Manage Docs Contact With Beacon

NEW  Beacon is built into Docs, making it quick and easy for your customers to reach out via email or live chat if they need more help. This article will help you enable and customize the Docs site Beacon. 

You need the Docs: Create new, edit settings and collections permission to access these settings. See User Roles and Permissions for help with permissions. 

In this article

Enable the Docs Site Beacon

Head to Manage > Docs > [Choose your Docs site] > Beacon. Toggle Enable Beacon on and click Save

Note: If you don't see this option in your settings just yet, hang tight — it's on the way. We're working on rolling this out to all customers. If you'd like to go ahead and switch to using Beacon now, have your Account Owner give us a shout and we can get you moved over early. 

This will place a default Beacon widget on your Docs site with the contact form only, add a Contact link in the top navigation, and add a note to the end of each article with a link to contact you if visitors need more help. 

Clicking any of these links or the Beacon itself will show your visitors the Beacon contact form. 

If you change your mind, just toggle the Enable Beacon switch to off and click Save to remove it. 

Customize the Docs Site Beacon

You can customize the look and feel and some options for the Docs site Beacon, including offering live chat. Click Customize Beacon to explore these options. 

Note: The Docs site Beacon will not appear in the regular Beacon admin pages. You can only access the settings for a Docs site Beacon through this menu. 

Look and Feel

Name and Color
By default, the Beacon will be named the same as your Docs site. This is an internal only name that customers will never see, but if you'd like to change the name you can do so here. Change the color of your Beacon on Docs by clicking the color square next to the name and choosing a color from the color chart, or type in a color hex code. 

Button style
Choose whether you want the button to be an Icon, Icon & Text, Text only, or Hidden. Choose which button style to use and/or enter the text you want to use after selecting the style option. 

Choosing Hidden means that the Beacon will not appear at the bottom of every page, but will open when visitors click any of the contact links. 

Advanced

Horizontal position
Display the Beacon on the left or right side of the page. 

Z-index
If you are using any custom CSS with Docs and find the Beacon isn't fitting just right, you can use this to alter the z-index value to change the stack order of Beacon so that it’s not bumping into other elements on the page. There’s no minimum or maximum value, and you can use negative values, too. If you've worked with a developer to build custom CSS, reach out to them for any guidance on what this needs to be set to for your custom CSS. 

Help Scout logo (Plus and Pro plans only)
Plus and Pro plan customers can toggle Help Scout branding on the Beacon on or off. A small Help Scout logo appears on the bottom of the Beacon window when this is toggled on, or for Standard plan customers. 

Contact Options

Click Contact on the left navigation menu to make changes to the contact form or turn on live chat. 

Messaging

Connected Mailbox
Choose which Help Scout mailbox the emails and chats will go to from this Beacon. 

Show contact form
You cannot disable the contact form. If you no longer wish to show the Beacon, head back to  Manage > Docs > [Choose your Docs site] > Beacon where you can toggle the Beacon off.

Show chat
Toggle on to allow chat through your Docs site Beacon. Scroll down to find the Chat options later on the page after you toggle this on. 

Contact Form

Ask for a name
Ask visitors to provide their name when they use the Beacon contact form. When you enable this field, it is a required field on your contact form. 

Ask for a Subject
Ask customers to provide a subject when they use the Beacon contact form. When you enable this field, it is a required field on your contact form. 

Allow attachments
Allow customers to upload images or attach files when sending a message through the contact form. The maximum file size for any single attachment is 10MB. Customers can attach up to 3 images or files per message. 

Show Custom Fields 
Customers on the Plus plan, or customers with the Custom Fields add-on, can show up to five custom fields on the Beacon contact form. We use the same field names you see when viewing a conversation in Help Scout. If you display custom fields to customers, we’d recommend using customer-friendly field names. 

If a custom field is required in the mailbox, it is required on the Beacon contact form. 

Chat

Translate

Choose Translate from the left navigation menu to change any of the Beacon labels to any language, or just to match your organization's voice and style. 

More help on this feature is available in Translate Beacon Words and Phrases

You can add a link in your articles to create a call to action to reach out to your team, you'll just need to pop into the HTML editor to add the link code rather than using the Link button in Docs. The snippet below will open the Beacon to the Ask screen when your visitor clicks on Contact Us. The Ask screen will offer Email and/or Chat, depending on your configuration and availability. 

This link will work in articles both on your Docs website and when being viewed in other Beacons that serve Docs. 

<a onclick="window.parent.Beacon('open'); window.parent.Beacon('navigate', '/ask'); return false;" href="#">Contact Us</a>

You can customize that link a little further if you like, using the Beacon JavaScript API. You'll need a little knowledge of how to work with JavaScript to customize it, but there are a few things you can do, like navigate directly to the email form or prefill some data. 

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