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Get more done with Tidio and CrossCap integration

Line the chat up with the campaign calendar you keep in CrossCap.

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Integration availability depends on your Tidio plan.

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Category

Project Management

Integration availability depends on your Tidio plan.

Compare plans

Use cases

What you can do with Tidio and CrossCap

Stop being surprised by a launch

What is starting this week in CrossCap reaches the inbox before it goes live, so the first customer question is not the announcement.

Answer for the offer that is running

Agents can see which CrossCap campaign is live and what it includes, so nobody promises last month's discount.

Show what a campaign costs in questions

Conversations tagged to a CrossCap campaign show which promotions generate confusion, which is a number marketing rarely gets.

Catch the wording problem early

A spike of the same question during a CrossCap campaign is a signal to fix the message while it is still running.

Overview

CrossCap holds the marketing calendar: which campaign runs when, who owns it and what it costs. Support usually finds out when the questions arrive. Connected to Tidio through Zapier or the Tidio API, the chat knows what is live, so agents are briefed before a promotion starts, and the questions a campaign generates are counted against the CrossCap record it came from.

Key features

  • Brief the team before launch using the CrossCap calendar rather than a forwarded email
  • Know which campaign is live so an offer mentioned in chat is one that actually exists
  • Report questions per campaign against the CrossCap record they belong to
  • Flag the confusing promotion while there is still time to change the wording
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CrossCap

Project Management

Tags

  • Project Management

  • Team Collaboration

How it works

Connect CrossCap in minutes

  1. 1

    Connect Tidio and CrossCap

    Link them with Zapier or the Tidio API and choose which CrossCap campaigns and dates reach the inbox.

  2. 2

    Tag conversations to campaigns

    Map the questions a promotion generates back to the CrossCap record so the count is automatic.

  3. 3

    Plan with the feedback

    CrossCap keeps the calendar, and the conversations show how each campaign actually landed.

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Frequently asked questions

Common questions about the CrossCap integration

What does support see from CrossCap?

The campaign details you share, usually the name, dates, the offer and the owner. CrossCap stays the planning system and nothing about budgets has to be exposed.

How are conversations linked to a campaign?

By tag or by timing, depending on how you set it up. Once linked, the number of questions each CrossCap campaign generated can be reported like any other measure.

Is the CrossCap integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the CrossCap integration.