How do I pass logged in customer details to Popin

How do I pass logged in customer details to Popin

 1. Use Case:
    
    * Customer is already logged in.
    
    * Setting up Popin on a mobile app or system where customers are logged in or need to log in to access services.

 2. Goal:
    
    * Direct customers to the calling feature without asking for details again.

 3. Current Process:
    
    * Clicking on the key widget or button leads to a lead capture screen.

 4. Steps to Pass Customer Details:
    
    * Go to dashboard.
    
    * Navigate to integrations.
    
    * Click on ""View Documentation"" for detailed instructions.
    
    * Add a script above the closing body tag.
    
    * Include a new object called ""captured"" in the script.
    
    * The ""captured"" object includes fields for name, mobile, and email.
    
    * Choose to pass either mobile or email, not necessarily both.
    
    * Customize based on how your systems are set up.
    
    * By adding these details, customers will not be prompted for their name and number for the video consultation service.

    • Related Articles

    • Purpose of Popin: 1-1 Video Shopping Software

      1. Introduction to Popin: * Popin is a 1-1 video shopping software as a service. * It is used for consultative selling, product demos, and personalized customer interactions. 2. Customer Journey: * Problem: Customers may feel overwhelmed by product ...

    • How do I receive call on Popin Seller agent app ?

      1. Initiating the Call * Customers initiate the inbound call. * Call will appear like any other call on your phone. 2. Accepting the Call * Customer's name will be displayed. * Option to see which product they are calling about (Only on Android). * ...

    • How do I track live call data in Popin Dashboard?

      1. Accessing Call Data on Dashboard * Navigate to the calls tab on the dashboard. * Find essential data such as calls, missed calls, abandoned calls, and call success rate. 2. Viewing Live Calls * Live calls are displayed, including a watch icon for ...

    • How do I route calls to different group of agents in Popin

      1. Introduction * Routing calls to specific groups of agents for efficient customer service. 2. Scenarios for Use * Website language preference routing. * Product page linking to specific stores for routing. 3. Creating Call Routings * Access ...

    • How do I get started with the Popin Seller agent app?

      GUIDE TO USING THE POPIN APP AS AN AGENT 1. Download and Install the App * Search for ""popin seller"" in your app store (Android or iOS). * Download and install the app. 2. Login Process * Open the app and enter the number provided in the dashboard. ...