Difference between revisions of "NATS4 IntelliChat"

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{{NATS4 Manual
 
{{NATS4 Manual
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== What is IntelliChat? ==
 
== What is IntelliChat? ==
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You must set the offer links for your various campaigns in IntelliChat Admin.  Please login to their admin and then go to Campaign Management -> My Campaigns -> Modify Campaign -> Offer.  For each of your Offer links you need to use your nats domain or one of your link domains including the starting http://, but not the trailing slash (/).
 
You must set the offer links for your various campaigns in IntelliChat Admin.  Please login to their admin and then go to Campaign Management -> My Campaigns -> Modify Campaign -> Offer.  For each of your Offer links you need to use your nats domain or one of your link domains including the starting http://, but not the trailing slash (/).
  
=== NATS Admin ===
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== Configuring IntelliChat in NATS ==
  
IntelliChat must be setup in BOTH the Promotionals Admin and the Programs Admin.
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IntelliChat must be setup in BOTH the [[NATS4 Promotionals Admin|Promotionals Admin]] and the [[NATS4 Programs Admin|Programs Admin]] before it can be used by your [[Ct#Affiliate|affiliates]] and [[Ct#Surfer|surfers]].
  
==== Promotionals Admin ====
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=== Promotionals Admin ===
  
The first step is to login to your NATS install. Once logged in, navigate to the bottom of the Affiliate Homepage and locate the 'Administration and Management' toolbox. Once this is located select the 'PROMO' Action Icon and you will be brought to the 'Promotional' admin.<br /><br />
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To begin configuring IntelliChat in [[NATS]], go to the [[NATS4 Promotionals Admin|Promotionals Admin]]. Here, you will find IntelliChat listed under the "Promotionals" table, with two corresponding action icons.
[[Image:Select promo.png|thumb|962px|center|NATS4 Affiliate Homepage]]<br /><br />
 
Locate the IntelliChat row in the Promotional table.  You will see two Action Icons.  The first is the two dollar bills with a plus (+) sign.  Select this icon if you DO NOT already have an IntelliChat account.  Once you do have an IntelliChat account select the second Action Icon.<br /><br />
 
[[Image:Locate promotional.png|thumb|962px|center|NATS4 Promotional Admin]]<br /><br />
 
Once the second Action Icon is selected the page will reload and you will be prompted for your 'IntelliChat Username'.  Enter in your IntelliChat Username and press the Save button.<br /><br />
 
[[Image:Enter intellichat username.png|thumb|962px|center|NATS4 Promotional Admin]]<br /><br />
 
Once saved the page will reload again.  To Initialize your IntelliChat promotion select the third Action Icon, which is a grey wheel.  This will automatically create a program in the Programs Admin and add your IntelliChat promotion to the program.<br /><br />
 
[[Image:Initialize intellichat.png|thumb|962px|center|NATS4 Promotional Admin]]<br /><br />
 
After you Initialized IntelliChat select the fourth Action Icon. Here you will setup the IntelliChat Display Rules.  '''You DO NOT need to have very specific rules, however, you MUST have at least one rule enabling the promotion.'''<br />
 
NATS4 provides a wizard to help you generate the JavaScript code to put on your tour or join template.  Select the fifth Action Icon to view the wizard.<br /><br />
 
[[Image:Explain extra actions.png|thumb|962px|center|NATS4 Promotional Admin]]<br /><br />
 
Select the criteria for how you want the IntelliChat code to work.  The IntelliChat Promotion has the ability to change the Program, Tour, or Site.  Then press the Generate Code button.<br /><br />
 
[[Image:Generate code.png|thumb|962px|center|NATS4 Promotional Admin]]<br /><br />
 
Copy the JavaScript code that generates on the next page to your desired tour or join template.<br /><br />
 
[[Image:Copy code.png|thumb|962px|center|NATS4 Promotional Admin]]<br /><br />
 
  
==== Programs Admin ====
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[[File:Promotionals admin.PNG|450px|The NATS4 Promotionals Admin]]
  
Once you completed the steps in the Promotional Admin switch the the Programs Admin.<br /><br />
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Click the "Signup for IntelliChat Account" (two dollar bills with a plus sign) action icon if you do NOT already have an IntelliChat account. Fill out the necessary details; once your account has been validated, you will be able to continue setting up IntelliChat in [[NATS]].
[[Image:Goto programs admin.png|thumb|962px|center|NATS4 Programs Admin]]<br /><br />
 
In the Programs table locate your IntelliChat program.  Select the first Action Icon, a pencil, to edit the program.<br /><br />
 
[[Image:Edit_program.png|thumb|962px|center|NATS4 Programs Admin]]<br /><br />
 
Scroll down and locate the Tours In This Program table.  Add the tour or site that your IntelliChat Promotional is launching.<br />'''For simplicity you can add all of the tours to this program.'''<br /><br />
 
[[Image:Add_tour.png|thumb|962px|center|NATS4 Programs Admin]]<br /><br />
 
The page will reload. Scroll further down the page and locate the Coupon Code table.  Enter in the IntelliChat provided Coupon Code and press the Set Coupon Code button.<br /><br />
 
[[Image:Coupon_code.png|thumb|962px|center|NATS4 Programs Admin]]<br /><br />
 
  
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If you already have an IntelliChat account, click the "Add IntelliChat" action icon. On the next page, it will prompt you for your IntelliChat Username. Enter your username and click Save.
  
==== Notes ====
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To Initialize your IntelliChat promotion, click the "Initialize IntelliChat" action icon, marked with a gray wheel. This action icon automatically creates a program in the [[NATS4 Programs Admin|Programs Admin]] and adds your IntelliChat promotion in the new program.
  
As of version 4.0.73.1 you can add intellichat to your local billing join pages.  To do this, you will need to email clientsupport@localbillinglimited.com, ask them to add intellichat to your join pages and provide them with the url generated by the intellichat link builder.
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Before you can use IntelliChat on one of your [[Ct#Site|sites]], you must first configure at least one "ENABLE" [[NATS4 Rules|rule]]. To do so, click the "Set IntelliChat Rules" action icon, marked by two purple arrows. For more information on setting rules, please see the "Promotions" section of our [[NATS4 Rules#Promotions|NATS4 Rules]] wiki article.
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[[File:Promotional rules.PNG|450px|Setting Up Promotionals Rules in NATS4]]
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==== Generating Code ====
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Once you have added a display [[NATS4 Rules|rule]] for your IntelliChat promotion, you must then generate the necessary JavaScript code in order to use IntelliChat in your [[Ct#Tour|tour]] or join [[Ct#Template|template]]. [[NATS4]] provides you with a wizard that helps you generate the necessary code. To use this wizard, simply click the "Get IntelliChat Links" action icon.
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[[File:Promotionals wizard.PNG|450px|The NATS4 Promotionals Wizard]]
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On the next page, you will need to set various conditions for your IntelliChat promotion. The available options include:
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* '''Placing on Join Page''' - Choose if you want IntelliChat to be on your join page.
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* '''Linking to Join Page''' - Choose if you want IntelliChat to link back to your join page.
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* '''Program Change''' -  Select a [[Ct#Program|program]] to switch to if a member uses IntelliChat.
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* '''Tour Change''' - Select a [[Ct#Tour|tour]] to switch to if a member uses IntelliChat.
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* '''Default Site''' - Select a default site for IntelliChat to appear on.
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* '''IntelliChat Campaign ID''' - The Campaign ID provided by IntelliChat. This must be obtained directly from IntelliChat.
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* '''IntelliChat Split ID''' - The Split ID provided by IntelliChat. This must be obtained directly from IntelliChat.
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* '''Additional Query''' - Input any additional queries you wish to add to your code.
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After you have defined all available fields, click "Generate Code" and a text box containing the necessary JavaScript code will pop up. After you have generated your IntelliChat code, place the given code in your desired [[NATS4 Templates|Templates]].
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=== Programs Admin ===
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Once you have completed all the steps covered in the [[NATS4 Promotionals Admin|Promotionals Admin]], go to the [[NATS4 Programs Admin|Programs Admin]] to continue configuring IntelliChat.
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In the Programs table, you will find the "IntelliChat" program that was created when you first initialized IntelliChat. Click the "Edit" action icon to configure your IntelliChat [[Ct#Program|program]].
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[[File:Intellichat program.PNG|450px|Setting Up Your IntelliChat Program in NATS4]]
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On the Edit Program page, scroll down to the section labeled "Tours In This Program" and add the [[Ct#Tour|tour]] or [[Ct#Site|site]] that your IntelliChat Promotional will be featured on. For simplicity, you can all all of your tours to this program if you wish.
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[[File:Intellichat tours.PNG|450px|Setting Up Your IntelliChat Tours in NATS4]]
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After you have added the [[Ct#Tour|tours]] and [[Ct#Site|sites]] you wanted, scroll down to the "Coupon Code" section, enter the Coupon Code that was provided by IntelliChat, and click the "Set Coupon Code" button.
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=== Setting Up a Separate Program for IntelliChat ===
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[[NATS4]] allows you to set up separate [[Ct#Program|programs]] for IntelliChat, allowing you to offer discounts for [[Ct#Surfer|surfers]] signing up through IntelliChat. You can do so by creating a new program through the [[NATS4 Programs Admin|Programs Admin]]. This program should be named differently from your original IntelliChat program, to avoid confusion.
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In the [[NATS4 Programs Admin|Programs Admin]], create a New Disabled Program. Fill out the necessary information however you wish, choose "Standard Program" from the Program Type drop-down menu, and set the program as hidden by checking the "Program is Hidden" checkbox.
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Once you have created your new program, add the site(s) you have configured with IntelliChat to that program and set your new program's payout. Once your new program is configured, enable your program by clicking the "Enable Program" green arrow action icon.
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==== Setting Up a Discounted Join Option for IntelliChat ====
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You will then need to add a new [[NATS4 Join Option|Join Option]] for your program through the [[NATS4 Sites Admin|Sites Admin]]. For information on setting up a join option, please see our [[NATS4 Join Option]] wiki article. When you are setting up your new join option, make sure that you don't check the "Active for all Tours" setting. After you have set up the join option, you must add a SHOW rule in order for the option to be used. To do so, click the "Set Display Rules" action icon and create a SHOW [[NATS4 Rules|Rule]] for your new program.
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After completing theses steps, you will now have a hidden [[Ct#Program|program]] for your discount, and a discounted option that will only show for that particular program.
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After completing these steps, go back to the [[NATS4 Promotionals Admin|Promotionals Admin]] and set up your IntelliChat Promotional. When generating the JavaScript code for your IntelliChat promotion ("Get IntelliChat Links"), make sure that you set "Linking to Join Page?' to Yes, and set the "Program Change" setting to your newly created program.
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If you wish to remove the other Join Options from the form that contains your discounted option, simply add a HIDE rule for your secondary IntelliChat program.
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== Notes ==
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As of version 4.0.73.1 you can add intellichat to your local billing join pages.  To do this, you will need to email clientsupport@localbillinglimited.com, ask them to add intellichat to your join pages and provide them with the url generated by the intellichat link builder in nats promotionals admin.
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 +
[[Category:NATS4 Includes]]

Latest revision as of 15:55, 2 June 2011

NATS 4
Members Admin
The Members Admin
View Member Details
Add Member
MySQL Auth
Mod Authn DB
Multisite Access
Member Logging
Member Password Retrieval
OpenID Connect
Mod Auth OpenIDC
ID Numbers
Includes Admin
The Includes Admin
The Promotionals Admin
IntelliChat

What is IntelliChat?

IntelliChat is an intelligent pop-up system that uses an automated chat system to interact with your surfers and convince them to stay. There are a number of different layouts, designs, and approaches these pop-up can take, so you can pick and choose the chat pop-up that suits your site and clientele best. For more details, please visit http://www.intellichatadult.com

For an interactive walkthrough of IntelliChat, please visit this link.

Setting up IntelliChat

IntelliChat Admin

You must set the offer links for your various campaigns in IntelliChat Admin. Please login to their admin and then go to Campaign Management -> My Campaigns -> Modify Campaign -> Offer. For each of your Offer links you need to use your nats domain or one of your link domains including the starting http://, but not the trailing slash (/).

Configuring IntelliChat in NATS

IntelliChat must be setup in BOTH the Promotionals Admin and the Programs Admin before it can be used by your affiliates and surfers.

Promotionals Admin

To begin configuring IntelliChat in NATS, go to the Promotionals Admin. Here, you will find IntelliChat listed under the "Promotionals" table, with two corresponding action icons.

The NATS4 Promotionals Admin

Click the "Signup for IntelliChat Account" (two dollar bills with a plus sign) action icon if you do NOT already have an IntelliChat account. Fill out the necessary details; once your account has been validated, you will be able to continue setting up IntelliChat in NATS.

If you already have an IntelliChat account, click the "Add IntelliChat" action icon. On the next page, it will prompt you for your IntelliChat Username. Enter your username and click Save.

To Initialize your IntelliChat promotion, click the "Initialize IntelliChat" action icon, marked with a gray wheel. This action icon automatically creates a program in the Programs Admin and adds your IntelliChat promotion in the new program.

Before you can use IntelliChat on one of your sites, you must first configure at least one "ENABLE" rule. To do so, click the "Set IntelliChat Rules" action icon, marked by two purple arrows. For more information on setting rules, please see the "Promotions" section of our NATS4 Rules wiki article.

Setting Up Promotionals Rules in NATS4

Generating Code

Once you have added a display rule for your IntelliChat promotion, you must then generate the necessary JavaScript code in order to use IntelliChat in your tour or join template. NATS4 provides you with a wizard that helps you generate the necessary code. To use this wizard, simply click the "Get IntelliChat Links" action icon.

The NATS4 Promotionals Wizard

On the next page, you will need to set various conditions for your IntelliChat promotion. The available options include:

  • Placing on Join Page - Choose if you want IntelliChat to be on your join page.
  • Linking to Join Page - Choose if you want IntelliChat to link back to your join page.
  • Program Change - Select a program to switch to if a member uses IntelliChat.
  • Tour Change - Select a tour to switch to if a member uses IntelliChat.
  • Default Site - Select a default site for IntelliChat to appear on.
  • IntelliChat Campaign ID - The Campaign ID provided by IntelliChat. This must be obtained directly from IntelliChat.
  • IntelliChat Split ID - The Split ID provided by IntelliChat. This must be obtained directly from IntelliChat.
  • Additional Query - Input any additional queries you wish to add to your code.

After you have defined all available fields, click "Generate Code" and a text box containing the necessary JavaScript code will pop up. After you have generated your IntelliChat code, place the given code in your desired Templates.

Programs Admin

Once you have completed all the steps covered in the Promotionals Admin, go to the Programs Admin to continue configuring IntelliChat.

In the Programs table, you will find the "IntelliChat" program that was created when you first initialized IntelliChat. Click the "Edit" action icon to configure your IntelliChat program.

Setting Up Your IntelliChat Program in NATS4

On the Edit Program page, scroll down to the section labeled "Tours In This Program" and add the tour or site that your IntelliChat Promotional will be featured on. For simplicity, you can all all of your tours to this program if you wish.

Setting Up Your IntelliChat Tours in NATS4

After you have added the tours and sites you wanted, scroll down to the "Coupon Code" section, enter the Coupon Code that was provided by IntelliChat, and click the "Set Coupon Code" button.

Setting Up a Separate Program for IntelliChat

NATS4 allows you to set up separate programs for IntelliChat, allowing you to offer discounts for surfers signing up through IntelliChat. You can do so by creating a new program through the Programs Admin. This program should be named differently from your original IntelliChat program, to avoid confusion.

In the Programs Admin, create a New Disabled Program. Fill out the necessary information however you wish, choose "Standard Program" from the Program Type drop-down menu, and set the program as hidden by checking the "Program is Hidden" checkbox.

Once you have created your new program, add the site(s) you have configured with IntelliChat to that program and set your new program's payout. Once your new program is configured, enable your program by clicking the "Enable Program" green arrow action icon.

Setting Up a Discounted Join Option for IntelliChat

You will then need to add a new Join Option for your program through the Sites Admin. For information on setting up a join option, please see our NATS4 Join Option wiki article. When you are setting up your new join option, make sure that you don't check the "Active for all Tours" setting. After you have set up the join option, you must add a SHOW rule in order for the option to be used. To do so, click the "Set Display Rules" action icon and create a SHOW Rule for your new program.

After completing theses steps, you will now have a hidden program for your discount, and a discounted option that will only show for that particular program.

After completing these steps, go back to the Promotionals Admin and set up your IntelliChat Promotional. When generating the JavaScript code for your IntelliChat promotion ("Get IntelliChat Links"), make sure that you set "Linking to Join Page?' to Yes, and set the "Program Change" setting to your newly created program.

If you wish to remove the other Join Options from the form that contains your discounted option, simply add a HIDE rule for your secondary IntelliChat program.

Notes

As of version 4.0.73.1 you can add intellichat to your local billing join pages. To do this, you will need to email clientsupport@localbillinglimited.com, ask them to add intellichat to your join pages and provide them with the url generated by the intellichat link builder in nats promotionals admin.