Adding ChatOnce bots to your Hubspot website

Adding a ChatOnce bot to your Hubspot website is quick and easy. You have three different options:

  • Standalone botDon't want to fuss with code and installation? No problem! Send your customers and leads straight to your bot with a simple link. 
  • Pop-up botA bot that pops up after a visitor clicks a specific button or link on your website. Engage with visitors in specific areas of your website, so you can learn more about them and qualify them further. All visitors to the page see this button or link and can click it to access the pop-up bot. Added to the html body of your site.
  • Targeted bot: Uses Audiences, defining which type of visitors you want to target with a bot. You can show another Audience a different bot with different interactions. Added to the header.

Note

Adding custom javascript requires a Hubspot paid plan with access to website pages and custom modules.

Offer a standalone bot

No installation required in Hubspot! Simply create a new standalone bot and copy the link. 

  1. In OnceHub, go to Setup -> ChatOnce.
  2. Click on the Create bot button and select Standalone bot.

Create the bot as you prefer, either from scratch or using a template. 

If an existing standalone bot is close to what you're wanting, you can duplicate that one instead by clicking the three-dot menu by that bot and selecting Duplicate.

When you've added the interactions you want, routed them, and designed the bot as you like, navigate to the Publish tab. You'll find a standalone bot link you can copy.

Figure 1: Copy the link for your standalone bot

That's it! Send this link to whomever you wish, or use it in an ad or email campaign.

Add a pop-up bot to your website

Create the bot

  1. In OnceHub, go to Setup -> ChatOnce.
  2. Click on the Create bot button and select Pop-up bot.

Create the bot as you prefer, either from scratch or using a template. 

If an existing pop-up bot is close to what you're wanting, you can duplicate that one instead by clicking the three-dot menu by that bot and selecting Duplicate.

When you've added the interactions you want, routed them, and designed the bot as you like, navigate to the Publish tab.

Choose between two publishing options

  • Lightbox: Opens over the whole website when clicked by the visitor and captures their attention completely.
  • Widget: Pops up on the bottom right of the screen, within a chat frame. The visitor interacts with your bot within the widget and can still scroll through the website page.

Install the code

In OnceHub

You'll grab the code you need for Hubspot.

  1. On the Publish page, choose the publishing option you want (see above).
  2. Copy the code.

Figure 2: Select the publishing option you want

In Hubspot

To add custom javascript, you need to create a custom module with javascript required for loading. You'll add this module on each individual website page where you want a chatbot.

  1. Create a custom module that includes the OnceHub code.
  2. Adjust the code as needed (for instance, the text for the link).
  3. Make sure the module uses the require_js function. This will require the javascript to load for that module to work.
  4. Add the custom module to your website page wherever you want it to display.
  5. Save your website. 

That's it! Your website can now display your pop-up bot in the place you added it.

The default code you copied displays a link with the text "Start chat". You can adjust this text however you like. 

Use a button instead of a link

If you want a button for your pop-up bot rather than a link, you can use this code, adjusting relevant parts to identify your specific bot and define your preferences: 

<!-- ChatOnce embed START -->
<script id="co-index" src="https://cdn.oncehub.com/co/widget.js?website_id=WEB-##########&bot_type=2" defer></script>
<a 
style="
background-color: #006bb1;
border-radius: 50px;
padding: 10px;
color: #ffffff;
font-family: "Arial";
font-size:18px;
font-weight: normal;
text-decoration: none;
"
data-co-bot-display="pop-up" data-co-bot="BOT-##########" href="#" >Start chat</a>
<!-- ChatOnce embed END --> 

Items for updating in the button code:

  • Website ID code (REQUIRED) - This starts with WEB-, followed by an alphanumeric sequence you can grab from your bot's code on the Publish tab. 
  • Bot ID code (REQUIRED) - This starts with BOT-, followed by an alphanumeric sequence you can grab from your bot's code on the Publish tab.
  • Optional styling:
    • background-color - Match your website's branding color
    • border-radius - The roundness of the button corner
    • padding - Size of the button around the text
    • color - Text color
    • font-family - The font you want the text to use
    • font-size - Size of font
    • font-weight - Normal, bold, etc.
    • text-decoration - Add an underline or other styling to the text
      • Keep in mind this will show at all times, whether hovering over the button or not


Add a targeted bot to your website

Create the bot

  1. In OnceHub, go to Setup -> ChatOnce.
  2. Click on the Create bot button and select Targeted bot.

Create the bot as you prefer, either from scratch or using a template. 

If an existing targeted bot is close to what you're wanting, you can duplicate that one instead by clicking the three-dot menu by that bot and selecting Duplicate.

When you've added the interactions you want, routed them, and designed the bot as you like, navigate to the Publish tab.

Install code

Installing the code is quick and easy. 

In OnceHub

You'll grab the code you need for Hubspot.

  1. Go to Setup -> ChatOnce.
  2.  In the lefthand menu, go to Targeted bot settings -> Installation
  3. Select to Install it yourself or Send to a teammate
  4. Copy the code.

Figure 3: Installation code for a targeted bot

In Hubspot

You'll add the code to your header, so it displays on every page of your site.

  1. Edit your Hubspot content.
  2. Go to Advanced options and add the code to the Head HTML. Learn more
  3. Save your content. 

That's it! Your website can now display your targeted bot on the pages you want, according to the Audience rules you set.


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