WordPress: How-To

The plugin is officially available as of today and we’ve already gone ahead with an update for some performance improvements. If you have a Reamaze account and run a WordPress blog/site of any sort, this is a must have integration! Take a look at the plugin listing here: https://wordpress.org/plugins/reamaze/.

Just to make things a bit easier, let’s do a quick dive into how to set this up.

Step 1

Log into your WordPress dashboard and look for the Plugins menu. Click to add a new plugin.

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When you see the plugins directory, go ahead and do a search for “Reamaze”. When the Reamaze listing comes up, simply click to install.

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Once installed, you’ll need to click on the “Activate Plugin” link at the bottom of the confirmation.

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Step 2

Once your Reamaze plugin has been activated you can go ahead and connect it to your Reamaze account. Go ahead and click on “Settings” under your Reamaze plugin to bring up the brand identification uplink as well as the prompt for your Secret SSO Key. The Reamaze Account ID is your Reamaze subdomain name and your key can be found in your Reamaze dashboard under “Settings” and then “Account IDs and Secrets”.

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Step 3

The Reamaze plugin actually allows you to create conversation inside your Reamaze dashboard by converting comments. This is extremely handy if you use your WordPress powered site for most customer interactions. To do this, you’ll also need to enter your Reamaze login email. Just make sure you’re using the same email login for your Reamaze account as your WordPress login. This part is crucial. The Reamaze API key is found in your Reamaze dashboard under “Settings” and then the last option called “API Token”.

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Step 4

At this point you can go ahead and save your changes and refresh your site to confirm the integration. You should see the standard Lightbox Widget deployed on your site!

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Now you’re probably wondering, how do I customize the Widget trigger? Easy! Head on over to the Embeddable Builder under the “Settings” menu in your Reamaze dashboard. Build the trigger and Shoutbox elements to your specifications and copy the snippet. Then paste the snippet into the following section in WordPress:

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Step 5

Lastly, let’s take a look at how to create conversations from comments. Head on over to your comments box, hover over an active comment and you’ll see the option to “Create Reamaze Conversation”.

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In this test comment above, you can create the conversation under a specific brand, reply, reply on WordPress, and even leave an internal note automatically for another team member or as a reminder.

Oct 30, 2020