Invitation Pop-Up

To engage potential clients and offer an incentive to take action on your site.

Chat icon

How to Add or Adjust the Invitation Pop-Up:

1. Go to the "bots" page within the Intaker dashboard.

2. From the sidebar, select "homepage" and then "appearance." Or use the drop-down on the top right-hand side of the homepage bot as an alternate route to "appearance."

3. Select "advanced" then "invitation pop-up" from the top header of the appearance page.

4. Turn the slider on and set the time so a message will appear after a certain number of seconds.

5. Use the pencil icon to edit the message and change the options if needed.

6. Remember to save and publish changes.

Pro Tip:

  • We recommend setting the timer to 18 seconds.
  • An everyday use case is to encourage the lead to chat. For example, "Were you or a loved one injured in a car accident?"
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