This chapter discusses how to create a customized version of the vCita Livesite widget on your client’s website during the sales process. Creating a sample is easy to do and offers your client insight as to how LiveSite will look on their site.What you will need:
-
The default preview link: http://www.vcita.com/software/try-it-out?who=2927&site
Your client’s User ID from your clients profile page, accessible from client’s dashboard through login. To obtain the client's User ID, go to your client’s dashboard and click on Public Profile from menu across the top. Click View Public Profile. Copy the User ID from your clients Personal Profile.
- Replace the default User ID in the Preview Link with your clients User ID:
Default View:
http://www.vcita.com/software/try-it-out?who=2927&site=
This enables you to show your client a customized view of the vCita Livesite widget on their website.
Sample Script
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“Are you in front of a computer?”
"Yes...."
“Great. I want to share my screen with you and show you how this is going to work on your website.”
When screen shared, have client website pulled up in preview screen with their customized widget installed.
