Pre-chat Survey

The Pre-chat Survey allows you to ask visitors for their name, email, phone number and more before starting a chat. This is a great tool to gather information about your visitors before they start chatting. You can modify the settings so that the pre-chat form is completely optional, required, or only require certain fields such as email.

Enable the Pre-Chat survey in settings

• Visit the Chat Widget settings page
• Scroll down to the Surveys section
• Under Before the chat starts select "collect these fields"
• Choose Optional, Required, or Do Not Collect for the Name, Email and Phone fields

Enable the Pre-Chat Survey on a single page

If you'd like to only use the Pre-Chat Survey on only specific pages of your website, you can do so by using the Olark API.

To add the Pre-Chat Survey to a page, you will need to modify the Olark snippet on that page with the following:

/* custom configuration goes here (www.olark.com/documentation) */
olark.configure("features.prechat_survey", true);
olark.configure('system.ask_for_name', 'required');
olark.configure('system.ask_for_email', 'optional');
olark.configure('system.ask_for_phone', 'hidden');

This will enable a pre-chat survey that requires a name, shows an email field which can be left blank by the visitor, and hides the phone number field.

To disable the pre-chat survey on a page, you can set it to false:

olark.configure("features.prechat_survey", false);