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How to Integrate Client Messaging Tools
How to Integrate Client Messaging Tools

How to set up Client Messaging with Swydo

Updated over 2 months ago

Improve your communication and strengthen client relationships with Swydo's powerful Client Messaging feature.

Seamlessly integrate your favorite communication tools directly into your reports and dashboards for a streamlined agency experience.

This guide will walk you through the process of setting up client messaging in your Swydo dashboards and reports.

Steps to Implement Client Messaging in Swydo

Step 1: Enable Google Tag Manager

First, log in to your Swydo account.

  1. Click on "Settings" in the left side panel

  2. Cick for the "Google Tag Manager" option

Step 2: Configure & Install Google Tag Manager

First, log in to your Swydo account.

  1. Click "Configure"

  2. Enter your Google Tag Manager container ID (format: GTM-ABC123)

  3. Click "Install container"

Step 3: Set Up Your Messaging Tool in Google Tag Manager

First, log in to your Google Tag Manager account.

If you do not have a Google Tag Manager account and container then read how to ‘Create an account and container’.

Click ‘Add a new tag’ for your chosen messaging tool (e.g., Intercom, Zendesk, HubSpot)

Select ‘Tag Configuration’ and choose ‘Custom HTML’.

Add the installation code snippet provided by your messaging tool.

👉 To get your code snippet, refer to: ‘Messaging Tool Integrations & Help Documents’

Set the trigger to fire on all pages.

Save the configuration. GTM will ask you to name your tag. Enter the name and save it to finish your messaging tool installation.

Step 4: Configure Consent Management (if needed)

If you need to ask for consent before triggering tags:

  1. Read more about the consent process described in Google Tag Manager's documentation.

  2. The cookie used to track consent must be configured in a particular way to work in Swydo's dashboards and online reports.

    1. Ensure the cookie has "SameSite=None" as well as the "Secure" properties, as described in Google's documentation.

  3. Create a trigger that fires only when consent is given.

Step 5: Publish Your Google Tag Manager Container

  1. Preview and test your tags to ensure they're working correctly

  2. Once satisfied, publish your Google Tag Manager container

Step 6: Verify Integration in Swydo

  1. Create a new online report or dashboard in Swydo

  2. Check that your messaging tool appears and functions correctly.

Benefits of Client Messaging in Swydo

  • Direct communication with clients through your reports and dashboards

  • Answer questions about data in real-time

  • Improve client engagement and satisfaction

  • Streamline communication and reduce email back-and-forth

Tips for Effective Client Messaging

  1. Choose a messaging tool that integrates well with your workflow

  2. Train your team on how to use the messaging feature effectively

  3. Set clear expectations with clients about response times

  4. Use messaging to proactively explain data trends or anomalies

Follow these steps to enhance your Swydo reports and dashboards with client messaging functionality.

Messaging Tool Integrations & Help Documents

Below is a comprehensive list of available chat and messaging integrations.

Also included are direct links to help documents that will walk you through the process of setting up client messaging using code snippets.

Still need help after reading this article?

Please explore our help center further or reach out to our support team (support@swydo.com).

You can also schedule a demo to get an answer to all your questions.

Happy reporting,
The Swydo Team

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