CRM Plugin

The engagement button is the easiest way for your website visitors to connect with you over chats. All the website visitor has to do is to click on the chat button and use the connected messenger to chat with your business. Unlike live chats, the message history is not lost and it’s recorded in amoCRM.

To get started with the Engagement button, go to the Leads section of your amoCRM account, and click on “Setup pipeline”.

Click on “Add source” on the left side of the screen.

Select the Engagement button and click “Add source”

A modal window with the Engagement button settings will pop-up.

Do note: Before you can use the Engagement button, integrate at least one Messenger with amoCRM. You can do it right in the modal window by dragging and dropping the desired messenger icon to the messenger slots and clicking on it. Follow the provided instructions to integrate it.

How can I customize Engagement button?

You can customize the Engagement button to your liking with ease.

You can choose:

Engagement button size: Live preview will help you get an idea of how it’s going to look like. Tailor it to your liking.

Do note: chosen chat icons will change their size too, depending on the size of the button itself.

Color: Also previewable in live time. Make it pretty!

Margin: This setting will help you position the button on your website just the way you like it.

Do note: Some people use low-resolution screens, so be careful with setting the margin settings too high. You may end up putting the Engagement button in the middle of the screen for someone.

Fixation of the button: if your website is scrollable, leaving this setting On will make sure the button remains in place during scrolling.

You can select the chat icons orientation – vertical or horizontal. The icons are shown when the chat button is clicked.

You can also set the animation of the button while it’s idle. Selecting different options is previewed live in the settings window. Pick your groove!

In new version of amoCRM, there is a new way to customize your engagement button with a welcome message

This message will be shown to the user to grab their attention while on your website. You can set it up to have this message show only if the user scrolled the site for some time, visited a certain number of pages or visited an exact page. In addition to these options, you can use the lead contact name or responsible user’s name, if there is an assigned lead that views your engagement button.

How to install Engagement button?

To begin, select the messenger you’d like to use. Don’t forget to connect them first, otherwise they won’t be shown on your website.

In the Website section, add your website’s URL.

Click “Save” and if everything was done correctly in bottom section of Engagement button setting code will appear

Just copy it and paste in body section of your website.

Ta-daaa, the Engagement button is installed. Nice and pretty, just like the one on our own website:

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