Lead Generation Sequences

A Guide on Using Your Chatbot to Create Lead-Generating Sequences.

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You can use your chatbot to generate lead generating sequences.

A leads generation chatbot would usually ask the site user a series of questions to be able to gather enough information about the site user before asking for their contact.

To set up the leads generating sequence, we recommend that you use the feature known as “Preset Messages”. Here's how:

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Step 1: Go to Dashboard > Actions (⋮) > "Edit Chatbot"

Click on "Edit Chatbot"

Step 2: Navigate Under the "General" Tab

Navigate under "General" tab

Step 3: Scroll Down to "Chat Message Settings"

Scroll down until you see "Chat Message Settings"

Step 4: Add Your Lead-Generation Question Sequence

Go to "Preset Messages". Fill in your lead-generation questions.

Example of Leads-Generation Questions

Preset Messages

• Preset messages are part of the question sequence used to qualify your leads.

• These messages guide users through specific questions to collect valuable information, such as their preferences and contact details.

• At the end of the sequence, you can request the user's email for follow-up communication.

After Number of Messages

• The "After [X] Messages" option lets you specify when the chatbot should initiate the preset messages.

• For example, if set to “1”, the chatbot will trigger the first preset message after the user sends their first message.

• By using preset questions, you can guide users toward providing answers that help qualify them as leads.

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If you have any more questions, feel free to reach out to us at [email protected]