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Checkbox Plugin

The Checkbox Plugin is an entry point for people to your chatbot. You can append this checkbox to any button on your page(s), e.g. subscribe and/or checkout buttons. Once a person ticks the checkbox – and the button is clicked – it allows them to subscribe to your bot. In this article you discover what’s possible with the Checkbox Plugin.

Checkbox Plugin Overview

With the Checkbox Plugin feature you can setup multiple embeds for your website(s) and pages. It enables you to capture new subscribers once they perform a click on the button you’ve linked to the Checkbox Plugin. From there you can have your chatbot directly send a Flow when people become a subscriber. You embed these checkboxes usually under your button.

Checkbox Plugin Library

You’re adventure starts with the Checkbox Plugin Library. All your Checkbox Plugin embeds are stored in the table at Capture > Checkbox Plugin.

The table will be empty if it’s your first time setting up a Checkbox Plugin. In the next section you’ll get an overview of how the Checkbox Plugin Library works.

Library Explained

In this section of the article you find what you can expect on the Checkbox Plugin page. Respectively, Name, Actions, Drop-down, Search, Pagination, Bulk Actions and more.

Name

  • This is the Name you give to your Checkbox Plugin. It’s recommended to use a Name that helps you to find your Widget back easily.

Actions

  • These are the Actions you can perform on a Checkbox Plugin, currently: Edit, Rename and Delete.

  • You can change the number of Checkbox Plugin(s) you want to appear per page by clicking the drop down in the right-upper corner. You can choose to show either 10, 25, 50 or 100 records per page.

  • In the right-upper corner you can also use the search field. Search terms are applied to all data in the table.

Next/Previous Page

  • In the bottom right corner you can view the next page or previous page by clicking “next” or “previous”. This allows you to navigate through all your records.

How to perform Bulk Actions?

You can perform Bulk Actions by clicking the checkboxes – of the records you want to perform Bulk Actions on – in the first column. From there you perform Bulk Actions like “Delete”, by clicking the Bulk Actions button in the right-upper corner.

Create New

Creating a new Checkbox Plugin embed is easy:

  • Simply click on “Create New”.
  • Please see the image below for your reference:

  • You’ll be asked to give your Checkbox Plugin embed a name
    • Enter a name for your widget and click “OK”.
    • Please see the image below for your reference:

  • After clicking “OK” you’ll be redirected to the Checkbox Plugin builder.

Setting Up Your Checkbox Plugin

In this section you discover what you can do with the Checkbox Plugin

Settings

In this section you discover what you can do on the Settings tab.

Language

The language the Checkbox Plugin button will be displayed in. This loads the Facebook SDK for your preferred language the Checkbox Plugin should show.

  • In order to change the language, simply select a language from the drop-down
    • On changing the language, the preview on the right automatically updates.

Submit button NAME attribute (Required)

Paste the NAME attribute of your submit button in this field.

  • Simply right click the Button you want to tie your Checkbox Plugin to.
    • In the code you’ll find the “Name Attribute” you should paste in the box

In the case there’s no “Name Attribute” present you need to add a”Name Attribute” yourself. Most page builders allow you to add a “Name Attribute” — if this option is not present, you can simply add “Name Attribute” to your form code using HTML by adding name=”yournamehere” to the code.

Tags

The ability to add Tags.

  • Whenever a person clicks on the button you tied to the Checkbox Plugin (and becomes a subscriber), any Tags applied in this section will be applied to the subscriber.

Additionally to static tags you set inside the builder, you can set a dynamic tag inside your landing page URL as a GET parameter called “clever_tag”.

Example:

  1. You set up a new Checkbox Plugin button inside Clever Messenger.
  2. You install it on your landing page
    1. e.g https://yourdomain.com
  3. You add the clever_tag GET parameter to your URL
    1. e.g. https://yourdomain.com/?clever_tag=dynamicTag
  4.  All subscribers that opt-in through your landing page will have the dynamic tag set under clever_tag, it’s  automatically added to your subscriber.
Important Tip about Dynamic Clever Tag

You can only add one dynamic tag per URL.

URL parameters to Custom Fields

The ability to add Custom Fields.

  • Whenever a person clicks on the button you tied to the Checkbox Plugin (and becomes a subscriber), any Custom Fields applied in this section will be applied to the subscriber.

Any field specified in the Custom Fields input inside the builder will be fetched from your URL, and a Custom Field will be automatically created with the value specified in your GET url parameter.

Example: 

  1. You set up a new Checkbox Plugin inside Clever Messenger.
  2. In the Custom Field input box you specify the values “email, points”.
  3. You install the widget on your landing page
    1. e.g https://yourdomain.com.
  4. You add the fields you specified as Custom Field(s) as GET parameter to your URL:
    1. e.g. https://yourdomain.com/[email protected]&points=100
  5. All subscribers that opt-in through your landing page will have the Custom Fields “email” set to “[email protected]” and “points” set to 100 inside Clever Messenger inside their respective User Profiles.
Important Tip about Custom Fields

You can have one (or more fields) as Custom Fields. If more than one, they should be separated by commas. E.g. “email, points, carrots, beans”

Form Inputs to Custom Fields

The ability to add Form Inputs as Custom Fields.

  • Whenever a person clicks on the button you tied to the Checkbox Plugin (and becomes a subscriber), any Form Inputs specified in this section will be added as Custom Fields and will be applied to the subscriber.

Example: 

  1. You set up a new Checkbox Plugin inside Clever Messenger.
    1. You tie it to the submit button belonging to a email capture form
  2. In the Custom Field input box you specify the values “name, email”.
  3. Now whenever a user adds their name and email to the form, and hits the submit button when the Checkbox Plugin is checked, the values (e.g. John and [email protected]) will be added to the Custom Fields Name and Email.

Looks

In this section you discover what you can do on the Looks tab.

Checkbox Size

Under Checkbox Size you’ve the option to choose how big the “Checkbox Plugin” should be. The actual Checkbox doesn’t change in size, it’s the name being displayed beneath the Checkbox that changes in size

There are a couple of options to choose from:

  • Small
  • Medium
  • Standard
  • Large
  • Extra Large

Submitted

In this section you discover what you can do on the Submitted tab.

Flows after submission

This is Flow or Message you want to send out after a person has clicked the button (and became a subscriber while doing so).

  • When you’ve selected a Flow or Message, click “Open Preview” to preview the Flow or Message you’ve selected.

Submission behavior

This option allows you to prevent the form to be submitted when the checkbox unchecked. Basically ‘enforcing’ the user to check the checkbox first in order to submit the form.

  • To enable this feature simply tick the box

Unchecked checkbox error text

  • You can choose to go with the default value “Please check for messenger updates in order to continue.”
  • Or simply specify any message you’d like.

Install

In this section you discover what you can do on the Install tab.

You’re about done with your Checkbox Plugin, now it’s simply time to install it on your website(s) and pages.

Code Snippet

After you’re satisfied with your creation, or at any time you want to Save progress, you simply click “Save” in the upper-right corner. After you’ve clicked on “Save”, you’ll see a 2 new fields in the Install tab which holds the snippet of code to call the Checkbox Plugin and the snippet of code that will display your widget.

  • Simply copy the snippet of code (the script) and place it anywhere on the page you want to show it on, preferably right before the closing body tag – e.g. </body>
  • Simply copy the snippet of code (the div) that displays your Checkbox Plugin, and paste it under/above/near the Submit button you’ve tied it to.
Did you know?

You can have multiple Checkbox Plugins on your website(s) and pages. Also, this works really well with other Clever Messenger widgets. E.g. If you want to have a Send to Messenger overlay AND Customer Chat along side your overlays and embeds, you can!

Domain Whitelisting

In order to use these type of widgets and/or embeds on your website(s) and pages, you need to Whitelist Your Domain. This makes sure these type of overlays and/or embeds are only functioning on the Domains you choose. You may even see it as a security precaution, making sure you’re in total control of where you want to display these widgets and/or embeds.

The Domain Whitelisting feature can be found under Configure > Domain Whitelisting. Read the article on Domain Whitelisting here.

How to Access Checkbox Plugin

You access Checkbox Plugin on Page Level. You click on the Capture Icon (magnet) and a drop-down appears. Click on Checkbox Plugin to navigate to the Checkbox Plugin Library.


This concludes the article “Checkbox Plugin”, a brief summary of what you can find on theCheckbox Plugin Page. As newCheckbox Plugin features come available, we’ll update this article accordingly.

Updated on June 21, 2018

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