New: chat buttons, personal links and quote requests are live
Conversion Studio
Personal links, greetings and chat buttons that start conversations.
- Greet prospects by name with personal linksConversion Studio: make personal links for your outbound emails. When someone clicks one, Darwin's chat on your website greets them by name with your reply buttons, the agent knows who they are and why you reached out, and each link shows its visits, chats and meetings.
- Make and share personal linksConversion Studio → Links: add a personal link, name it, pick the page it opens, give it a greeting, save it, then choose your email tool (HubSpot, Instantly, Apollo, Outreach, Salesloft, lemlist or CSV) and copy the link into your email.
- Write greetings for your personal linksConversion Studio → Greetings: write what the chat says to someone who opens your personal link, with their first name, company or job title and words to use when one is missing, up to four reply buttons, and a note on what the agent should know.
- Add chat buttons to your websiteConversion Studio → Buttons: make buttons for your pages, like Book a demo or Talk to sales, that open Darwin's chat and start the conversation. Copy the code and paste it on your site.
- See results and follow up on personal linksConversion Studio results: each personal link's visits, chats and meetings for the last 30 days, the conversations it started in Conversations, the From personal link badge and This person panel, and the team email when someone opens their link.
- Personal link settings and privacyConversion Studio → Link settings: turn personal link greetings and team emails on or off, and what Darwin stores, removes from the address and keeps in the darwin_vid cookie when someone opens a personal link.