Guide to connecting your website and LINE OA to the Lead inbox

Open the Sales channels menu and choose Channel settings. The first time, the screen is empty, with a Connect new channel button at the top right.

Pick what your business has. If you have both, connect both, as two separate channels.

• You have a WordPress website with a contact form or online orders: go to Connect a WordPress website
• You have a LINE Official Account: go to Connect LINE OA

1. Open the Sales channels menu and choose Channel settings
2. Press Connect new channel at the top right
3. In the window that opens, fill in 3 fields:
   • Channel type: choose WordPress site
   • Channel name: something easy to recognise, for example Main website
   • Default branch (optional): the branch that looks after customers from this website. You can change it later
4. Press Create channel

A window then shows the channel code and the signing key. Read the next topic before you close it.

The signing key is a secret code the plugin uses to prove that data really comes from your website. For security, the system shows it only once.

1. Press Copy next to Signing key (secret)
2. Paste it into the plugin on your website (topic 2.3), or write it down somewhere safe first
3. Tick I've saved the values. Only then can you press Close

Take care:

• Do not refresh the page, close the tab or go back before you have copied it. The value disappears and cannot be shown again
• Do not send the key by chat or email where others can see it. If you must send it to your web developer, delete the message afterwards
• If you lose it, no problem: press Issue new secret on the channel card (topic 4.4)

After you close the key window, Channel settings shows a card for this website. At the top is URL for website-side setup (webhook).

1. Press Copy next to the URL
2. In your WordPress admin, go to Settings and choose GORINY Lead
3. Paste the URL into Webhook URL and the signing key into Secret, then press the save button (บันทึก)
4. Press the test button (ส่งทดสอบ, "send test") on the same page and enter your own phone number

If the connection works, the plugin shows a green box starting "เชื่อมต่อสำเร็จ" (connected, GORINY received the data), and an entry named "ทดสอบระบบ (จากหน้าตั้งค่า)" (system test from the settings page) appears in the Lead inbox within a few seconds.

Good to know:

• The test entry is real. If you do not want to keep it, change its status to Junk later
• If the test phone number matches an existing entry, the system merges it into that entry instead of creating a new one
• If you send the same test again, the plugin says the data was already received and not counted twice. That means the connection is fine
• If you see a red or yellow box, look up the meaning in error codes from the test button
• The plugin checks the values for you. If the URL is malformed, it shows a red box and keeps your previous settings
• The small line "Send POST + header" under the URL is for developers. If you use the plugin, you can ignore it

The rest of the website setup is for your web developer, following README-install-TH.md inside the plugin file: setting up the server cron (needed so failed sends are retried automatically), making the phone field required in Contact Form 7, and connecting WooCommerce if you sell online.

1. Create the website channel first (topic 2.1). The download button is on that channel's card
2. On the website channel card, press Download plugin (.zip). The latest version number is shown next to it
3. In your WordPress admin, go to Plugins, press Add New, then Upload Plugin, choose the .zip file and activate it

Good to know:

• The file is named goriny-lead-connector-<version>.zip and includes the install guide README-install-TH.md (in Thai)
• To see which version your website has, open WordPress Settings, GORINY Lead. The version is in the page header. You can also check the Plugins page
• If your website's version is older than the number next to the download button, download the new file and upload it over the old one. Your settings are kept
• There is a second plugin called GORINY Mint Ref for a "chat on LINE" button on your website. It is separate from this plugin. See topic 3.6

1. Open the LINE Developers Console, choose your channel, go to the Basic settings tab and copy the Channel secret
   • It must be the Channel secret, not the Channel access token
2. In GORINY, open Sales channels, choose Channel settings and press Connect new channel
3. Fill in:
   • Channel type: choose LINE OA
   • Channel name: for example Shop LINE
   • Channel secret from LINE: paste the value from step 1
   • Default branch (optional): you can change it later
4. Press Create channel

The LINE channel card appears right away. There is no key window for LINE channels, because you already hold the original value in the LINE Developers Console. Next, set up the webhook on the LINE side.

At the top of the LINE channel card is Webhook URL (paste into LINE Developers Console).

1. Press Copy next to the Webhook URL
2. In the LINE Developers Console, choose your channel and go to the Messaging API tab
3. Paste the value into Webhook URL and press Update
4. Turn on Use webhook
5. Press Verify. It should say Success

Ask someone to send your LINE account a chat message. It will appear in the Lead inbox. Leads from LINE usually show No name. That is normal: LINE does not send the person's name. You can still reply to them in the chat.

1. On Channel settings, on the LINE channel card, press Paste Channel secret from LINE
2. Paste the new value from the LINE Developers Console (Basic settings, Channel secret) and press Save
3. The old value keeps working for a while, so messages already on their way are not lost. Once everything is running normally, come back and press Revoke on the old row in the table (check the date in the Created on column)

1. Open Sales channels and choose Codes & QR
   • If you have not connected LINE yet, a yellow bar says there is no LINE channel. Create a LINE channel first, because every QR code takes customers to your LINE
2. On the LINE OA id (QR destination) row, press the set button
3. Enter your LINE OA id, starting with @, for example @goriny-demo (you can find it in the LINE Developers Console, Basic settings), then press Save

You will see "LINE OA id saved". You can change it later with the Edit button on the same row.

When a customer scans the QR code, your LINE opens with a message ready in the chat box. When they press send, the system records which sign they came from.

1. Open Sales channels, choose Codes & QR and press Create new code
2. Fill in:
   • Placement branch
   • Placement: for example Front sign
   • Reference code: for example front-sign. Use lowercase letters, numbers and hyphens. It cannot be changed once printed on a sign, so choose it carefully
   • Channel and UTM are optional
3. Press Create code

1. On the code's row in the table, press QR / link

1. Press Download PNG (or Download SVG for a print shop) and use it on your sign

The opening chat message is filled in with a Thai phrase meaning "product enquiry", because it is the message your customers send and most customers in Thailand chat in Thai. You can change it in the window. Changing it does not affect source tracking.

In the Lead inbox, the Source column shows the placement name, for example Front sign. When you stop using a sign, press Deactivate on its row. Past customers keep their source history and earlier reports do not change.

It works like campaign codes and QR, except the customer presses a button on your website instead of scanning a sign. When they press it, LINE opens with a message containing a reference code [ref:...] ready in the chat box.

You need first: a WordPress site channel (topic 2.1), a LINE OA channel (topic 3.1) and your LINE OA id set

Download the plugin: download goriny-mint-ref (.zip) (you need to be signed in)

In short, ask your web developer to follow README-install-TH.md (in Thai) inside the zip file:

1. Upload the zip file to WordPress and activate it (this plugin has no settings page, which is normal)
2. Add 3 values to wp-config.php. All of them come from the website channel's Webhook URL and signing key (README section 2 explains how)
3. Add class="goriny-line-cta" to the "chat on LINE" buttons on your pages, as shown in the table in README section 3. No extra code is needed
4. Test: open a page with ?utm_source=test added to the address, press the button, and LINE should open with [ref:...] in the chat box. Press send and the entry appears in the Lead inbox with its source

If a reference code cannot be created at some moment, the button still takes the customer to LINE as usual, just without the code. You never lose the chance to hear from them.

1. On the channel card, under Branch that receives entries from this channel, choose a branch (choose Not specified if you do not want to link a branch)
2. Press the Save button that appears next to it

You will see "Branch saved". The change applies only to entries that arrive from now on. Earlier entries stay with their original branch.

1. On the channel card, under Messages per minute limit, change the number (new channels start at 300)
2. Press the Save button next to it

Messages over the limit are refused with code 429. On the website side there is nothing to worry about: the plugin queues them and sends them again by itself.

For LINE channels the system counts messages per minute. If the limit is hit continuously for a long time, LINE stops retrying and those messages are lost, so set the LINE limit comfortably high.

• Press Pause channel at the top right of the card. The status badge changes to Paused
• While paused, incoming entries are not lost. The system keeps them in Quarantine with the reason "Channel paused", but does not count them as leads
• Press Activate (the same button) to start receiving again

Good to know: entries that went to Quarantine while the channel was paused are not turned back into leads when you reactivate it. If one of them is an important customer, look up their name and number in Quarantine and contact them.

For a WordPress site channel:

1. On the channel card, under Signing key (secret), press Issue new secret
2. The new key is shown only once. Follow topic 2.2, then paste it into the plugin (WordPress Settings, GORINY Lead page, Secret field, then save)
   • The Secret field in the plugin is empty every time you open the page, for security. Leaving it empty keeps the current key. Only fill it in when you are changing it
3. The old key keeps working during the changeover. Once the new key is in your website, come back and press Revoke on the old key's row in the table

For a LINE OA channel: there is no issue button in GORINY. Reissue the secret in the LINE Developers Console and paste it in as in topic 3.3

The system does not let you revoke the last remaining key, because the channel would stop receiving at once. With only one key left, there is no Revoke button.

1. At the top of the channel card, press Rename next to the name
2. Type the new name and press Save (or Cancel if you change your mind)

Renaming only changes the label. It does not affect the URL, keys, branch, limit or any customer history.

Change the status from the dropdown in the Status column of that row. Converted is the final status and cannot be changed.

1. On the lead's row, press the three dots at the end of the row (the Actions button) and choose Convert to customer

1. The window gives you 3 choices. The system never links a customer without asking you:
   • Matching phone: existing customers whose phone number matches this lead (if there are none, this button is disabled)
   • Search existing customers: search by name or phone yourself. Useful for LINE leads without a phone number
   • Create new customer: create one from the name and phone number you have. You can edit them before confirming
2. To open a deal in the sales pipeline at the same time, tick Also open a deal in the pipeline and enter a deal name and expected value
3. Press Confirm convert to customer

After converting, the status changes to Converted and the three-dot menu offers a link to view the customer instead. A lead links to exactly one customer and this cannot be undone. If one phone number belongs to several customers (for example an office number), the system always asks you to choose.

Check in this order:

1. On Channel settings, is the channel's status badge Active? If it says Paused, press Activate (topic 4.3)
2. Look at Quarantine. If the entry is there, read the reason and fix it (topic 6)
3. On the website: open WordPress Settings, GORINY Lead, and look for a red warning box and the history table, then compare with the error code table
   • The phone field in your form must be required. The plugin does not send entries without a phone number
4. On LINE: in the LINE Developers Console, check that Use webhook is still on and that the Webhook URL matches the value on the card in GORINY (topic 3.2)

The current plugin shows its result as a coloured box with an explanation in Thai. If yours does not look like this, it is an old version: download the new one. This table also helps when you need to report a problem to your web developer or the GORINY team.

All channel settings (creating channels, keys, branch, limit, QR codes) are done by the business owner account. If you see a message saying you can view channel details but settings require the manage sales channels permission, sign in with the owner account or ask the business owner to make the change.