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Custom Fields
In this menu, you can add some additional fields to the registration form that your visitors fill out when they start a livechat conversation.
To access
Custom Fields
settings:
Go to Omnichannel panel settings, as shown below:
Custom Fields menu appears, as shown below:
The registration form has
Name
,
Email
, and
I need Help With…
/Department fields by default.
To add your custom field:
Hit +New.
The
New Custom Field
page appears, as shown below:
Field:
Enter the desired
field
that you want to add to your livechat registration form. E.g.,
last-name
. It is mandatory.
Label:
Enter its label. E.g.,
Last Name
. It is mandatory.
Scope:
Select scope as
Visitor
.
Visible:
Make it visible.
Enterprise Edition Settings
​
The rest of the settings (mentioned below) are
Enterprise
only.
Validation: Enter Validation.
Required: Set as a required field if you want.
Type: Choose the input type (Input/Select) of the field
Default value: Set the default value, if any.
Options: Comma-separated list used to select a pre-configured value. Spaces between elements are not accepted.
Public: Set it Public. Public custom fields will be displayed in external applications, such as Livechat, etc.
Hit Save.
It is saved in the list of custom fields, as shown below:
It appears in the livechat widget, as shown below:
If the contact sends a message, it gets reflected in the
Contact Information
as well.
To delete a custom field:
Hit remove.
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Livechat Triggers Manager's Guide
Last modified
2mo ago
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Contents
To add your custom field:
Enterprise Edition Settings
To delete a custom field: