To track visitors who engage with you via Olark chat, add the Olark connector.
Required Editions
| User Permissions Needed | |
|---|---|
| To add a connector: | Account Engagement Administrator role |
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Open the Connectors page.
- In Account Engagement, select Admin and then select Connectors.
- In the Lightning app, select Account Engagement Settings and then Connectors.
- Click + Create New Connector.
- Click Olark.
- Enter your Olark ID.
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(Optional) To create a prospect when visitors enter their email in a pre-chat survey,
select Make Prospects from the Pre-Chat Survey.
When this setting is enabled, configure the pre-chat survey in Olark.
- Save the connector.
Add an Olark chat window to a tracked web page to start capturing visitor data.