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Chatbots and virtual assistants can be a great source of new leads for your business. You can run various lead generation chatbot campaigns on multiple channels, including Facebook Messenger, SMS, and your website pages. Every purchase starts with a conversation, and your virtual assistant is a perfect tool to get these conversations going.
In this guide, we will check various options for chatbot-powered lead generation and show you how easily Activechat can handle even the most complex lead generation scenarios.
Some features described in this guide will require a basic understanding of a visual chatbot builder in Activechat. Please check this introductory guide to building conversations visually if you didn't do it yet.
Since every part of conversational AI in Activechat is based on various chatbot skills, you should use exact same approach with your lead generation campaigns. The process is extremely straightforward:
- Design a conversation flow for your lead generation campaign
- Trigger this flow in a certain communication channel
- Collect lead data and send it for further processing
We'll start this guide by building a simple lead generation sequence that can be used to collect visitors' data on your website pages. The basic parts of this flow are:
- 1.The Hook. Something that grabs your visitor's attention and invites him or her to chat. The hook can be a simple message, a question that continues the inner dialogue that customers may have in their mind, an offer, or anything else that is interesting enough to get the customer's attention.
- 2.The Flow. This is a quick engagement flow that builds a quick relationship with a customer. The goal is to collect data about the customer that will be used to rate and classify this lead and lay some foundation for further interactions (like arranging a call or visit).
- 3.The Integration. This part of a chatbot lead generation flow will send lead details for further processing. It can be a simple email sent to your virtual assistant's admin address, or a more complex integration when lead data will be pushed directly to your CRM or another backend.
Let's start with an extremely simple lead generation campaign that will be triggered right from the beginning of a conversation. That means we can put the whole flow into the /start skill of your virtual assistant.
Lead generation chatbot hook
Example of a lead generation chatbot hook
If you are following the guide and building this skill in a visual flow builder, don't forget to hit the blue "RUN" button in the top right corner of your screen to deploy your changes to the cloud virtual agent.
Let's suggest that the offer in the hook is attractive and the customer clicks the "Sure! Please do." button. Now we have to get the customer's data and send the actual coupon.
Once your visitor is ready to get the coupon, we need to get some data in exchange. For simplicity, let's limit this data to the visitor's first name and email.
Since we may have multiple lead generation campaigns with different hooks but similar flows, it makes sense to arrange this part of a conversation as a separate skill. It will allow you to re-use the sequence later in other similar situations by triggering that skill.
Let's hit the "+" button in the visual builder and add a new skill, naming it something like "send_coupon" (you can choose any other name if you want, just keep in mind that only Latin characters, digits, and underscores can be used.
Adding a new skill to your virtual assistant
Let's start building the flow for your new skill:
Lead generation flow in the visual chatbot builder
Here's how this skill will render in the actual conversation:
Lead generation chatbot skill in action
If you check the list of Conversations, this lead will be already there:
Lead data in the visitor's profile in the live chat CRM
Ok, now that we have the customer's data, it's time to send the coupon. You can do it in multiple ways (for example, by setting up automation in your email platform or CRM), but for now, let's just send an email through Activechat.
Sending emails from a chatbot conversation
In the example above, we used the second EMAIL block to send the lead details to our own example address. This approach is ok for manual lead processing and if the number of leads you get is quite small. Here's how we craft the notification email with attribute values that we get in the conversation previously:
Using custom attributes in the email message text
Certainly, this kind of manual lead processing is not an option for larger campaigns with hundreds and thousands of new leads. In this case, some advanced approaches can be used.
There is a number of approaches that you could use to store and process lead data in Activechat. Let's briefly check the available options.
Click the link below to read more about Google Sheets integration in Activechat.
Zapier can help you send new leads to most CRMs (Salesforce, Hubspot, Zoho, Freshdesk, etc).
Click the link below to read more about Zapier integration.
The same JSON block mentioned above can be used to send lead data from your virtual assistant to any custom API that your backend system may have. To build this kind of integration, you may need some assistance from a developer.
If you need help integrating your virtual assistant into your business framework, don't hesitate to ping us at [email protected] for advice. We can suggest the most efficient integration option and even do the development for you.
Making your automated conversation as fool-proof as possible should always be a goal for a conversational designer. Activechat has a set of tools to validate data entered by customer and ask for corrections if the format is not valid.
Let's add a quick email validation sequence to the lead generation flow that we've built before:
Email validation in the lead generation chatbot flow
We're using the VALIDATION block to check if the value in the $_email attribute is actually an email. Next, we use the SWITCH block to check the validation result in the $_validation_result system attribute. If it is true, the "=true" exit of this block will be triggered and the flow will continue to the next TEXT block asking for the customer's name. But if the validation fails, the SWITCH block will continue to another TEXT that informs the customer about the problem and asks to re-enter the email, returning the flow back to the LISTEN block.
You can connect your lead generation chatbot flow to the Facebook Ads campaign to get new leads from conversations on Messenger.
You can also customize lead generation flows for different pages of your website and introduce advanced features like triggering the conversation after specific time spent on a page or a specific number of visits.