How to install Dashly

It only takes a few minutes to start using Dashly

Sign up to Dashly

First of all, sign up to Dashly. Enter your email address and come up with a password. 

After that we’ll ask you to say a couple of words about yourself: your name and preferred contact method – we need this information to help you set up the platform.


Add your website

To create an account in Dashly, you’ll need to add your website – just put your website URL while signing up.


Adding several websites

If you have several websites, you can add all of them to your account. 

In your admin panel click on your profile at the top of the page and choose “Account settings” there, which will take you to “My websites” page.

There you will see the list of your websites. Press “Add another website” button to connect one more site. 

Now you’ll see the same steps as you’ve already done during the registration. Choose the type of the website you want to add, then put your website address and a company name.

After you add the website, you’ll see it on “My websites” page. Dashly will ask you to choose the needed website’s admin panel every time you sign in. 

P.S. Different websites have to have several code snippets and are paid separately.  


Install Dashly

It only takes a few minutes to install Dashly on your website. Once it’s installed, you’ll be able to communicate with visitors on your website.

After the app is created and the onboarding is passed, you’ll see the “Install this code snippet” pop-up – the first step to configure Dashly.

Just copy the code snippet it contains and paste it right before the closing </head> tag.

Installed code example:

This code asynchronously downloads a JS library and creates a global object ‘dashly’ which is used in API interactions.


Subdomains

Once added, the code starts working automatically on each page, including sub-domains.

 

Installation via Google Tag Manager

You can add Dashly code via Google Tag Manager by following a few simple steps. We would recommend you to use this method only as a last resort, since we can't guarantee that the code installed via third-party services will be working without any issues.

  1. Move to GTM, find the "Tags" tab and click "Create".

  2. Name tag and click “Change configuration”.

  3. Select "Custom HTML" tag type.

  4. Copy code from your Dashly admin panel (you can find it in the “Install this code snippet” pop-up or the “Battery” menu).

  5. Paste the snippet into the code box, tick "support document.write() function", move to “Tag activation settings” and select "Without restrictions".

  6. Then click “Edit trigger”.

  7. Select All Pages in the opened window.

  8. Save the changes.

  9. Go back to "Browse" and click "Send"

  10. Drag created tag to the version description, set the name and click "Publish".

That’s all! Now, when you update your page, you should see Dashly chat at the right bottom of your site (if it isn't hidden in “Settings”).


Installation on Shopify

You need to follow 2 steps and 6 clicks to add Dashly live chat to your Shopify store. After you created your Dashly account and got to the onboarding page, you just need to copy the code and go to Shopify to Log in as an account owner. 

  1. Go to "Themes” page. 

  2. Find the “Actions” list and open it.

  3. Go to the Edit code page.

first_shopify.png

  1. On the “Edit code” page choose your theme layout. Adding the Dashly JS snippet to the layout will install it on every page of your Shopify store.

  2. Paste the Dashly JS snippet between the <head> and </head> tags – it is the best place to install Dashly.

  3. Save the layout and check your Shopify store, there could be an awesome animated live chat icon.

second_shopify.png

Dashly modules

Modules are alternative to using plain code in case your site is on WooCommerce or PrestaShop.

Modules are preconfigured to be able to track shop events, such as adding a product to cart, viewing product page, making an order, etc.

You can choose a module in the “Install this code snippet” pop-up or on the first step of the Battery. There you’ll see an installation instruction.




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