BotStar Ultimate Chatbot Course #4 – Collect Leads, Bookings, and Orders via Your Chatbot

In this lesson, we will help you attain your chatbot become more advanced to collect an ordering, a booking, or any investigates from purchasers. Imagine that if you have a business such as a fashion shop, a hotel, a eatery or e-commerce business, etc, and you want to keep track all customers information, then this is the right lesson for you. In this lesson, we will talk about 5 facets that we think are suitable for this course determination. First, we will use Flow Variables to capture information from chat consumers which can be used in the future. Second, we will use Checkpoint to save our fashion orders in one place. Third, we will cover how to use User Attributes and Tags for segment purchasers in the future. And then, we’ll talk about how to use Filter and transmit Broadcast based on user aspects and calls that we have set up.Finally, we will guide you on how to transfer customer’s orders from BotStar to Google Sheet through integration. Let’s start with the first part in creating Flow Variable inside our chatbot to accumulate client input. We will capture the commodity patron want to buy, deliver message, patron email, and then use those variables to confirm their succession. First, enable Expect User Response, to collect the response of your customer. From there, these responses are stored under the name of the block like this. Click the Add Variable button to create a new variable. Enter a identify for it and characterize the Variable Type. Now, let’s do the same wars with same blocks, to collect Size, Quantity, Delivery Information. These “re all the” variables we will need.After that, lag& drop the Update Variables action right after all blocks to earmark these responses to variables and then enter a name for it. Go to the Properties panel of Update Variables action. Set formed variables to the corresponding ethic. Once it’s done, all previous user’s responses, will be automatically stored in corresponding variables. Ultimately, we will create a confirmation block and slip these Variables into the content of the block to confirm the customer order. That’s it, the bot is ready. Here’s the result after you test! After employing Variables to confirm the dictate, you can also use those variables in Checkpoint, to automatically obtain& save seeks, and then notify you new tells through email. First, let’s go to Checkpoints Click on Create& Collect Your First Checkpoint button to start creating your first Checkpoint.Enter a list for your Checkpoint. Click on+ Field in the Custom Fields to create Checkpoint environments. Choose the refer for each orbit and select the Data type is Text. The theory is that you will create Checkpoint plains corresponding to Flow Variables and designated it as the default value to save the data. If you want to move your successions, you can create the Delivery Status field in Checkpoint Setting with Tag data type.Similarly, do the same to create the remaining Checkpoint studies. Dont forget to save, otherwise, the changes wont take effect. Go back to your flood. Drag and put a Save to Checkpoint action next to the Confirmation Block. and select the formed Checkpoint in the Save to Checkpoint. After the determining, your checkpoint will automatically set to default values. If you require your bot to send notification emails about brand-new orderings, lag an Email to Operator action right after the Checkpoint. You can adjust the subject line, email material, add bot owner and collaborators’ email addresses into the Action Configuration. Great work! Let experiment our spring in preview. After crowding all indications, you will have the data in Checkpoint like this. And you will receive the New Order notification email like this one. Now we will learn how to automatically manage, and keep track of customer’s information using the Custom Attributes and then categorize purchasers with Tags.Now we are in our chatbot pour. Click Data panel and go to User Attributes. Choose to Manage User Attributes and originate 3 subjects are Name, Email, and Telephone number. to collect& save the figure, email, phone number of the customer. Go into the “Module Customer Information” and lag the Update Variables action after initiated blocks obtaining customer’s information. Then drag the Update User Attributes action, next to the Update Variables action, to update User Attributes automatically. Click the Update User Attributes action, and mounted created attributes to the corresponding value.Drag the Tag action next to the Save User Attribute. And contributed a call name is Acquired Customer. Now, every time the conversation goes through this spot, “the consumers ” will get tagged with the price you have already set. Once the Update User Attributes and Tag action are set when customers interact with the bot, you will see their data appear in the Audience Details like this. The Attributes that bot receives from Facebook will show up at the top left row, while the Custom Attributes you cause yourself are at the bottom left reces. That is how our consumer peculiarity and tag aspect work in the system. And now, in this part, we will guide you on how to use that user attribute, and label to filter purchaser and send the broadcast message to our those customers. Let’s assume you want to send a coupon, that dedicates thanks to purchased clients , now we are going to show you how to do it.First, going to see Messages> Broadcast. Click on New Broadcast or Broadcast your first meaning to create your first Broadcast. Choose a mention for your broadcast. Then form your themes into the Text Message. Or select “Existing Block” to send letters to the subscribers applying a created block in Flow Editor. Choose your Broadcast’s content type is promotional. Filter broadcast recipients by “Purchased Customer” Tag or User Attribute. If you’d like to send the message right away, exactly click on the Send immediately option. To planned, the broadcast sends at a different hour, click the Schedule For Later option. When youre finished with these settings, the last step is to click the “Create” button. Here is an example of how themes are received via your customer’s messenger: In this final part, you will learn how to integrate BotStar with Google Sheet. First, log into your Google account. Create a spreadsheet mention Monoco Shop purchasers orders.And fill in the information you want to save in Google Sheet. Then go back to BotStar App, go to Integrations. Turn on Google Sheet. Connect your Google account. Return to Module Shopping of Monoco Shop chatbot spring, and then drag and cease Google Sheet Update block after the Checkpoint action. We will Prepare up the Google Sheet Update block like this. Now, test the flow. After typing all the information, go to the spreadsheet Monoco Shop patrons tells, to consider the research results. Here is what we will see.Congratulation. After 4 lessons, youve once constructed a basic chatbot for the Fashion shop. In the next task, you will learn how to soften your chatbot. So don’t miss the next exercise !.

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