NiftyQuoter Integration

Jun 02, 2015 | 0 comment

LiveHelpNow help desk software collects a lot of information about your customers. The integration with NiftyQuoter will allow for easy transfer of live chatter information into your NiftyQuoter client list for additional marketing, business analytics, upsell and cross sell flow.

NiftyQuoter Integration User Setup Instructions

Please complete the following easy steps to integrate your LiveHelpNow chat user info into your NiftyQuoter Client List.

1. Login to your NiftyQuoter account and click “My Account” in the header. Then select “Users & Permissions” on the left side of the page.

nifty1

nifty2

2. Select the User ID and the Admin Role and click Edit (1). Copy the API Token from this screen (2).

Note: If API token is not displayed, you may need to check the box to generate the token, save your changes and then click Edit from the User page once again to view & copy the token. 

nifty3

nifty4

3. Login to your LiveHelpNow account and go to Admin Panel->My Account->Integrations->Eventing API

A. Click on “Add Event”

B. Select “ChatOpened” event

C. Select “JSON” for Event Type

D. Select “POST” for Event Verb

4. In the HTTP Basic Authentication User name field, enter the user email address for which the API key was generated in your NiftyQuoter account in Step #2.

5. In the password field, enter the API key was generated in your NiftyQuoter account in Step #2.

6. No information is needed for the Headers Key and Headers Values fields.

7. Enter the following into the payload field:

 

{
"client": {
"first_name": "$$$FirstName$$$",
"last_name": "$$$LastName$$$",
"email": "$$$Email$$$"
}
}

 

Please Note: The $$$FirstName$$$ label in the Payload syntax above assumes you are collecting the chat user’s Full Name in the Pre-Chat Requested Information in LiveHelpNow.  

The $$$LastName$$$ label in the Payload syntax above assumes you are collecting the chat user’s Full Name in the Pre-Chat Requested Information in LiveHelpNow.  

The $$$Email$$$ label in the Payload syntax above assumes you are collecting the chat user’s email address in the Pre-Chat Requested Information in LiveHelpNow.  

These settings are located at Admin Panel->Chat System->Customization->Pre-chat requirements

In order to ensure data is pushed to NiftyQuoter from all LiveHelpNow chat users, it is highly recommended you define the name and email address as required. This is done by selecting “yes” from the dropdown in the Required column for the email field in the Pre-Chat Requested Information settings.  

jangomail1

8. In the URL field, enter the following address:

https://api.niftyquoter.com/api/v1/clients

9. Add an email address to the “Event Failed Notification(s)” field

nifty6

10. Make sure the box next to Enabled is checked, and click Add Event to save.

nifty7

Your saved event should look like this:

nifty8

nitfy9

11. You’re all done! As your chat users start new chat sessions, you should not see the info provided from their Pre-Chat Questions in your NiftyQuoter Clients page!

nifty10

 

 

See more LiveHelpNow live chat system integrations

Comments

Brought to you by LiveHelpNow

Captivate customers and outshine competitors with our easy to use, hard to resist customer service software suite.

Learn more

Get knowledge to your inbox

Sign up and be first to know about our blog posts!

About the author

Lauren Schneck

+Lauren Schneck is Director of Marketing Communications at LiveHelpNow, a customer service software company. You can contact Lauren directly at LS at livehelpnow "." com or via phone at 877-548-3001.

Do you like our posts? You might also like our product.

Give Live Help Now a go free for 30 days.

WAITING IS FOR LOBBIES AND BUS STOPS.

Questions?