Live Chat

Use Banckle.Chat JavaScript API to Handle Chat Events on Client Side

by Ikram Haq

Banckle.Chat JavaScript API

Banckle.Chat JavaScript API exposes a huge number of functionalities that can be implemented to capture and manipulate the information on client side. We recently introduced a list of JavaScript API functions e.g.  Set default visitor information, Send chat invitation automatically, that can be implemented on the client side.

How to Use JavaScript API

It is very simple to code the functionality supported by Banckle.Chat JavaScript API. Go to Banckle.Chat JavaScript API online documentation and choose any of the functions of your need. The introductory paragraph will help you understand the abilities of the function. The code section will guide you about the syntax, parameter to be passed, events raised by execution and information returned in result of execution.

For example:

If you want to minimize the chat window using Banckle.Chat JavaScript API, follow the steps given below:

  • 1.    Go to Minimize Chat Window API documentation page.
  • 2.    Copy the JavaScript code into your web page.
  • 3.    Obtain the Monitoring Code and Chat Link code from Banckle.Chat account.
  • 4.    Replace the following comment lines with Monitoring Code & Chat Link Code.
    1.        i.    <!-- Your Monitoring Code-->
    2.        ii.   <!-- Your Chat Link Code-->
  • 5.    Bind the “minChatWindow()” event.
  • 6.    When “minChatWindow()” event triggers, it executes the API functionality and minimizes the chat window.

Please see Banckle.Chat JavaScript API online documentation for details and examples of all the available API features. Please feel free to reach us if you need assistance via our support forums. We are looking forward for your valuable feedback.

Logging Issues in Joomla using Banckle.Helpdesk

by Imran Anwar

Banckle Helpdesk

Banckle.Helpdesk  is simple customer support help desk software. It works as a web based ticketing management system and becomes your collaborative team Inbox, which allows all team members to be on the same page with consolidated email communication. Easily integrate multiple email accounts under a single online help desk account.

What is Banckle.Helpdesk for Joomla:

This module integrates Banckle.Helpdesk  account with you joomla website.  Admins of Joomla site can place the ticket capture form on any page with the help of joomla’s own interface. Visitors can then submit their queries through the same ticket capture form and issues are logged straight into the Banckle.Helpdesk account.

How to install Banckle.Helpdesk for Joomla module?

  1. Install Banckle.Helpdesk for Joomla module. For download please visit module page.
  2. Create form in your Banckle.Helpdesk account. Please see this How To create the form.
  3. Copy widget code and insert it into Banckle.Helpdesk for Joomla module.

Start a Free Trial Today

Start a free trial today – all you need is to sign up with Banckle. Once you have signed up, you are ready to try powerful features offered by Banckle.Helpdesk.

Work with Banckle.Helpdesk Rest API’s in Laravel applications using Laravel Package

by Masood Anwer

Introduction to Laravel

Laravel is a web application framework with expressive, elegant syntax. We believe development must be an enjoyable, creative experience to be truly fulfilling. Laravel attempts to take the pain out of development by easing common tasks used in the majority of web projects, such as authentication, routing, sessions, and caching. Learn More

Banckle.Helpdesk

Banckle.Helpdesk is simple customer support help desk software. It works as a web based ticketing management system and becomes your collaborative team Inbox, which allows all team members to be on the same page with consolidated email communication. Easily integrate multiple email accounts under a single online help desk account.

Banckle.Helpdesk Laravel Package

We are excited to announce that Banckle.Helpdesk SDK for PHP can be used inside Laravel application using Laravel Package. Banckle.Helpdesk Laravel Package can be downloaded using “Composer” from any of the following places:

Sign Up for a FREE Banckle account if you are yet to subscribe. Please talk to us if you need assistance for Banckle.Helpdesk. Feel free to provide your valued feedback on Banckle Community Forum.

How to capture contacts and generate leads in Joomla using Banckle.CRM

by Imran Anwar

Banckle.CRM

Banckle.CRM is an online customer relationship management application which effectively integrates sales, marketing and customer support functions of your business. With this platform independent web based CRM software, stay in touch with colleagues and customers, manage tasks and contacts, track deals and team performance, get insight into sales pipeline all in one place, in or away from the office on any device.

What you can do with Banckle.CRM for Joomla

Banckle.CRM for joomla integrates your Banckle.CRM account with Joomla website. You can place a contact capture form on any page of your joomla site and the lead goes straight into Banckle.CRM account. Every new contact added in Joomla is captured and organized within your Banckle CRM account so you can more easily manage and share important information. And your customer profiles and account data always stays timely and accurate.

How to install Banckle.CRM for Joomla module?

Banckle.CRM for Joomla module can be installed in following simple steps:

  1. Install the Banckle.CRM for Joomla module. For download please visit module page.
  2. Create form in your Banckle.CRM account. Please see this How To create the form.
  3. Copy widget code and insert it into Banckle.CRM for Joomla module.

Start a Free Trial Today

Start a free trial today – all you need is to sign up with Banckle. Once you have signed up, you are ready to try powerful features offered by Banckle.CRM.

Banckle.Forums Scheduled Downtime – November 15, 2014

by Shahzad Ashraf

Dear Banckle Customers,

Banckle.Forum servers are undergoing scheduled maintenance on Saturday, 15th November from 02:00 to 03:00 CDT (GMT-5).

During this time, no website visitors will be able to access our technical support forums. Please check back for updates. We apologize for any inconvenience caused.

Regards,

The Banckle Team

Schedule Meetings in Banckle.CRM, Operator to Operator Chat History, Customized App Names and Notifications For Scheduled Campaigns released this month

by Shahzad Ashraf

During this last month, we have added many new features to our applications and also improved existing features. The following release notes for each application provide an easy to digest overview of changes during October 2014

Banckle.Chat

New Features

- Operator to Operator Chat History  Support History of all chat sessions between signed in operators available now.
- Notification For When There Are no Operators Online  Send email notifications to specific users when there are no agents online.

Improvements

- Set Offline Messages to ON By Default  Enable offline messages by default so that users are not required to apply any settings to use this feature.
- Update Missed Email Templates  Important updates to missed visitor list email templates.
- Update "Forward Transcript" Icon  Updated icon used for forwarding transcripts to Banckle.CRM.
- Improvements To Leave Offline Message Feature When Operators Are Online  Feature enhancements to improve user experience of visitors while leaving offline message when available operators can't answer their request.
- Add an Email Template for Missed Chat Reply  Email template added for replying to missed visitor requests, which users can modify too.
- Allow Operator to See Visitor Details in Missed Chat List  Operators can view visitor details by clicking on any visitor showing in missed visitor requests list.
- Improving Missed Visitor List Functionality  General improvements to missed visitors list feature for a rich user experience.

Bug Fixes

- Distorted display upon dragging date column to far right under Transcripts tab.
- Print, email buttons cut off in chat widget.
- Email address not being passed to Banckle.CRM with chat transcript.
- Function buttons on visitor side widget are blocked.
- Missed chat's replied-by popup shows undefined instead of the operator name.
- Default widget image is incorrect.
- Opening some hyperlinks from transcripts are prefixed with Banckle domain.
- First time user's widget shows no function under design mode tab.
- Operator file upload generates no URL on either side.
- Visitor side email address field shows no text instruction in IE.
- Invite fails to send invitation to a missed chat visitor.
- UI is broken on operator side when uploading a file.
- Operator live chat input box truncates when upload file is in progress.
- Issues on option "Change to offline mode when no operator answers".
- Bubble text no longer shows on visitor page.
- Widget on visitor side shows offline when operator is online.

Banckle.CRM

New Features

- Add Progress Indicator at Launch Screen  Adding progress indicator at launch screen of Banckle.CRM showing app loading is in progress.
- Allow Search 'Other Contacts'  Added search field in Other Contacts page to search by matching first and last names and email addresses.
- Allow Setting "From Name"  Added the ability to set from name shown in From field of emails on recipient end.
- When Clicking on An Email Row, Only Display Email Content  Display email body only, instead of other email options upon clicking any email row.
- Selecting "Reply" To an Email Reveals Editor Feature  Show email editor upon clicking on Reply email option with email body shown under new content.
- "New Email" Feature  Added new email feature with all email composing and sending options available.
- Add Icon and Indent Replies  Added icon and indentation highlighting to the user that this email is in response to a parent email.
- Implement Schedule a Meeting using Banckle.Meeting Feature  Added the feature to schedule web meetings from within Banckle.CRM and other related functionality.
- Add Timestamp to a Note  Time-stamp of when a note was added by a user.
- List Notes in Order of Date, With The Most Recent on Top  Sorting of notes by date they were added on.
- Add 'Test Email Setting'  Feature to Email Setup Ability to test email settings for an email address associated with an account.
- Show Industry and Title in The Notes  View Industry and title to be shown in overview page of Notes or Email view.

Improvements

- 500 Error When Importing Companies and People  Enhancements to the procedure of importing information about companies and people at the same time.
- The Social Field Only Takes URLs  Updated social fields to accept Twitter ID and hash tags.
- Update Contact Activities List if Meeting is Passed  Contact activities list to reflect a scheduled meeting has passed it's set date and time.
- Improve Save Attachments Workflow From Contacts Page Email View  Enhancements added to feature workflow for improving user experience.
- Stop Fetching Emails From Inactive Mailboxes  Mailbox could be considered as inactive if user does not visit CRM within a month and email fetching is suspended too.
- Add Type of Note  Improve note adding functionality allowing the users to select the type of note being added.
- Add Support of Custom Fields for Tasks  Adding custom fields such as phone number while adding new Tasks.
- Improve Search Other Contacts UI  Add search icon before the search field and make it more prominent.
- Increase The Height of The Edit Signature Field  in Settings Improve visibility of signature field and allow increasing it's height.

Bug Fixes

- Display error messages from mail checker.
- UI bug when add Contact Custom field.
- Email chain should be displayed in a readable format not raw HTML.
- Replied to email format is not readable.
- Changing currency setting doesn't seem to take effect.
- Opening Banckle.CRM from apps.banckle.com dashboard directs user back to the apps dashboard.
- Can't forward chat transcripts to Banckle.CRM - error "Invalid user email".
- Email formatting has regressed to raw HTML.
- Banckle.CRM is not loading.
- Typo in company website field.
- When changing Account Name it is not really updated.
- Today tasks shows a count but does not list tasks.
- Still facing issues with Banckle mailboxes.
- CRM does not start with Russian locale.

Banckle.Helpdesk

New Features

- Add Bulk Action "Change Status"  Change status of multiple tickets using this bulk action change status option.

Improvements

- Change "Open" Icon  Updated icon added for Open mailbox option.
- Add Asterisk to "Recipients" on Add New Ticket Page  Mark recipients field to make it required while making a new ticket.
- Add New Mailbox - Only Fetch Emails From Last n Days  Fetch emails from dates prior to setting up a mailbox for paid subscribers.

Bug Fixes

- Create Reply elements remain on screen when "reply and close" is selected.

Banckle.Campaign

New Features

- Email Notification When a Scheduled Campaign is Sent  Receiving email notifications when a campaign you scheduled is sent.
- Add Download Button to Lists  Download various lists now in Banckle.Campaign with the addition of lists download feature.
- Export Unsubscribe and Bounce Lists  Ability to export unsubscribe and bounce lists.

Improvements

- Add Definition to The Report Statuses Under Reports Tab  Added definition to report details which appear by clicking "View Report" button.
- Unify The Appearance of Lists  Show similar number of addresses per page for each list and add custom viewing options to unify lists appearance.
- Support Files With Comma Separated Emails  Importing from files with comma separated email addresses supported.
- Campaign Unsubscribe Report by Campaign  Enhancements added to obtain unsubscribe report for campaigns.

Bug Fixes

- Check for required template footer when choosing existing template.
- Can't add list in Internet Explorer.
- Importing subscribers who are already on a list unsubscribes them from that list.
- Can't send Campaign.
- Not all features available in all browsers.
- Correct the %CompanyName% tag in the default footer.
- Can't open saved template.
- Odd links in the report.
- Can't go from the list of campaigns to a list of unsubscribes.
- Total unsubscribes and actual unsubscribes vary wildly.
- Multiple duplicate records in un-sub list.

Banckle.Email

Improvements

- Mail Server Integration With Banckle.Accounts  Improvements to the integration process of mail server with Banckle.Accounts.

Banckle.Accounts

Improvements

- Ability To Change App Names For White Labelled Customers  Customize app names in Banckle.Accounts as per your requirements. A useful feature giving you a completely personalized feel of Banckle platform.

Sign Up for a FREE Banckle account if you are yet to subscribe. Please talk to us if you need assistance on your questions about Banckle applications. Feel free to provide your valued feedback on Banckle Community Forums. Thanks for reading!

Work with Banckle.Helpdesk Rest API’s in Symfony applications using Symfony Bundle

by Masood Anwer

Introduction to Symfony

Symfony is a set of PHP Components, a Web Application framework, a Philosophy, and a Community — all working together in harmony. The leading PHP framework to create websites and web applications. Built on top of the Symfony Components. Learn More

Symfony Bundle

A bundle is a directory that has a well-defined structure and can host anything from classes to controllers and web resources. Even if bundles are very flexible, you should follow some best practices if you want to distribute them.

Banckle.Helpdesk

Banckle.Helpdesk is simple customer support help desk software. It works as a web based ticketing management system and becomes your collaborative team Inbox, which allows all team members to be on the same page with consolidated email communication. Easily integrate multiple email accounts under a single online help desk account.

Banckle.Helpdesk Symfony Bundle

We are happy to announce that Banckle.Helpdesk SDK for PHP can be used inside Symfony applications using Symfony Bundle. Banckle.Helpdesk Symfony Bundle can be downloaded using “Composer” from any of the following places:

Sign Up for a FREE Banckle account if you are yet to subscribe. Please talk to us if you need assistance for Banckle.Helpdesk. Feel free to provide your valued feedback on Banckle Community Forum.

Use Laravel Package to work with Banckle.CRM Rest API’s

by Masood Anwer

Introduction to Laravel

Laravel is a web application framework with expressive, elegant syntax. We believe development must be an enjoyable, creative experience to be truly fulfilling. Laravel attempts to take the pain out of development by easing common tasks used in the majority of web projects, such as authentication, routing, sessions, and caching. Learn More

Banckle.CRM

Banckle.CRM is an online customer relationship management application which effectively integrates sales, marketing and customer support functions of your business. With this platform independent web based CRM software, stay in touch with colleagues and customers, manage tasks and contacts, track deals and team performance, get insight into sales pipeline all in one place, in or away from the office on any device.

Banckle.CRM Laravel Package

We are excited to announce that Banckle.CRM SDK for PHP can be used inside Laravel application using Laravel Package. Banckle.CRM Laravel Package can be downloaded using “Composer” from any of the following places:

Sign Up for a FREE Banckle account if you are yet to subscribe. Please talk to us if you need assistance for Banckle.CRM. Feel free to provide your valued feedback on Banckle Community Forum.

Monitor Missed Live Chat Visits and Requests on Business Websites

by Shahzad Ashraf

Website customer assistance applications these days are not limited to providing live help only. Customers constantly come up with very diverse requirements based on the needs of their business websites, which should be fulfilled before they consider using your online chat tool. This has helped live chat applications to evolve in such a way that they cover a wide array of useful chat features. Live visitor monitoring, offline messaging, proactive invitations and live conversations history are some of the basic features customers are always looking for.

Missed Chat Requests - Feature Explained

Banckle.Chat is the premier live customer help application which ticks all boxes on customer requirement lists. We continuously add new features to our existing feature set in order to improve productivity and user experience for our valued users. We recently introduced a missed visitor requests list feature, which ensures you never miss any customer requests even when they are not picked up by signed-in operators.

It is a simple yet extremely useful feature considering you are able to view all customers who visited your website, sent in a live chat request which logged in agents missed and the visitor did not leave an offline message. You can access and view the customer information including their name, email address, I.P and demographic details and contact back to assist them with their queries. Easily manage this list by replying, ignoring or deleting any entry based on how you want to process it. With the addition of this feature, Banckle.Chat yet again proves it is the leading live online help application.


How To Use This Feature

- Sign into Banckle.Chat
- Click on Monitoring tab from the left navigation panel.
- Scroll down to view the Missed Visitor List panel. This list shows all customers with missed live requests during last seven days.

Banckle.Chat MissedVisitorsList1 300x98 Monitor Missed Live Chat Visits and Requests on Business Websites

Access Missed Visitors List in Dashboard

- Click on any row to open up Visitor Details panel.

Banckle.Chat MissedVisitorsList2 300x113 Monitor Missed Live Chat Visits and Requests on Business Websites

View Visitor Details in Dashboard

- Or click on the status message in Status column to access the options to action this missed request. You can reply, ignore or delete any entry in this panel.

Banckle.Chat MissedVisitorsList3 300x33 Monitor Missed Live Chat Visits and Requests on Business Websites

Access Missed Visitor List Options

Sign Up for a FREE Banckle account if you are yet to subscribe. Please talk to us if you have any questions about Banckle.Chat or assist yourself with the online chat documentation for detailed information. Please feel free to provide your valued feedback on Banckle Community Forums. Thanks for reading\!

Use Symfony Bundle to work with Banckle.CRM Rest API’s

by Masood Anwer

Introduction to Symfony

Symfony is a set of PHP Components, a Web Application framework, a Philosophy, and a Community — all working together in harmony. The leading PHP framework to create websites and web applications. Built on top of the Symfony Components. Learn More

Symfony Bundle

A bundle is a directory that has a well-defined structure and can host anything from classes to controllers and web resources. Even if bundles are very flexible, you should follow some best practices if you want to distribute them.

Banckle.CRM

Banckle.CRM is an online customer relationship management application which effectively integrates sales, marketing and customer support functions of your business. With this platform independent web based CRM software, stay in touch with colleagues and customers, manage tasks and contacts, track deals and team performance, get insight into sales pipeline all in one place, in or away from the office on any device.

Banckle.CRM Symfony Bundle

We are happy to announce that Banckle.CRM SDK for PHP can be used inside Symfony applications using Symfony Bundle. Banckle.CRM Symfony Bundle can be downloaded using “Composer” from any of the following places:

Sign Up for a FREE Banckle account if you are yet to subscribe. Please talk to us if you need assistance for Banckle.CRM. Feel free to provide your valued feedback on Banckle Community Forum.

 

© Banckle 2010 - 2014. A division of
Support