25355595
25355595
Table of Context
1. Introduction................................................................................................................... ..........................................................
3
2. Create and configure Web Campaign 4
........................................................................................................
3.1 Presentation 14
3.2 Default Interface....................................................................................................................... 14
3.3 Callback Interface................................................................................................... 15
3.4 Interface Form.................................................................................................................. 16
3.5 Predictive Interface................................................................................................................... 17
3.6 Mail Interface................................................................................................................. 18
..............................................................................................
Manuel champagne Web – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 3 | 26
1. Introduction
Web campaigns allow call centers equipped with the solution Hermes.Net, to offer their customer a
full range of tools to meet the needs of:
Instant Messaging
Click to Call, instant or delayed.
Messages via email campaigns.
Display personalized greetings.
Automatic chat proposal criteria
The implementation of these features on the target site requires no special development, and only one
line of JavaScript code must be inserted in the pages to activate it.
The proposed default interfaces can be customized and are visible via the administration application.
Manuel campagne Web – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 4 | 26
Enter an ID field
This is used internally by the system and should not use any junk characters or spaces.
Ex A: If you want to collect and intervene on all pages of vocalcom.com site, put in the address:
http://www.vocalcom.com. In this case when the system receives an address from this site, it will
keep only the suffix according the address.
- If the URL received by the system is: http://www.vocalcom.com/index.html, the saved page name
become / Index.html (you can change this name, see below in the documentation).
- If the URL received by the system is: http://www.vocalcom.com/Products/avaya.html the saved
page name becomes / Products / avaya.html.
Ex B: If you want to collect and intervene on all pages of vocalcom.com site after the products page, put
in the address: http://www.vocalcom.com/Products/ . In this case when the system receives an
address from this site, it will keep only the suffix according the address.
Web campaign Manual – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 5 | 26
Once the JavaScript code is included in the pages of the site, the information is sent to the
system. Therefore, the visited pages are added to the pages "tracked" by hermes.net. These
pages are visible in the Web Sites tab. See below 'Web Sites' tab.
The service hours allow defining times where the chat may be proposed to users. Outside the days and
opening hours, only recalls and forms will be available.
The distribution rules allow routing the user to the agent with the highest skill level. (See Chap. 5:
Rules for distribution).
Selecting the Address Book allows to specify on which CRM you want to work during a web contact.
It is important to note that all contacts are saved in chat history contact Hermes.Net. Using the
same address book for all media operated by an agent, it is possible to identify a visitor or even
to know the past actions of the contact.
Select a screen script agent if you want this latter to put in information during the chat dialogue. If the
Script contains an agenda for taking appointments, select the planning to use.
Web Campaign Manual – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 6 | 26
In the screen below you will be able to define on which website(s) you want to use the Live Chat
feature.
Note: it is possible within a single campaign, to manage multiple sites. For example for the campaign
“Vocalcom”, it will be possible to add the site http://www.vocalcom.com , the site
http://www.vocalcom.fr and site http://www.vocalcom.es . If the pages of these three sites are
different, it is preferable to add the 3 URL of each site, if not, it is better to declare only one website:
http://www.vocalcom . Indeed, if the pages are identical it is unnecessary for the system to store three
times the same pages (unless you do not want to configure distribution rules or predictive criteria,
specific to each site . Also note that pages that appear in this display are the pages where the JavaScript
code (provided in the Publish screen) was inserted.
1 – Displaying the name of the site that is being viewed. This name can be modified
and saved.
Note: once a site is created, it is possible to change its url. However, this would cause problems
on the pages already stored with the old url. It is therefore necessary to remove a site and
recreate it to change its url.
5 – Display number of pages already stored by the system. Only pages equipped by
JavaScript and already accessed appear in this list
Web Campaign Manual – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 7 | 26
7 – Full URL registered in the system. The red “X” sign allows removing the page from the
list
Note: If you choose to remove the page from the list you must remember to remove the
JavaScript from the concerned web page. If the JavaScript is not deleted the page will
automatically re-register in the admin.
8 – Description of the registered page. Click on the text to bring up the input zone.
9 – Group page. The group concept is important because it helps to simplify the distribution
rules and the predictive criteria. Indeed it will be possible to route the current users on a group
page to specialized agents.
Detection Mode
EXACT = Both URL must be completely identical. URL A = URL B
CONTAINING = URL A contains URL B.
WILDCARD = URL B can contain wildcards (%). If the URL B matches the URL A to the detection
is performed.
12 – You can access the management pages of other websites declared in the campaign
2.4 Skills
The skills function works the same as an inbound campaign or email campaign and allows an
administrator to define a group of agents able to dialogue on the chat campaign. For this, we specify
the minimum skills required for the agent. (See the skills section of the administrator manual)
Web Campaign Manual – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 8 | 26
Manuel campagne Web – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 9 | 26
Manuel campagne Web – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 10 | 26
Important note: When using this feature, make sure the destination page contains JavaScript LiveChat
as well. Otherwise, the user would disappear from the current chat session.
Text: Text displayed in the chat window of the agent and the client.
Manuel campagne Web – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 11 | 26
2.5.3 Attachments
It is possible to make groups of attachments created in Administration available to agents: Chat Menu >
attachments. This list allows you to select a group of documents that you want to associate on this
campaign. This list of documents appears in the agent interface. By a simple click the agent can provide
the document for the user.
At the opening (and / or closure) of a dialogue between an agent and a surfer, you can specify a
welcome message and a close message. For that there are two methods of editing. The first requires no
HTML knowledge and the second being more advanced and allows customizing the display of text.
Edition Simple
Manual Web Campaign – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 12 | 26
Advanced Edition
You can use different languages for the welcome/closing messages. For this, use the dropdown list
"Adding a message in” choose your language and click on the icon yellow +. Two tags are added.
Ex:[lang:en]your message[/lang:en].
Insert your message between the two tags. Depending on the language of the browser the message will
be displayed.
2.6 Predictive.
Reminder: The predictive mode Live Chat allows to predict when it would be interesting to
propose a dialogue to the user.
Below you’ll find the explanation of the predictive criteria and personalized messages are
explained below
Example: If an agent is in ready mode, and a predictive factor of 2, then the system will offer two
surfers to converse/chat.
Manual Web Campaign – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 13 | 26
The criteria of chat proposal are created automatically according the variables declared concerning the
user and the site where it’s located.
Furthermore it is possible to allow time for displaying predictive window. It is also possible to create
different criteria with or without this keyword.
The automatic predictive message editor takes the same form as the welcoming and closing messages.
The difference is that on a predictive message it is possible to put in the keywords sought (s) by the
user.
For example, you can use this message:
As a criterion:
Type : Designation of the page
Empty Keywords : unchecked
Value : Home
When a surfer comes from a search engine and searched a keyword, a window will display and offer
him to chat.
Manual Web Campaign – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 14 | 26
3. Live Chat
3.1 Presentation.
Live Chat is the system that allows agents to manage exchanges with web surfer’s in
Hermes.Net. The implementation of Live Chat is done by including the line of JavaScript
(provided in the administration), in the pages you like to monitor.
The screenshots below are conducted with the model “Blue”.
If the surfer does not meet any criteria of predictive, the control panel appears as follows
By clicking on the box "click here" the control options are displayed.
Web Campaign Manual – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 15 | 26
Note: if the system Hermes.Net is not present, a problem occurs or that JavaScript has
been placed on an undefined website within the admin, the control panel will not
appear.
The surfer can add a name (optional) and a phone number (required).
Also he can choose the times he wishes to be called back again: As soon as possible or the day after.
When he clicks on "Call me back” if agents are "Ready" on the chat queue, the surfer will be recalled by
one of them.
Web Manual Campaign – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 16 | 26
The surfer can fill in his name (optional), his phone number (optional) and an email address for the
reply. Then he types his message.
By clicking on "Post request", the request will be sent to the email campaign queue.
The request is treated as a standard email by agents.
Web Campaign Manual – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 17 | 26
When the predictive message settings defined in the administrator are met, the message is displayed to
the surfer.
Note that if the surfer doesn’t do any action for 60 seconds, the window closes.
The surfer may want: to discuss with an agent, button "Yes, we can speak”, or prefer to be recalled
immediately, button" Yes, call me back ".
In addition, he has three other options available. Call back later. Ask a question in writing. Or choose
not to be disturbed in this case the predictive never pops up on his post.
Manual Web Campaign – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 18 | 26
The chat interface is presented when the surfer accepts to chat. The welcome message is defined in the
admin posted for the surfer.
The agent message is displayed on the green header and blue ones is the surfer post.
Web campaign Manual – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 19 | 26
Manuel campagne Web – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 20 | 26
4. Publication of JavaScript
4.1 Principle
The “publish on web server” screen of JavaScript allows you to create the virtual directory where the
JavaScript resides, and provides you the line to include in the pages.
It allows you to select the model of Live Chat window that you wish to place on the website. Some
models are available and it is possible to customize standard models by clicking on the tab
"Personalization”
When the control panel of Live Chat is present or when displaying the predictive window, the surfer can
ask a question via a simple form. The question is sent via email on an email campaign defined in
Hermes.Net. This allows an agent to process chat requests at the same time he can response to
incoming email.
Web Campaign Manual – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 21 | 26
4.3.1 Personalization
The two interfaces: Control Panel and Popup Live Chat can be customized via 4 images.
The images are editable:
Web Campaign Manual – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 22 | 26
It is possible to align the panel to the left or to the right of the element, or to specify a position on
the left pixel. And align the panel up or down or to specify a high position in pixel.
Web Campaign Manual – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 23 | 26
5. Distribution Rules.
5.1 Characteristic of a surfer on a Web Campaign
These characteristics may depend on the page where it resides, whether they are a new or recurrent
surfer, he comes from a particular site, or alternatively, he searched for a particular keyword.
5.2 Resume
For a Web campaign, the distribution criteria of chat are based on:
- Name of the page or page group.
- A site or referral site.
- The status of the surfer: New/ Recurrent.
- The entered keywords to reach the site.
- The language of the surfer’s browser.
5.3 Synoptic
5.4
Web Campaign Manual – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 24 | 26
6. Video conference.
LiveChat V4.1 allows you to video conference the surfer via a webcam, and provides the
surfer an image of your webcam.
6.1 Prerequisites
According the number of simultaneous surfers that you want to see, you will need to purchase Adobe
Flash Media Server.
With that same product it will be possible to extend the possibilities of Hermes Net to:
- View agent’s webcams within the supervisor interface.
- Record agent stations simultaneously to the recording audio.
Note: Be aware that the webcams and workspace recordings do require additional
bandwidth and hard drive space for storage. Please see the screen recording manual
for additional information.
Click on the buttons to enable or disable image, sound and microphone functionality.
Web Campaign Manual – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 25 | 26
LiveChat V4.1 lets you view the surfer’s screen. For this, it has a “Screen Sharing” button.
The screen sharing Live Chat is based on an Active X, so it’s only compatible with the
internet Explorer under Windows.
When the agent sends a request for screen sharing to the surfer, the surfer receives the
following request:
Web Campaign Manual – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
Hermes.Net Web Campaign Page 26 | 26
This screen shows the surfer the configurations were done on his computer. Then the surfer
click on “Enable”, the following screen appears:
From this screen, the agent can view the surfer’s screen. As soon as they are complete, the client can
select stop sharing and the agent can finish their chat.
Web Campaign Manual – Live Chat V 4.1 Auteur : EP Vocalcom 2010 11/28/2011
Vocalcom - 7 rue de Tilsitt – 75017 Paris - Tél. : +33 1 55 37 30 50 – Fax : +33 1 55 37 30 51 – www.vocalcom.com
SA au capital de 5 000 000 € – RCS Paris B 401 973 631 – TVA Intracommunautaire : FR 27401973631
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