Optimize automated email and telephone number acquisition

The collection of email addresses and phone numbers is essential for establishing an effective marketing and sales process. In this guide, you will learn how to gather this customer data through an automated flow application. By utilizing user input in a chatbot tool, you can simplify the process of lead generation and simultaneously promote interaction with potential customers.

Key Takeaways

With this guide, you can:

• Create a simple flow script that automates customer interaction.
• Encourage users to input their contact information and efficiently collect it.
• Automatically mark the chat history as completed after data collection.

Step-by-Step Guide

1. Creating a New Flow

First, you need to log in to your bot tool and access the flows section. Click on "Flows" to see an overview of your existing flows. To create a new flow, navigate to your folder and click on "New Flow."

Give your new flow a memorable name, such as "Email/Phone Flow," and click on "Create."

2. Starting the Conversation

Begin the flow with a warm welcome message to the new subscriber of your bot. Craft the message in a way that makes the user feel welcome—for example, "Hi, Leon! I'm thrilled that you've subscribed to my bot."

Include a question such as "How would you like to be contacted by me?" Here, you can insert two buttons: "By Phone" and "Via Email."

3. Selecting the Contact Method

When the user selects one of the options, a corresponding message is sent. For example, if they choose "By Phone," your message could be phrased as, "Great, please leave your phone number below so I can contact you."

Now you can add a user input to ask the user for their phone number.

4. Processing the Phone Number

After inputting, it's important to continue the interaction. Add an action that determines what happens after sending the phone number. For instance, you may want to mark the conversation as "done" or program another follow-up step.

5. Capturing Email Address

Repeat the process for the email address. Once again, create a message asking for the email address: "Please leave your email address below so I can contact you."

Also, add a user input here.

6. Conclusion of the Conversation

Once the user has entered their email address, you should also mark this conversation as "done." This way, your flow ensures that all relevant information is captured.

7. Testing the Flow

Before going live with the flow, test it in preview mode. Simulate a conversation flow and ensure everything works smoothly. Make sure all conditions are met, and the conversation ends correctly.

8. Applying the flow to your campaigns

Once the flow has been successfully tested, you can implement it in your marketing or sales processes. This is an excellent way to generate new leads and collect contact information from prospects.

Summary

In this tutorial, you have learned how to capture email addresses and phone numbers of users by using automated flows. By designing clear user interactions and addressing them purposefully, you can improve the quality of your leads and simplify the communication process.