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How to Set Up a SMS/Email Chat Widget in CoachWorks Marketing

This guide provides a step-by-step process for setting up an SMS/Email chat widget in CoachWorks Marketing. Follow these instructions to integrate a chat widget into your website, enhancing communication with your customers.

1. Navigate to the 'Funnels' section to proceed.

1 Click here.

2. Next, explore by clicking on the 'Chat Widget' option.

2 Following that, click on "Chat Widget New".

3. Then, initiate a new setup by selecting 'New'.

3 Click on "New".

4. Following this, choose 'Select' to create your SMS/Email Chat Widget.

4 Next up, click on "Select".

5. If using WordPress, click 'Get it for WordPress'.

5 Click on "Get it for wordpress".

6. Continue by acquiring the 'Get Code' option for integration.

6 Then, click on "Get Code".

7. Proceed by copying the provided chat widget code.

7 Now, click on "Copy this code in the body or the footer section of your web...".

8. Now, select the preferred installation method.

8 Click on "Via Code".

9. Lastly, ensure all changes are saved by clicking 'Save'.

9 Click on "Back".

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