There are several ways of adding a script into your Clustdoc onboarding process.
Adding a task to complete to your checklist
If you want people to book a meeting (Eg. Through Calendly for example) as part of your onboarding process, you can use the task feature to add that to your checklist.
Adding a widget or custom CSS to your end-user's interface
If you'd prefer to add a floating widget to the end-user's interface, you can also do this by adding a script to your process. This works perfectly with chat, callback, or booking widgets.
- Go to your Process
- Click on Configuration>Appearance from the sidebar
- Scroll to the script card to add your script
- Click here to send us your script if you cannot do this yourself
You can also use this feature to customize the design of the page. This may require some technical knowledge on CSS. If you've identified the HTML element you would like to customize, just enter the CSS code and the page will reflect your configuration.
Eg: You want to get a red background on your page.
Follow the 4 steps above and enter the following code
background-color : red;
See the result below :