Messages

How do I know when a visitor is trying to chat using messages?

Last updated: May 18, 2018

Applies to:

Sales Hub: Starter, Professional

In your messages settings, you can set up how you wish to be notified when a visitor initiates a chat. 

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • On the left, click Sales > Messages.
  • Click the Notifications tab. Here, you can customize the following:
    • Sounds: click to toggle the switch on to hear a sound when a visitor sends a new message to you.
    • Browser push notification: click to toggle the switch on to see a notification from your web browser when a visitor sends you a message.
    • Browser tab notification: click to toggle the switch on to see the number of new messages in the messages tab of your browser window.
    • New message notification: click to toggle the switch on to receive an email each time a visitor sends the first message in a new conversation.  
    • Slack notification: enable a slack notification or click Connect account to enable the integration

messages-notifications-enabled

  • When you're done, click Save.

Please note: if you have followed the steps above but are not receiving notifications, ensure that your browser settings are configured to support push notifications.

If you're offline, you'll still get notified via email that someone is trying to chat. The visitor will see your reply time (if you choose to show it), and they can enter their email address for you to follow up with them later if you have that setting enabled. To customize what your visitor sees:

  • In your HubSpot account, click the settings icon settings in the main navigation bar. 
  • On the left, click Sales > Messages.
  • Under the Targeted Messages tab, hover over the sales message you wish to edit and click Edit.  

edit-targeted-messages-tab

  • Click Message in the left sidebar menu.
  • Under Email capture, choose when visitors should be asked for their email. Customize the message in the Email capture message text box. This is what your visitors will see if you're not available to chat. 

ask-visitor-for-email-address-updated-screenshot

  • When you're done, click Save.

Was this article helpful?