WhatsApp button that opens a pop-up in WordPress and Elementor

We have created an option that allows you to insert a button that opens the WhatsApp pop-up or widget.

The code you must insert is:

<button data-chatwith="cw-open">Booking</button>

This button allows you to have any button open the pop-up or widget.

You can watch the full video here. https://www.youtube.com/watch?v=J7NE3SRZoRE

The idea of ​​a button to open a pop-up with WhatsApp seems simple or almost obvious, but the reality is that it is a somewhat complex process.

Setting up the pop-up and form to capture leads.

1. There are quite a few tools that generate a pop-up, but there is always some problem with the use or absurd limitations of use. Our tool is always unlimited and easy to use.
2. Then there is the issue of the form that goes inside the pop-up. The pop-up must capture customer data in a simple way. Our forms have all the necessary resources built in to make a powerful and solid form to capture data. You can add email, phone (fields that we validate before sending), you can add postal code (which we also validate) and we convert it into city and province automatically and many other options that will allow you to make your form very useful for you as a company or agency and for your users when making their request for information. You can also add a lead magnet.
3. After the form you have how this pop-up is displayed. The pop-up can be displayed by default, it can be displayed upon user request.
4. By default you can display the pop-up as the user enters or you can add a delay.
5. Another option is for the user to click on a button to display the pop-up. For this second case we have created a “short-code” that allows you to launch the pop-up. These options allow you to generate the best possible user experience for your business and your users.

Lead management and CRM

After these settings, let’s say we have half the work done. The next half has to do with lead management, notifications and CRM.

Let’s say your form starts generating leads. We generate 3 alerts by default.

1. WhatsApp. Of course your leads will go to your WhatsApp automatically.
2. Email. We send an email alert to the addresses you need. You can add up to 5 emails per widget.
3. Webhook or integrations. We know that webhooks are very useful for generating automatic processes from lead data. You can generate an integration with Zapier, Make or Pabbly and feed the lead data into a table in Google Sheet, Google Calendar, Databases, CRM, ERP or similar applications.
4. Finally, we offer you a CRM that you can share with your clients and generate a simple and agile work environment for your clients to manage their leads.
5. We offer a spectacular integration with Google Ads to do the best possible follow-up of your campaigns and really measure the real conversions of your campaigns into leads.

Maintenance, evolution and experiments

Finally, we want to emphasize the concept of an unlimited tool. The idea is that you can do as many experiments, tests and changes as you need without the fear of having to pay more. Our base license is unlimited in all concepts. It is unlimited in the number of widgets you can generate, in the number of leads you can receive and in the number of notifications you can generate. We do not believe that it is a good idea to “penalize” yourself for doing things right. Let’s say you have a successful campaign and generate hundreds of leads. It doesn’t make sense that for doing your job well you have to pay more. Digital tools by default have to be unlimited and that is our approach. A reasonable payment and unlimited use. We hope we can accompany you for a long time and your campaigns with us.

Step-by-step explanatory tutorial

In this tutorial, you will learn how to create a button on your website that opens a pop-up with a WhatsApp form, a popular technique among media buyers to optimize lead capture. Tochat.be is the recommended tool for this task.

Step by Step to add the button in HTML for a WhatsApp pop-up:

Widget Preparation:

Set up a widget on your page to act as a pop-up. In the design section, activate the “Popup Widget” option.
Add the Button:
Enter a specific code that allows you to add a button anywhere on your page. This button, when clicked, will trigger the widget configured as a pop-up. The necessary code can be found in the related article in the video description link.

Customization:

You can adjust the style of the button to your liking. When the button is clicked, the pop-up with the WhatsApp form will open. You can add custom banners or disable them as you prefer, and choose whether the form opens directly or with a countdown.

Testing and Design Combinations:

Experiment with different configurations, such as where to place the button (header, middle of the page, etc.), and how the pop-up is displayed (with or without a banner, with a counter, etc.).
Step by Step for WordPress with Elementor:

Inserting the Code:

In WordPress, using Elementor, add an HTML code block where you will insert the same button code used in HTML.

Widget Settings:

Make sure your widget is correctly inserted into your WordPress page. When you click the button, the pop-up should open just like the HTML version.

Flexibility and Options:

You can insert the button anywhere on the page, either as a modal pop-up or as a static widget that is activated on click. The settings in Elementor allow you to adjust the behavior and appearance of the pop-up.

Additional Considerations:

Mobile Devices: The design should be considered for mobile users, ensuring that the pop-up is not intrusive but effective.

Experimentation: The effectiveness of a button or pop-up can vary depending on the campaign, so it is recommended to test different configurations and measure the results.
This method not only facilitates direct interaction with users through WhatsApp but also offers flexibility in the design and presentation of lead capture forms, adapting to various marketing strategies.