Using live chat for marketing is a secret weapon most marketers haven't figured out yet. It's loved by consumers and can seriously increase your sales and revenues by adding a personal touch and real-time assistance to your marketing efforts.

Why Live Chat for Marketing?

Live chat creates a unique marketing opportunity by combining the personal touch of one-on-one conversation with the scale of digital automation. It consistently delights customers, boosts sales, and drives revenue growth.

Marketing Advantages:

  • Higher engagement rates than traditional forms
  • Real-time lead qualification
  • Personalized customer experiences
  • Increased conversion rates
  • Valuable customer insights

Pop-Up Message Campaigns

Capture user attention with strategic pop-up messages on your site. Use text and profile images to create engaging notifications that guide visitors through your sales funnel.

Pop-Up Features:

  • Multiple pop-ups for different scenarios
  • Automated triggers based on user behavior
  • Support for multiple languages
  • Customizable timing and frequency
  • A/B testing capabilities

Welcome Message Automation

Greet your visitors with personalized messages on their first visit or when they open the chat. Set messages to display on page load or when chat is initiated, with options for multiple automated sequences.

Welcome Message Benefits:

  • Make great first impressions
  • Guide visitors to key pages
  • Offer immediate assistance
  • Qualify leads automatically
  • Set expectations for response times

Follow-Up Message System

If no agent responds within a set time, automatically send a follow-up message requesting the user's email. This feature is also useful when all agents are offline, ensuring you never lose a potential lead.

Follow-Up Capabilities:

  • Customizable delay triggers
  • Email and phone number collection
  • Custom field support
  • Multilingual follow-up messages
  • Integration with CRM systems

Newsletter Subscription Integration

Increase your newsletter subscribers via live chat prompts. Request user emails and set up confirmation emails, with integration to major newsletter services.

Supported Platforms:

  • Mailchimp
  • SendGrid
  • HubSpot
  • Elastic Email
  • Campaign Monitor
  • Sendinblue
  • GetResponse
  • ConvertKit
  • ActiveCampaign
  • MailerLite
  • Mailjet
  • Moosend

Drive users down your funnel by automatically subscribing them to your preferred newsletter service when they provide an email via live chat.

Automations and Triggers

Set up powerful automations to send messages, display pop-ups, customize the chat design, and more based on specific conditions you define.

Automation Options:

  • Messages, pop-ups, emails, and SMS
  • Design customization triggers
  • Over 13 conditional triggers
  • Time-based automations
  • Behavior-based triggers
  • User segment targeting

Multi-User Direct Messaging

Send direct messages, emails, and SMS to your users in real-time. Personalize each message with custom merge fields and automatically send notifications to engage your customer base.

Mass Messaging Features:

  • Email, SMS, and chat message support
  • Send to multiple users simultaneously
  • Custom merge fields for personalization
  • Scheduled sending
  • Segment-based targeting

Marketing Chatbot Integration

Enhance the efficiency of all these tools by integrating them with a marketing chatbot. The bot can automate responses to user inquiries related to marketing campaigns, answering product questions, providing recommendations, and qualifying leads—all while improving customer experience and saving time.

Chatbot Marketing Uses:

  • Product recommendations
  • Lead qualification
  • FAQ automation
  • Promotional campaigns
  • Customer surveys
  • Appointment booking

Social Sharing Features

Encourage customers to share their current pages on social networks and messaging apps. Increase your website traffic and social presence with built-in sharing functionality.

Supported Platforms:

  • Facebook
  • Twitter
  • WhatsApp
  • LinkedIn
  • Pinterest
  • More coming soon

Proactive Chat Outreach

Enable agents to reach out to online visitors before they start a chat. Access a real-time list of online users from the admin area and invite them to engage in live chat interactions.

Proactive Benefits:

  • Increase engagement rates
  • Qualify leads in real-time
  • Provide timely assistance
  • Boost conversion rates
  • Reduce cart abandonment

Rich Messages and Surveys

Agents can engage users with a variety of rich messages and combine them to create surveys. These interactive elements can be inserted directly in messages for a more engaging experience.

Rich Message Types:

  • Interactive buttons
  • Carousels
  • Forms and surveys
  • Product cards
  • Quick replies
  • Custom rich messages
  • Over 10 message types available

Booking System Integration

Schedule meetings with site visitors easily using the Calendly integration. Your leads and customers can book appointments directly from the chat widget or tickets area, streamlining your sales process.

Ready to transform your marketing with live chat? Get started with Chat Board and start capturing more leads today.

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