Website Chat Widget on WordPress

Adding a web chat widget to your WordPress website is a quick and easy process. It does not require any coding skills or technical knowledge.

Setting Up for Installation

In order to install a web chat widget on WordPress, you will need the following:

• Access to your website's WordPress Dashboard.

• A code snippet for your web chat widget.

If you don't have a code snippet already, you will generate one when creating a YesHello Website Chat Widget or using the Facebook Chat Plugin for Facebook Messenger.

If you have the channels already connected on the Yeshello platform and you need to retrieve the generated code snippet, navigate to the Channels section under Settings. Press the Configure button to find the generated script.

Installing on WordPress

Step 1: Log in to WordPress

Navigate to your website’s WordPress Admin Dashboard and log in.

Step 2: Navigate to the Plugins Page

From the left navigation panel, click on Plugins. On the Plugins Page, press the blue Add New button on the top of the page.

Step 3: Add New Plugin

Using the search bar, search for the Insert Header and Footers plugin. You will see many options on the search result page that you can use, but we will be using the "Insert Header and Footers" plugin by WPBeginner for this tutorial. Press the Install Now button and make sure you activate the plugin to make use of it.

Step 4: Open Headers and Footer Console

From the left navigation menu, click on Settings and select the Insert Headers and Footers plugin from the settings submenu.

Step 5: Add the Live Chat Script

Copy your plugin script from respond.io and paste it into the Script in Footer section of the Header and Footer console page.

Once you have pasted the script, click on the blue "Save" button at the bottom of the page.

Done!

Open the website and check out the chat plugin. You will find it in the bottom-right corner. Now your website visitors can chat effortlessly with you. If you used the code snippets generated from the respond.io platform, you will be able to manage the conversations and update the appearance of the widget from the Platform.

The chat widget is now active on your website!

Identify Logged-in Users

This section is only applicable if your website has a user login feature.

Step 1: Log in to WordPress account

Navigate to your website's WordPress Admin Dashboard and log in.

Step 2: Open the Theme Header Files

From the left navigation menu, click on Appearance and select the Theme File Editor. Proceed to select the Theme Header file.

Step 3: Add the retrieved User ID and name code

Copy the sample code below and paste it into the Theme Header file. Once you have pasted the code, click on the Update File button at the bottom of the page.

The sample code below is to get the user Id, first name and last name from WordPress. Feel free to amend if you would like to get other contact fields.

<?php 
	$user_info = get_userdata(get_current_user_id());
?>

<script type="text/javascript">
	window.$wp_ID = "<?php echo $user_info->ID; ?>";
	window.$wp_firstname = "<?php echo $user_info->first_name; ?>";
	window.$wp_lastname = "<?php echo $user_info->last_name; ?>";
</script>

Step 4: Open Headers and Footer Console

From the left navigation menu, click on Settings and select the Insert Headers and Footers plugin from the settings submenu.

Step 5: Add the Identify Logged-In User Script

Copy the sample code below and paste it into the Script in Footer section of the Header and Footer console page. Note that, the identify logged-in user script must be placed above Live Chat script.

The sample code below is using the user Id as the identifier and passes along with the first name and last name. Feel free to amend if you would like to get other contact fields.

<script>
      window.__respond_settings = {
    	identifier: $wp_ID,
        firstName: $wp_firstname,
        lastName: $wp_lastname,  
      };
</script>

Once you have pasted the script, click on the blue "Save" button at the bottom of the page.

Done!

Open the website and check out the chat plugin. The logged-in users of your WordPress can be identified. Once the identifier passed is matched with an existing contact, the current conversation will be resumed.

WP-Rocket

If you are using a WordPress cache plugin such as WP-Rocket, take these steps so that the widget appears correctly.

Disable data-minify feature for JavaScript

Go to Wordpress Settings > Select WP Rocket > On WP Rocket page, select File Optimization tab > untick Minify JavaScript files

Add our widget domain to the Javascript Excluded Files

https://cdn.Yeshello/webchat/widget/(.*).js

Once saved, it is recommended to clear the cache in WordPress.