How setup Lead Collection
- How setup Lead Collection
- What is Lead Collection?
- How to enable Lead Collection?
- Options in Lead Collection Settings:
- How Lead Collection Works?
- How to access collected leads?
- Export the leads to CSV
- CSV file advantages
- AI driven lead collection
What is Lead Collection?
Lead Collection is a powerful feature of ChatLab that allows your chatbot to gather essential visitor details such as name, email, or phone number. This information can be invaluable for identifying your customers faster and enhancing your engagement strategies. By enabling Lead Collection, you can ensure that you have the necessary contact details to follow up with potential leads effectively.
How to enable Lead Collection?
From the main ChatLab administration page, select Chatbots in the main menu, click on selected chatbot, select Settings and scroll down to Lead Collection.
Options in Lead Collection Settings:
- Message encouraging user to leave details: The message displayed to the customer when the Lead collection form appears.
- “Thank you” message after submitting the form: The message displayed to the customer after leaving the details.
- Require Privacy Policy consent for lead collection: You can link to your website's policy for users to accept.
- Show lead collection form: you can collect leads in three different ways: by triggering form after x messages, by custom AI-Driven Detection and by smart lead detection from text.
- Fields to Collect: You can choose which information you want to collect: Name, E-mail and Phone. You can also edit the default text displayed next to the labels.
How Lead Collection Works?
When the Lead Collection feature is enabled, visitors interacting with your chatbot will be prompted to fill out a form requesting their contact details. This form appears after a specified number of messages or at the beginning of the conversation, depending on your configuration.
How to access collected leads?
From the main ChatLab administration page, select Chatbots in the main menu, click on selected chatbot and select Leads.
Export the leads to CSV
In order to export leads to CSV, click on Export to csv file button.
CSV file advantages
A CSV file (Comma-Separated Values) is easier to interpret and organise by programming languages. It is especially useful when dealing with large datasets.
AI driven lead collection
AI-Driven Lead Collection aims to simplify the lead gathering process for ChatLab clients. When you activate the "AI-Driven detection" feature, the system will begin collecting leads based on a prompt that suggests optimal moments for the chatbot to ask users for their information. If you find the suggested timing unsuitable, you can enable "Use custom instructions for AI-Driven detection." This option allows you to create your own tailored prompt to meet your specific needs.
For example, you could instruct the AI to display a lead collection form after every sentence containing an even number of words. This flexibility enables you to manage your lead collection strategy and test which method proves most effective for your business.