Information Capture in LeadBot Playbooks
When your site visitors interact with your LeadBot flows, there is some information you will need to collect in order to contact them again!
We introduced two information capture questions that you can add to your LeadBot flows!
- Email Capture
- Phone Capture
These questions are set up to be "smarter" than regular LeadBot questions, and will help your team capture better, and more accurate contact information from your leads!
How to Set Up Information Capture
- Create a new LeadBot Playbook
- In the LeadBot section of your Playbook, you can scroll down to the bottom of the page and you'll notice 3 button options:
- Add Question
- Capture Email
- Capture Phone Number
- When you choose "Email Capture" a pre-made question is added to your Bot Flow
The Email Capture question understands when a site visitor does not input an email during the flow. If the site visitor does not give an email as a response, the Bot will know to repeat their question, asking for the visitors email again.
This will ensure that the leads that are going through your bot flows are being qualified and your sales team will be able to follow up with them!
- When you choose Phone Number capture, a similar question is added to your bot flow
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