Edit the contextual menu

Customize the contextual menu for desktop and mobile viewers 

Pathmonk's contextual menu is located in different areas on desktop vs. mobile versions of your site. Desktop viewers will see the contextual menu shown on the right side of the screen while mobile visitors' contextual menu will be located at the bottom of the screen. 

Show/Not show Contextual Menu 

You can decide if you want to show Pathmonk's sidebar widget on all devices, only desktop, only mobile, or not at all. When critical actions on the website are made more visible, usage of them can increase.  

1. Go to Customization
2. Click Appearance & Display
3. Scroll to the tile: Contextual Menu
4. Pick your desired option in the dropdown
5. Save by clicking Update

Change tile 1: Hub

In the contextual menu, the first tile opens the hub. This card is a way to share some details about the company.  A couple of short sentences to help your visitors know more about your company or the services you offer.

Icon: 

You can change the content of your hub in the following way:

1. Click Customization in the top navigation
2. Select Micro-Experiences 
3. In the Experience dropdown select Hub Menu
4. Select the text you want to change. Note that each text field has automatic character limits.
5. Click the pen icon, change the text to your preference, and save with the tick icon

Change tile 2: Conversion goal

In the contextual menu, the second tile opens the conversion goal that is currently active for each user. This means a user in the Awareness stage will see the goal for the Awareness stage and a user in the Decision stage will see the goal that is set for the decision stage. It is recommended to use a generic icon text such as Explore.

Alternatively, this tile can open your "Welcome Large" experience including your welcome video. This is a good way to give your users a quick & personal explanation of what you are all about. In this case, it is recommended to use a relevant icon text such as Intro.

Icon:

You can change the icon text of this menu tile:

1. Click Customization in the top navigation
2. Select Micro-Experiences 
3. In the Experience dropdown select Menu
4. Move to the icon tile 
5. Click the pen icon
6. Click the pen icon, change the text to your preference, and save with the tick icon

Change tile 3: FAQ

In the contextual menu, the third tile opens the Frequently Asked Questions. It is recommended to use a specific icon text such as FAQ.

Icon:

You can change the icon text of this menu tile:

1. Click Customization in the top navigation
2. Select Micro-Experiences 
3. In the Experience dropdown select Menu
4. Move to the icon tile 
5. Click the pen icon, change the text to your preference, and save with the tick icon

You can change the questions & answers in that section. Learn more here.

Change tile 4: Support

In the contextual menu, the third tile opens a support function. You have four different options to choose from.

Chat with icon:

This option embeds your current support chat such as Intercom, Drift, HubSpot, Olark, Crisp, PureChat etc.

Welcome video with icon:

This option opens the "Welcome Large" experience including your welcome video. 

Contact form with icon:

This option opens a standard contact form. 

Redirect with icon:

This option redirects visitors to another page such as a help center.

Please check with Pathmonk's support to change the support tile setting.

You can change the icon text of this menu tile:

1. Click Customization in the top navigation
2. Select Micro-Experiences 
3. In the Experience dropdown select Menu
4. Move to the icon tile 
5. Click the pen icon, change the text to your preference, and save with the tick icon