt into promotional campaigns.

If you don’t add the opt-in box, you may only contact the visitor about their original inquiry.

Styling and Preview

  • Live Web Chat Preview:
    View a real-time version of your embedded form.

  • Customizable Elements:

    • Header text

    • Button color

    • Chat widget color

    • Submission confirmation message

    • Avatar image

  • Real-Time Updates:
    Changes appear instantly in the preview.

  • Code Snippet:
    After customizing, copy the code snippet provided to embed the form into your website’s footer (within the <body> tag).

Separate setup tutorials will be provided for platforms like WordPress, Wix, and other site builders.

Location Support

  • Supports multi-location businesses.

  • Visitors can select the business or branch they’re inquiring about if multiple locations are added.

Auto-Tagging

  • Automatically tag new contacts who submit the form.
    Example: Tag them as “Web Lead” for easy future segmentation.

Workflow Automation

  • Attach workflows to the lead form to automate:

    • Immediate response texts

    • Follow-up messages

    • Scheduled texts (like checking in after a week)

    • Auto-assigning contacts to team members

  • You can add, remove, and edit workflows with a simple toggle.

  • Workflows can be opened in a separate window for deeper customization.

Example Workflow:

  • A visitor submits the web chat form.

  • They receive an immediate “Thank you” text.

  • One week later, they receive a scheduled follow-up asking if they still need assistance.

Saving and Embedding the Form

  • After updating the form, click Save.

  • Copy the embed code and paste it into your website’s footer (inside the <body> tag).

Need Help?

If you need help embedding your form:

  • Click the Get Help button in Chatavise.

  • Search for your website builder (e.g., “WordPress” or “Wix”).

  • If no article exists for your platform, submit a support request using the Contact Us form.

Summary

Web chat lead forms in Chatavise are an effective way to:

  • Seamlessly capture leads directly on your website.

  • Customize the design and fields in real-time.

  • Segment contacts automatically using tags.

  • Trigger workflows for instant and scheduled follow-ups.

Whether you’re using WordPress, Wix, or another site builder, Chatavise’s web chat forms help you grow your lead list and streamline communication.