HELP FILE

How to add a chat button to an Outlook email footer

To add a button to your email signature that users click to initiate a chat session, you simply generate the appropriate chat button code and associate it with your Outlook signature.

  1. From the main menu of the operator client, go to Setup > HTML > Generate Chat Button HTML. The Generate Chat Button HTML window is displayed.
  2. On the Generate Chat Button HTML window under Type of Chat Button, select Email Signature Chat Button.
  3. In the email signature field, enter the signature that you want your customers to see.
  4. Under Customize Chat Button Images, select the button that users will click to initiate a chat session from your email signature.
  5. Under Email Signature, choose a signature to which the chat button will be appended.
    • Option. Type a new signature directly in the space provided.
    • Option. Click Open to select an existing email signature. The Open file... dialog is displayed with the path: C:\Users\*username*\AppData\Roaming\Microsoft\Signatures. Select a signature and click Open.
  6. On the Generate Chat Button HTML window, click Save. The chat button is added to your email signature.
To access your BoldChat signature in Outlook, compose a new HTML email (not rich text or plain text) and insert it using the Outlook menu Insert > Signature.