Setting Up LeadBot

Updated 8 days ago ​by Conley Ernst

Can’t have someone available 24/7 to talk in real time to your leads?

We get it– you have lives. Luckily LeadBot is here to help! We can help automate conversations and capturing leads for you, so you don’t have always to be available.


LeadBots work in a similar way to regular campaigns, but they are more than just a single message. LeadBots allow you to create automated conversations with your customers. Run LeadBot and come back to sorted contacts and identified leads. So what’s in a LeadBot?

A LeadBot Contains a…

  • Greeting

  • Questions

  • Customer Response

  • Follow Up

  • Goals

Greeting

The greeting is a friendly message will send to your customer when they trigger LeadBot. This will prompt the customer to use the chat widget and engage with LeadBot.

Questions

Questions are what the LeadBot will prompt your users with to get a response.

Customer Response

The customer response is the customer’s response to each question prompted by the LeadBot.

Follow Up

The Follow Up is how the LeadBot responds to user input. Each follow up is triggered by certain input, either in the form of Buttons or Keywords. Individual follow ups can trigger the next action the LeadBot can take– this can be End Conversation, Proceed to Question, or trigger a Goal.

Goals

The Goal section is where you can set what you hope the results of your customer’s interaction with LeadBot will be. For example, if you want to identify what type of customers are interacting with LeadBot, your LeadBot goals could be to tag the types of users who interact with your site. So one goal could be labeled Small Business and when this Goal is triggered it can assign an attribute to that customer’s contact, in the form of Lead Stage Classification.

Conversations are ended once Goals are triggered, so make sure your message in the goal section is some sort of goodbye!


Here how to set up your LeadBot…

Select LeadBot

Select the LeadBot tab from the left sidebar. Click the green New LeadBot button in the upper right corner.

Name Your LeadBot and Set Your Greeting

Pick a name for your LeadBot and write it in the text field in the top left of the page, next to the pen.

Rename your #DriftLink in the yellow text field below the name. We suggest it is something short,  easy to remember, and relates back to the LeadBot’s name.

Keep your #DriftLink lower case!

Set your LeadBot’s Greeting! It will default to “Hey there!” unless changed.

Set Your Questions and Follow Ups

Write out all the questions that you wish to ask! To add a question click the button labeled Add Question. Write what you would like the LeadBot to ask in the text field under the title “What the Bot Asks”.

After you write your question, click New Follow Up to create a follow up. Follow ups can be either Keywords or Buttons.

For a general introduction for creating follow ups using Keywords, click here.

To make your bot as “smart” as possible, we recommend adding multiple follow ups to your questions. The bot will read your customer’s response and match it to the closest follow up that you provided. It’s always good to flag one follow up as the “default” or preferred follow up if there is no match.

Anything related to Questions is color coded in blue.

Set Your Goals

To add a Goal, click the Add Goal button. Use your Goals to set your customer’s Lead Stage Classification. Select the attribute you wish to set from the drop down menu under “Set Lead Stage” and write a closing message in the text field under the menu.

Go back to your Follow Ups within your Questions and set the path to your Goals based on how the user interacts with LeadBot.

For more information on Lead Stage Classification and using your goals, click here.

The attributes set through Lead Stage Classification both add specialty tags to your contacts (which can be viewed in Conversations) as well as allowing you to create segments and targeted campaigns– all automatically through LeadBot!

Anything related to Goals is color coded in magenta.

Save!

Once you’re done setting up your Questions and Goals, be sure to hit the green Save button in the upper right corner. Congratulations, you’re ready to use your new LeadBot!

Use Your LeadBot

LeadBot can be both added to LeadBot Campaigns and directly triggered through Drift Link.

To Create a LeadBot Campaign…

  • Create a new LeadBot campaign

  • Select the LeadBot you’d like to send and the inbox you’d like Customer Responses to go into

  • Target your campaign to the right audience

  • Review & Send

For more information on creating a campaign, click here.

Drift Links can be attached to buttons, sent in an email, you name it! When a Drift Link is attached to the end of a URL with Drift installed will automatically trigger that associated LeadBot.

For more information on Drift Links, click here.

You can edit your LeadBot at anytime by entering your LeadBot page and clicking either your LeadBot’s name or the Edit button to the right of the page.


If you run into any trouble or have any questions, let us know. We’re here to help!


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