Using Olark with Highrise
You're talking with your customers, now build a relationship with them.
Anyone with Olark on their site can tell you about all the candid user feedback they get. But you want more than that: maybe you want to follow up on a previous chat, or you want to review past conversations you've had with a visitor before e-mailing them.
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Enter you Highrise credentials on our Integration page. You can also specify if you want all conversations to be sent automatically.
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It's not required, but we recommend you enable our pre-chat survey so you can collect people's name and e-mail address. This makes contacting them in the future much easier.
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Then you just have a conversation with your visitors like normal; they see the regular Olark experience.
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But you have a new tools at your disposal: !lead. We'll automatically create a contact in Highrise and attach the conversation as a note. A second or two later we'll send you a link, so you can add any additional informaiton while it's fresh in your mind. Feel free to keep talking with your visitor, when the conversation is compleated we'll update the note.
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Here's what your visitor will look like in Highrise!
