Callback Requests Documentation

Here you'll find everything you need to install Callback Requests. The Quickstart guide (immediately below) should have you up and running in minutes. For more advanced customizations, see the customization section (below the Quickstart guide). We also have a bunch of best-practice tips below.

If there's anything that isn't clear, or if you have any suggestions, please contact us.

1. Sign up for an account. It takes 30 seconds max. No credit card is required.
2. Add the embed code below to the bottom of your website (just above the <body/> close tag).

   <script defer src="https://callbackrequests.com/embed/button.js?0.1.3"></script>

3. Upload your site and see the Callback Requests button.

That's it, one line! You can further customize the colors, style and other things by following the instructions in the customization section below.

Edit Notification Preferences

1. Open the settings menu. Once you are signed in, you'll see your name in the top right (next to the "Dashboard" button). Tap it.
2. Tap on Account Settings.
3. If you want to receive text message notifications, enter your mobile phone number in the "Personal Details" section. This requires a "Team" or "Business" account.
4. Tap the Save button under the "Personal Details" section.
5. On the same page, edit your notification preferences as you see fit.
6. Tap the Save button under the "Notification Preferences" section.

Edit Country and Timezone

We detected your country and timezone when you signed up. It is important that these are correct. We use the country to format phone numbers that your visitors leave, and we use your timezone to make sure that you are notified of the correct time to call back.

1. Open the settings menu. Once you are signed in, you'll see your name in the top right (next to the "Dashboard" button). Tap it.
2. Tap on Website Settings.
3. Ensure your country and timezone are correct. If not, change them.
4. Tap the Save button under the "Site Details" section.

Edit Your Availability Times

Availability times are used when a website visitor schedules callback requests. We only provide time slots that you specify.

Availability times are also used if you specify a phone number. Website visitors will be presented with a different message if they are click on a Callback Requests button during availability times. See below for details.

1. Open the settings menu. Once you are signed in, you'll see your name in the top right (next to the "Dashboard" button). Tap it.
2. Tap on Website Settings.
3. Enter your availability times for each day. You can specify multiple periods during the same day by separating time periods with a comma. Please use the format suggested (e.g. 9:00am-12:00pm, 1:00pm-5:00pm). Note, 12 noon is entered as 12:00pm.
4. Tap the Save button under the "Availability" section.

Invite Others to Access or Manage Your Account

You can allow others to access callback requests. Soon we will also be adding groups and you can assign specific types of callback requests to groups.

1. Open the settings menu. Once you are signed in, you'll see your name in the top right (next to the "Dashboard" button). Tap it.
2. Tap on Groups & Access.
3. Tap the invite button.
4. Enter the full name and email address of the person you wish to invite.
5. Enter the role of the person you wish to invite.
   • Agent - can see a list of callback requests, view the details of each request, and mark them as complete.
   • Admin - can see a list of callback requests, view the details of each request, mark them as complete, and can manage the account.
   • Owner - can see a list of callback requests, view the details of each request, mark them as complete, and can manage the account (including delete it if ever you wish).
6. Tap the Add button under. The invited user will receive an email with instructions. You will see when they accept the invitation.

You can change a users role, or delete a user by tapping on the three dots icon to the right of each user on the "Groups & Access" page and following the prompts.

Set up Billing

The plans have different features. Please see the pricing page for details. When you sign up, you start off without an active subscription. This means you can:

• "Manually add" callback requests (on the dashboard).

• Look around and see how Callback Requests works.

But you can't ...

• Accept callback requests on your website.

• Receive callback request notifications via email and SMS.

We allow you to set up an account and see how Callback Requests works before picking a plan so you can kick the tyres before picking the best plan for you. In practice, Callback Requests will only be of value to you if you have a paid plan. TO set one up follow these instructions:

1. Open the settings menu. Once you are signed in, you'll see your name in the top right (next to the "Dashboard" button). Tap it.
2. Tap on Billing.
3. Select the number of agents you want to be able to access the dashboard (if you are selecting a "Team" or "Business" plan).
4. Tap on the Purchase button that corresponds to the plan you want. You'll be redirected to a checkout hosted by Stripe.
5. Enter the payment details.
6. Tap the Subscribe button. You'll be redirected back to the Callback Requests website.

You can upgrade, downgrade or cancel at any time.

• If you upgrade, we will credit you for the amount that corresponds to remaining time left of your current plan, and you only have to pay the difference.
• If you downgrade, we will credit you for the amount that corresponds to remaining time left of your current plan, this amount will be deducted from the amount owed when renewing, and you will not have to pay anything.
• If you cancel your account, you will continue to have access to Callback Request until your billing period expires, and the plan will not renew.

The basic installation installation instructions were above.

1. Sign up for an account. It takes 30 seconds max. No credit card is required.
2. Add the embed code below to the bottom of your website (just above the <body/> close tag).
3. Upload your site and see the Callback Requests button.

To further customize your website visitors experience, a number of variables can be added to the embed code. Each of them are optional.

<script> 
  let CR = { 
    domainName: null,
    websiteId: null,
    showFloatButton: true,
    floatButtonSide: "right", // Can be left or right
    color: "#0074d0", // Must be a HEX color and must contrast with white.
    css: ``, // Pass in CSS to change the look of any element
    topics: [
      "I'd like some information",
      "I'd like some support",
      "I've got a suggestion",
      "Other" // "Other" will require user to specify
    ], 
    callNumber: null, // Phone number if they want us to display a phone number too
    name: "",
    phoneNumber: "",
    email: "",
    callback: null,
  }; 
</script> 
<script defer src="https://callbackrequests.com/embed/button.js?0.1.3"></script>

Each of these variables will be discussed below.

Specify your domain name - domainName

Specify your website ID - websiteId

Show or hide the button - showFloatButton

Button placement - floatButtonSide

You can specify the button should go on either the bottom-left or bottom-right of the page. The bottom-right is the default. You can specify this by adding a bit more code when you add the Callback Request embed code on your website.

If you want to use your own custom button, see the Can I use my own button? FAQ.

Button color - color

The color is a HEX value. You can pick a HEX color here.

Customize the look of the form - css

Can I customize the look of the form? - see FAQ

Customize filtering questions - topics

You can specify the filtering options (on the first page of the Callback Requests modal) by adding a bit more code when you add the Callback Request embed code on your website.

Specify your phone number - callNumber

Auto-fill visitor details - name, phoneNumber and email

pass in a name, email and phone number if a user is signed in

If you are rendering the page server side, you can specify the website visitors name and phone number by adding a bit more code when you add the Callback Request embed code on your website.

Note, the phone number will be automatically formatted based on the country of the visitor. For instance, in Australia these entries:

• 0400000000
• +61400000000
• 0400-000-000

... will all be formatted to appear as 0400 000 000. Then when you get notified of the callback request, the number will be available to you in international format (+61 400 000 000) — assuming you are not in Australia.

Callback function - callback

TODO

More details are coming soon.

More details are coming soon.

More details are coming soon.

More details are coming soon.

More details are coming soon.

More details are coming soon.