Providing custom information about your website visitors is done by dynamically adding querystring parameters to the scripts that you have deployed to your web pages.
There are two Velaro scripts which may be modified to make custom information viewable: the live help button HTML, and your real-time visitor monitoring script.
By simply adding your unique attribute/value parameters to all your Velaro scripts, that information is picked up by the visitor's browser and passed along to Velaro so your agent can view it.
The following HTML represents the standard Live Help button code that most people place on their site:
<table cellpadding="0" cellspacing="0" border="0"><tr><td align="center"><a href="http://srv0.velaro.com/visitor/requestchat.aspx?siteid=1&showwhen=inqueue" target="VelaroChat" onClick="this.newWindow = window.open('http://srv0.velaro.com/visitor/requestchat.aspx?siteid=1&showwhen=inqueue', 'VelaroChat', 'toolbar=no,location=no,directories=no,menubar=no,status=no,scrollbars=no,resizable=yes,replace=no');this.newWindow.focus();this.newWindow.opener=window;return false;"><img alt="Velaro Live Help" src="http://srv0.velaro.com/visitor/check.aspx?siteid=1&showwhen=inqueue" border="0"></a></td></tr><tr><td align="center"><font size="1" face="Arial"><a href="http://www.velaro.com" target="_blank" style="text-decoration: none"><font color="black">Live help by </font><b><font color="#000080">Velaro</font></b></a></font></td></tr></table>
Passing custom information to Velaro's servers requires that you modify all three of the embedded URL's above:
http://srv0.velaro.com/visitor/requestchat.aspx?siteid=1&showwhen=inqueue
http://srv0.velaro.com/visitor/requestchat.aspx?siteid=1&showwhen=inqueue
http://srv0.velaro.com/visitor/check.aspx?siteid=1&showwhen=inqueue
By simply adding additional parameters to the end of each of those strings, that information will be displayed to your agents.
For example, if a visitor is logging in to a secure area of your website, and you would like their account number to be visible to your agents, you could simply add "&AccountID=XXXXX" where "XXXXX" would be dynamically generated by your web server application to represent the customer's actual account number.
The modified HTML that you deploy to your website would look like this:
<table cellpadding="0" cellspacing="0" border="0"><tr><td align="center"><a href="http://srv0.velaro.com/visitor/requestchat.aspx?siteid=1&showwhen=inqueue&AccountID=XXXXX" target="VelaroChat" onClick="this.newWindow = window.open('http://srv0.velaro.com/visitor/requestchat.aspx?siteid=1&showwhen=inqueue&AccountID=XXXXX', 'VelaroChat', 'toolbar=no,location=no,directories=no,menubar=no,status=no,scrollbars=no,resizable=yes,replace=no');this.newWindow.focus();this.newWindow.opener=window;return false;"><img alt="Velaro Live Help" src="http://srv0.velaro.com/visitor/check.aspx?siteid=1&showwhen=inqueue&AccountID=XXXXX" border="0"></a></td></tr><tr><td align="center"><font size="1" face="Arial"><a href="http://www.velaro.com" target="_blank" style="text-decoration: none"><font color="black">Live help by </font><b><font color="#000080">Velaro</font></b></a></font></td></tr></table>
As long as you don't use any reserved keywords that are used by Velaro, you may use any attribute-value pair you want.
Once you have made the modifications to your live help button script, you should do the same for your visitor monitoring script as well. Your generic visitor monitoring script typically looks like this:
<script>
var rm = escape(window.document.referrer.replace("&","*"));
var pm = window.document.URL.replace("&","*");
var sm = 'http://srv0.velaro.com/visitor/monitor.aspx?siteid=1&autorefresh=yes&origin=';
sm=sm+rm+'&pa='+pm+'"></scr'+'ipt>';
document.write('<script src="'+sm);
</script>
By continuing to use the above example, the URL contained in the above script:
http://srv0.velaro.com/visitor/monitor.aspx?siteid=1&autorefresh=yes&origin=
should be replaced with:
http://srv0.velaro.com/visitor/monitor.aspx?siteid=1&autorefresh=yes&AccountID=XXXXX&origin=
Notice that the additional parameter was not applied to the very end of the visitor monitoring script, but instead placed before the &origin=
You can place as many customized attribute-value pair parameters in your query string as you want. You should however be aware that there is a physical limitation of approximately 2048 characters in the URL. Now when your Agents see you visitors on your site they can get this custom information passed to them.
Custom information is automatically displayed in the "General" tab of the Velaro Desktop Application.
You can choose to have this information displayed in the "Visitor" portion of the application, directly in a column by following these steps:
You will need to add these custom parameters to your account in the control panel and you will also need to modify the Velaro scripts you use on your web pages.
1. Log into the control panel at http://login.velaro.com with your administrative account.
2. Go to Setup -> Visitor Filtering
3. Under the section Default Filters you may enter 4 custom fields. These will be the fields you associate with your own custom parameters generated by your web server when your visitor logs in. Examples could be City, State, Account number.
4. Make sure you click "Apply changes" to save your work.5. In the Agent desktop right click on one of the column headers.
6. Select "column chooser" from the list that appears.
7. Drag and drop the new colum headings into the Infocenter view next to one of the other column headers.
8. Repeat for all of the column headers you wish to view.
Now when your visitors log in to your site your agents will be able to see this custom information pertaining to them.