ProProfs Live Chat provides the Pre Chat Form feature that enables you to collect user information that can be later used to create potential leads, cases, and contacts. These Pre Chat Forms can be easily created, edited, and customized.
Step 1: On your ProProfs Live Chat dashboard, click Settings.
Step 2: Under the Chat Window option, click Pre Chat. Then ensure that the Enable button is toggled Yes. This will provide you with various fields that are a part of your Pre Chat form such as Header, Screen Message, Submit Button, and more.
Step 3: Pre Chat fields such as Header, Screen Message, and Submit Button have customizable text. You can also choose to activate other fields like the Name, Email, and Phone.
Each of the Pre Chat fields is explained below the screenshot:
You can also add a new field by clicking the + Add Field button. Each field can be marked as Required. In that case, you can add a Validation Message for it. The Add Field template looks like this:
By clicking the Type dropdown, you can choose which field you want to include in the Pre Chat form - Text, Textarea, Radio, Checkbox, Dropdown List, and Privacy Policy.
The preview of the Pre Chat form is visible on the right side of the screen. Click Save when you're done creating your Pre Chat form.