Wonderchat Documentation
  • 👋Welcome to Wonderchat
  • Overview
    • ⚖️Pricing
    • ✨Our Features
    • 🔍Content Overview
  • Setup Guides
    • 📪Setting up your Chatbot
      • Creating Your First Chatbot
      • How to set-up a Spontaneous Greeting Message
      • Setting up Multi-lingual Chatbots
      • How to Pick Between Source Citations Options For Your Chatbot
      • Add Suggested Questions to your Chatbot
      • Selecting Between AI models for your chatbots
      • How to Crawl and Update Private Sites
      • How to Customize Your Notification Settings for Your Chatbot
    • 🤖Training your Chatbot
      • How to add or delete webpages or websites from your chatbot
      • How to manually update your Chatbot website link for Re-Crawling
      • How to use PDF and website links simultaneously as data sources for your chatbot
      • How to upload Videos and Audio files into Wonderchat
      • How to add or delete PDFs from your chatbot
      • Writing Support Documentation for AI Chatbots
    • 🖥️Adding your Chatbot to your website
      • How to Embed a Chat Widget
      • How to Embed a Chat Screen
      • Embedding for Wix
      • Embedding for Shopify
      • Embedding for WordPress
      • Embedding for Drupal
      • Embedding for Webflow
    • ✍️Correcting your Chatbot
      • How to Set Up Chatbot Corrections
      • How to Resolve Pending Corrections
      • Export and Import Corrections
    • 💅Styling your Chatbot
      • How to Adjust Chat Widget Size
      • Customizing Your Chatbot's Style and Color
      • Using Custom CSS to style your chatbot
    • 👨‍💼Human Handover for your Chatbots
      • AI Chatbot Handover to Human Support via Email
      • How to Set Up Live Chat within Wonderchat
    • 📇Collecting Leads with your Chatbot
      • How to set-up leads generation sequences
      • How to collect user names, emails and phone numbers from users
      • Turning on email notifications for every new lead collected
      • [For Enterprise Users] How to Route Chats by Topic to Sales Representatives
    • 🤝Sharing your Chatbot
      • How to Share Your Chatbot Publicly
      • How to Add Team Members to Wonderchat
    • 🔋Using Chatbot Tools
      • Set-up Custom Chatbot Tools
    • ⚙️Adding Chatbot Workflows
      • Set-up Chatbot Workflows
  • Integration Guides
    • Active Campaign
    • Calendly
    • Freshdesk
    • HubSpot
      • Adding Wonderchat Tags to Hubspot
    • Shopify
    • Slack
      • Slack (via Zapier)
    • Twilio
    • WhatsApp
    • Zapier App
    • Zendesk
    • Google Drive
    • Microsoft Sharepoint
    • Facebook Messenger
    • Discord
  • FAQ
    • How To Exclude VAT/GST Charge at Checkout
    • How To Exclude VAT/GST Charge after Checkout (via Tax Refund)
    • How to Apply a Promo Code at Checkout
    • Upgrading Wonderchat Subscription
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On this page
  • Step 1: Go to Dashboard > Actions (⋮) > "Edit Chatbot"
  • Step 2: Navigate under "Lead Collection" tab
  • Step 3: Set your Lead Collection Settings
  • Lead Collection Settings
  • Step 4: Make sure to turn on "Lead Collected Email Alert"

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  1. Setup Guides
  2. Collecting Leads with your Chatbot

Turning on email notifications for every new lead collected

A Guide on How to Turn On Email Notifications for New Leads.

PreviousHow to collect user names, emails and phone numbers from usersNext[For Enterprise Users] How to Route Chats by Topic to Sales Representatives

Last updated 8 months ago

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Sometimes in order to respond to your leads quickly, you may want your Wonderchat bot to send out an email to notify you when a new lead is collected.

Here's how to receive an email notification immediately when a new lead is collected:


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

Step 2: Navigate under "Lead Collection" tab

Step 3: Set your Lead Collection Settings

Lead Collection Settings

The Lead Collection Settings allow you to gather personal information from users to qualify chats and capture lead details such as their name, email, and phone number. These fields can be mandatory or optional, depending on your preferences. You can also customize the fields to suit your needs.

  1. Required Collection Button: Toggle this option to specify whether lead information (like name, email, or phone number) is mandatory during the chat interaction. If required, chat users must submit their information before being allowed to continue chatting with your chatbot.

  2. Collect Leads After [X] Messages: This setting allows you to specify when the chatbot will start collecting lead information. You can set it to trigger after a certain number of user messages (e.g., after the user sends two messages).

  3. Collect Email, Name, Mobile:

    • Enable the toggles to collect the user's email, name, or mobile number during the chat.

    • You can customize the message that asks the user for each piece of information. For example, “Please provide your email so we can follow up with you.”

  4. Add Custom Field: If you need to collect additional information not included by default, click Add Custom Field to create your own data collection fields.

Step 4: Make sure to turn on "Lead Collected Email Alert"

Once you enable lead collection email alerts, please ensure that the both the "collect name" and "collect email" options are at least activated.

Without these settings turned on, the chatbot will not have the information needed to email you the collected leads.

Upon turning on this feature, you will be able to receive lead information straight into your inbox every time your chatbot collects a new lead.

As shown above, once the “Lead Collected Email Alert” setting is enabled, the chatbot will automatically send an email notification to your inbox every time a new lead is collected.


If you have any more questions, feel free to reach out to us at support@wonderchat.io

📇
Click on 'Edit Chatbot"
Go under "Lead Collection" tab
Set and fill in your Lead Collection Settings
Turn on "Lead Collected Email Alert" to receive notifications
Sample chat of Lead-Generation Questions in Chatbot
Sample of Lead Collection Email Alert