A Developers Blog: October 2015

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Friday, October 23, 2015

LiveEngage - Remove Cancel & Submit Buttons From Offline Survey

Update: This method is now outdated. Now, in LiveEngage, when you create a new survey with no questions, it will automatically remove the Submit button from the survey.
The purpose of this tutorial is to show you how to remove the Cancel & Submit buttons from your offline survey in LiveEngage.

The default offline survey in LiveEngage is nice, but sometimes you want added functionality that is not there, or sometimes you want to display your own custom offline message, but you do not want the customers to leave an offline message using the LiveEngage chat.

We can prevent the user from leaving a message by removing the Submit button from the offline survey. To do this, we will need to add some code to the header on the survey. The header allows for you to add your own custom CSS, which is how we will hide those buttons. You can make changes to your main offline survey, but it is recommended that you test the changes first before you push changes to your live site.

Note: In LiveEngage, if you have an offline survey with no questions on it, then the header will not generate on your survey. To have an offline survey with just your custom message and no buttons, you will need to add a question to your survey, and we can use CSS to hide that question.

Let's get started (if you already know how to edit your offline survey, go to step 4):

1. In LiveEngage, go to your campaigns tab and choose the window that you would like to edit the offline survey for.

2. Now, on the views drop down, choose offline survey.

3. Next, click on the '+' icon to add elements to your survey. In the pop up window that opens, click the check box next to 'Heading'.


4. Then on survey, click the text "Click to edit survey heading" to add CSS code to your survey. Add the following code to your survey:

5. Now, save your changes, and head over to your test site to see the changes. On your offline survey you should see your message appear and there should be not buttons on your survey.



Summary: This tutorial showed you how to remove the Cancel & Submit buttons from the Offline Surevey.

I hope you enjoyed this tutorial. If you have any questions or comments, please feel free to post them below.

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Monday, October 19, 2015

LiveEngage - Custom Offline Message With Link To Your Leave A Message Form

Update 6/10/16: This work around is no longer needed for LiveEngage. Instead, if you just include your message in the header of the survey, and delete all questions of the offline survey. The header will show correctly with a close button for the offline survey.

The purpose of this tutorial is to show you how to add your own custom offline message on the offline survey in LiveEngage, and have a link to your own leave a message form.

The default offline survey in LiveEngage is nice, but sometimes you want added functionality that is not there, or sometimes you want to have a customer leave a message for you using another method that you already have, but you don't want to disable your chat buttons since there is no way to turn off the offline survey.

We can do this by using the header that is available on the offline survey in LiveEngage. The header allows for you to add your own custom HTML, which is how we will add the link to your own form. You can make changes to your main offline survey, but it is recommended that you test the changes first before you push changes to your live site.

Let's get started:

1. In LiveEngage, go to your campaigns tab and choose the window that you would like to edit the offline survey for.

2. Now, on the views drop down, choose offline survey.

3. Next, click on the '+' icon to add elements to your survey. In the pop up window that opens, click the check box next to 'Heading'.


4. Then on survey, click the text "Click to edit survey heading" to add text to your header. You can add custom HTML and CSS inside the header in order to style it how you want. For example:

5. Now, save your changes, and head over to your test site to see the changes. On your offline survey you should see your message appear.


Note: At this time, the header will only appear on the offline survey if you have a question on your survey. To show the header with no questions, you will need to use CSS to hide the quesitons.

Summary: This tutorial showed you how to create your own offline message on your offline survey in LiveEngage, and it showed you how you can include links on the offline survey. In our next tutorial, I will show you how we can remove the cancel and submit buttons from the offline survey.

I hope you enjoyed this tutorial. If you have any questions or comments, please feel free to post them below.

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Sunday, October 18, 2015

Blog Redesign

Hi Everyone,

After much thought, I decided to update the look and feel of my blog to make it look a little more modern. I liked the old design, but it seemed a little basic. With the redesign, I decided to add two new ways to navigate the site.

The first is an archive list on the navigation bar. You can easily get between the older posts using this drop down menu. The second is a label cloud page. You can use this page to easily get to any previous post.

I hope you like the new feel of the site. If you have any comments, please post them below.

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