How To Create and Add a Chat Widget to Funnels and Websites

Created by PX Marketing, Modified on Tue, 19 Aug at 5:11 PM by PX Marketing

Overview

Chat widgets allow you to communicate with leads and clients directly on your PXME funnels and websites. You can create a widget in just a few steps—customize its design, add personalized greetings, and choose from different chat types to create a seamless experience for your visitors.


Step 1: How to Create a Chat Widget

  1. Navigate to Sites > Chat Widget

  2. Click New to create a new chat widget

  3. Choose your widget type:

    • All-in-One Chat

    • SMS/Email Widget

    • Live Chat

    • WhatsApp Chat

Customization Options

  • Look & Feel: Adjust style, theme, avatar images, placement, and size

  • Chat Launcher: Add a clickable launcher with or without a prompt

  • Chat Icon & Theme: Customize chat icon and colors to match your brand

  • Initial Messages: Configure greetings for first-time vs. returning visitors

  • Chat Window Content: Add static messages for compliance or branding

  • Acknowledgment & Greeting Messages: Personalize automated responses

  • Widget Language: Select the widget’s display language

  • “Powered By” Text: Replace the default text with your own branding

? If you’ve already created a chat widget, it will appear under the Widget section in light blue.


Step 2: Saving the Chat Widget

  1. Once customized, click Save

  2. Select Get Code and copy the code from the pop-up

⚠️ Important: If you change the widget language, you must update the code across your funnels or websites for the new settings to take effect.


Step 3: Adding the Chat Widget to a Funnel or Website

  1. Navigate to Sites > Funnels or Sites > Websites

  2. Select the funnel or website where you want the widget to appear

  3. Open Settings

  4. Scroll down to the Chat Widget dropdown

  5. Select your widget and click Save

  6. Preview your funnel or website and refresh to confirm the widget is visible


FAQs

Q1: What customization options are available for chat widgets?
You can personalize themes, icons, avatar images, placement, dimensions, greetings, acknowledgment messages, and widget language.

Q2: Can I change the “Powered By” text?
Yes. Replace the default text with your own branded message in chat widget settings.

Q3: What is a Chat Launcher?
The Chat Launcher is the clickable element that opens the chat window. You can fully customize its appearance and prompt.

Q4: How do I update the code after language changes?
Regenerate the widget code in settings and replace it on your funnels/websites.

Q5: Can I set different messages for new vs. returning visitors?
Yes. You can configure greetings separately for first-time and returning visitors.

Q6: Why should I customize the chat widget?
Customization ensures the widget reflects your brand, improving trust, consistency, and user experience.

Q7: Can I use multiple chat widgets?
Yes. Assign different widgets to different funnels or websites for tailored communication.

Q8: How do I preview the chat widget?
After saving, refresh the funnel or website page to see the widget live as your visitors would.

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