Skip to content

How to Effectively Invite a Prospect for an Online Chat via Email with Qualifico

Are you looking to enhance your customer engagement strategies? Inviting prospects to chat via email is a powerful tool in today's digital marketing landscape. In this guide, we'll walk you through the seamless process of setting up an inviting and efficient chat experience using Qualifico.

1. Crafting the Chat Experience

The first step is to create a tailored chat interaction on your webpage. Here’s how you can do it:

  a. Setting Up a Targeted Chat Experience

To ensure the chat is specifically for email invitees, we utilize the utm_source URL parameter. By setting utm_source to    “email_invite,” we can filter and provide a unique chat experience for these visitors. This method ensures that the chat interaction is exclusive to those coming from your email campaign.

  b. Designing an Engaging Chat Flow

The chat flow is crucial in guiding your prospect's experience. Here's a snapshot of how it works:

    • Initial Greeting: “Hello , please wait while we connect you with our team…”
    • Backend Notification: A real-time alert is sent to your team, informing them of a waiting prospect.
    • Connection Process: A “Route to chat” node initiates the connection, starting a timer for the prospect as they wait.

Once these steps are configured, activate the interaction to bring it live.

2. Constructing the Email Invitation

Now, let’s move on to the email invitation itself:

  • Incorporate the Link: Your email should include a link to the webpage where the Qualifico script is embedded.
  • Add URL Parameters: Ensure to add utm_source=email_invite to trigger the interaction. Optionally, include the prospect’s email and first name in the URL for automatic identification. For instance, your URL could look like:

3. Engaging and Converting Prospects

Once your prospect clicks the link, they will experience the tailored chat you’ve set up, enhancing their engagement and increasing the likelihood of conversion. Remember, personalization is key in making your prospects feel valued and understood.

Maximizing Your Email Chat Invitations

Here are some additional tips to optimize your email chat invitations:

  • Personalize Your Emails: Use the prospect's name and relevant details to create a more personal connection.
  • Clear Call-to-Action: Ensure your email has a clear and compelling call-to-action, guiding prospects to the chat.
  • Follow-up Strategies: Have a plan for following up with prospects who engage in the chat.


Inviting prospects to chat via email is a fantastic way to engage and convert potential customers. By following these steps and ensuring a personalized and seamless experience with Qualifico, you can significantly enhance your customer interactions and drive better business results.

Learn More

For more detailed instructions and tips, check out our comprehensive guide on Creating an Interaction and  Using Identifying URL Parameters.

Boost your customer engagement today with Qualifico’s chat invitation via email and watch your conversion rates soar! Book a Demo