Step by step ImbaChat setup for WordPress

In this article, we will take a step-by-step look at all the setting up a chat depending on your CMS.

At the time of this writing, the plugin only supports active integrations with WordPress and Oсtober CMS. Let's consider the installation of a chat for WordPress platform.

WordPress

First of all, you need to install the plugin. Follow these steps:

  1. Go to the admin panel of your site. Open the menu item Plugins → Download plugin. In the search line, enter the name of the plugin - ImbaChat. Install the plugin.

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  1. Login on the ImbaChat and go to the Dashboard.
  2. Fill in the fields. Write the widget name. In the "Host" write your site URL without http:// (for example: your-site-domain-url.com). And then choose the "WordPress" CMS integration. Create the Widget.

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  1. Write the widget id into “Widget id” field in the ImbaChat settings in the admin panel of your website. After that click “Connect to the widget”

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  1. If you don't have a widget yet, click "Create a widget" at the same page. Connection between your website and ImbaChat server will be automatically configured.

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To adjust widget style and customize the widget language, go to the «Style settings» in the Dashboard on the imbachat.com. Learn more about widget customization here.

To enable the online support feature, go to the Chat settings --> Online Support. Here you can enable the feature and create a new support manager account.

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What's the next?

After installing you need to configure private and group chat for your users. For some WordPress theme it will configure automatically:

  • BuddyPress
  • Woocommerce
  • wpForo

When you install a chat on these themes, the buttons Send a message appear automatically in the necessary places. In particular, the BuddyPress integration has additional features. You can read more about them in this post.

If the above-mentioned themes are not installed on your WP website, then you need to use special shortcodes to configure the chat. A shortcode is a short command for displaying a function. ImbaChat for WordPress has its shortcodes.

With the ImbaChat shortcodes you can create:

  1. Send a message buttons
  2. Buttons and fields for creating group chats
  3. Join group chat button
  4. Buttons to close and open chat

How to insert shortcodes:

Shortcodes:

1. Send a message button

This shortcode adds a button to the page, by clicking which, a dialog with the user opens

Parameters:

  • id - user identification number on your site,
  • class - the name of the class for the button (if there is a need to use your own styles and classes),
  • name - button text,

Example:

[ic_open_dialog id=13 name="Write to admin" class="class_btn_msg"]

2. Create a group chat button

The second shortcode adds a button that adds the user who clicked the button. The pipe parameter defines the group.

This shortcode generate on page two input field and a button. The first field Group name - This field corresponds to the name of the group that is being created. The second field Pipe - is responsible for the Unique identifier of the group (this parameter is used in the ic_join_group shortcode). By clicking the button, a group chat is created, which site users can join.

Parameters:

  • classi - Class name for the input field
  • classb - Class name for the button
  • buttonname - button name

An application: Create a page for administrators, put a shortcode there and create the necessary groups through the ic_join_group shortcode.

Example:

[ic_create_group users="1,2,3" buttonname="Name of button" classi="class_of_input" classb="class_of_btn"]

3. Join group chat button

Parameters:

  • classb - Class name for the button
  • buttonname - button name
  • pipe - Parameter from Create a group chat button Shortcode, needed to understand which group to connect the user to. Example:
[ic_join_group classb="class_btn" buttonname="join group" pipe="group_example_1" title="The title of group"]

4. Open and close chat button

There are no parameters. Creates a button that opens a chat and a button that closes the chat.

Example:

[ic_close_chat]
[ic_open_chat]

After that your ImbaChat widget is ready.

We hope this article was helpful for you. You can get free installation service and technical support. Contact us by E-mail or Telegram.


More useful articles:

ImbaChat Troubleshooting

How to set up role-based access control for monetization

How to set up and use the group chat feature