![]() On the left side you'll note that name and telephone number collected by the bot is included in the Drip person record. By way of example, see a sample customer Drip profile below. Note further that your quiz data will not pass unless your bot also collects a visitor's email address.Īfter a visitor engages with your shoppable quiz within approximately 15 minutes their information will be synced with your email platform. Note that you can pass data into multiple systems simultaneously. In the right hand panel, under CRM Integration, select your provider and follow the steps to connect your account to Gobot. After creating your quiz in quiz or product finder mode, and dragging the quiz / product finder element into the center panel of the bot builder (quiz building instructions here), you can opt to pass quiz data, including shopper responses and product recommendations output by your quiz), into your CRM or email marketing platform. You can easily pass valuable customer profile data collected by your shoppable quiz into your CRM or email marketing platform. Next, similar to the steps outlined above, click Configure a new account in the right hand panel and select a provider. In the right hand panel you can select what service you want the tag passed to. You can opt to pass the applied tag to your CRM and email marketing platforms as appropriate by selecting an integrated service in the right hand panel. Click here to learn more.ĭragging the Tag element into your chat flow or shoppable quiz flow tags a chatter once the conversation flow reaches that tag element. Step 3: Click Configure New Account and select your email marketing platform and listĮasy, right? If you follow the above steps, all emails collected by your bot will be automatically added to a campaign of your choosing in your email marketing software of choice.ĭon't use a separate email marketing platform? No worries! You can also use Gobot directly to send emails to website visitors chatting with your chatbots. Step 2: Click Show advanced options in the right hand panel Step 1: Drag the Email Field button into your bot script All you need to do is choose the email marketing system in the right hand panel (see images below) and connect it to Gobot. You can also use this functionality to trigger the sending of an email or email sequence by adding the collected email to an email list in one of the email marketing automation systems Gobot integrates with, e.g., MailChimp, Klaviyo, Drip, Aweber, Constant Contact, etc. Note further: none of the above data will be transferred unless your bot also collects a visitor's email address.īy dragging the Email Field button into your bot script you can get your bot to collect emails. Gobot, however, can still be used to enroll a chatter that has volunteered his or her email to an email list. Note: Awber and Constant Contact do not accept tags and events. We discuss each of these items below individually. Gobot sends chatter name, telephone address, email address, permissions, tags and custom properties/fields collected by your chatbot or shoppable quiz to your platforms. Gobot integrates with popular CRMs and email marketing platforms. ![]()
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