Getting a campaign set up should feel simple, especially when you are busy running a business. This update makes the registration process easier by taking you directly into chat widget setup after your brand registration is complete, while still giving you the option to use manual setup if that is how you collect customer consent.

📌 Why This Matters

For many small business owners, the hardest part of setup is knowing which path to choose. This updated flow removes that extra decision at the start and guides you into the setup option that is often faster and easier to complete. If your business collects consent through the chat widget, you can move forward right away with fewer steps. If you use website forms, paper forms, QR codes, kiosks, lead forms, or verbal consent, manual setup is still available when needed.

This approach also helps reduce mistakes because the chat widget path can automatically handle parts of the setup process, including verification details and suggested messaging. That can mean fewer delays and a smoother path to getting your campaign ready.

✨ What’s New

• Direct entry into chat widget setup: After brand registration, the process now opens straight into the chat widget setup screen instead of asking you to choose a path first.
• Manual setup is still available: If you collect consent outside the chat widget, you can use the Switch to manual setup link on the first screen.
• Your progress is saved: If you switch to manual setup, your work is not lost, and a confirmation message explains what will change before you continue.
• You can switch back later: If you choose manual setup and later decide the chat widget is a better fit, a prompt in the campaign details area helps you return to chat widget setup.
• Less backtracking: You no longer need to restart the whole campaign just because you want to use a different setup path.

🛠️ How to Use It

1. Step 1: Complete your brand registration as usual inside the CRM.
2. Step 2: Once that is done, you will be taken directly to the chat widget setup flow.
3. Step 3: If you collect customer consent another way, click Switch to manual setup on the first screen.
4. Step 4: Review the confirmation dialog so you understand what changes before continuing.
5. Step 5: If needed, return to the chat widget path later from the recommended prompt in your campaign details.

💡 Pro Tip

If you already use chat on your website, choosing the chat widget path can help you get campaigns ready faster so you can start more customer conversations without unnecessary delays.