Integrating Drift Chat with CloudRadial

Drift chat provides a powerful and extensible platform for chat. You can integrate Drift Chat with CloudRadial while also allowing the chat widget to automatically pull the user's name and email from their CloudRadial log-in information.

More details on their product can be found here: https://www.drift.com 

• Drift Chat Integration Instructions
• Sample Drift Chat Header Script

Drift Chat Integration Instructions

To integrate Drift Chat:

1. Navigate to Partner > Settings
2. Select Integrations on the right (under the Configuration column)
3. Select the Header Scripts option
4. Enter the code below in the Header Scripts field
   • Ensure you replace the Drift Chat widget code with your script
5. Once you've applied your code, select Submit to finalize your settings

Your Drift Chat icon should appear at the bottom right of the screen after a refresh.

The user name and email are prefilled so when a chat is started. The result is that the user's name and email will appear in the chat automatically without requiring them to type them in. 

Sample Drift Chat Header Script

<!-- Start of Async Drift Code -->
<script>
...  Get the widget code from the JavaScript widget and replace this section
</script>

<script>
  function CloudRadialUserInit(email, displayname, companyname) {
    drift.api.setUserAttributes({email: email, name: name});
  }
</script>