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How to customize the "Join Screenshare" patron message in LibChat

If your system has the Screensharing & Webinars module enabled and you click on the "Request Screenshare" button during a chat, the patron will automatically be sent a message inviting them to join a screensharing message. This message will include a link to join the screensharing session as an attendee, as well as a link to a Springshare FAQ in case they need any help.

Example patron message

If you'd like, you can fully customize this message, including:

  • Editing the text of the message.
  • Adding basic HTML tags to format the message text (e.g. <strong>, <p>, <em>, <a>).
  • Adding links to your own FAQs or LibGuides for help, feedback, etc.

Customizing the message template

Any LibAnswers Admin-level user who has LibChat enabled in their user account settings can customize the "Join Screenshare" message.

  1. Log into LibAnswers and go to Admin > LibChat Set-up.
  2. On the LibChat Settings page, click on the Screenshare tab.
  3. In the "Join Screenshare" Patron Message box, make your customizations in the Patron Message Template text box.
    • You must include the <a href="{{ joinURL }}" target="_blank" rel="noopener"> reference for the patron to receive the URL they need to join the screenshare.
    • You can use basic HTML tags for formatting, such as <p>, <strong>, or <em>.
    • The default message includes a link to our own help FAQ that's geared specifically towards helping patrons connect to a screensharing session (<a href="" target="_blank" rel="noopener">Check out this FAQ</a>). However, feel free to substitute a link to your own FAQ or LibGuide by replacing the URL in the href attribute.
  4. Once you've made your changes, click on the Update Preview link below the text box to see how your message will appear to patrons in the Preview area.
    1. If you do not want to keep your changes, you can restore the default message by clicking the Show Default Template link above the Patron Message Template text box.
  5. Click the Save Changes button.

The Join Screenshare Patron Message box

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