topic Chatbot Attribution - How can I find 'leads' that converted via a specific 'chat flow'? in Reporting & Analytics

Chatbot Attribution - How can I find 'leads' that converted via a specific 'chat flow'?

ASaigal3 — Fri, 09 Apr 2021 14:02:15 GMT

We set the property 'inbound demo request = yes' when the visitor fills in the demo request form via the chat bot. How can I find a list of these leads?

I tried doing 'Original Source Drilldown-1 = Conversations' but that doesn't seem to give the right answer as the numbers do not match for the list that is generated (which also is a generic list of all chat bots rather than a specific list of a particular chat flow).

Would you recommend creating a new property within the chat flow (once a lead fills in the form that new property gets updated) - and then creating a list based on that property?

Re: Chatbot Attribution - How can I find 'leads' that converted via a specific 'chat flow'?

TitiCuisset — Mon, 12 Apr 2021 10:08:32 GMT

Hi @ASaigal3

Thank you for reaching out.

I want to tag some of our experts on that - @Josh @Mike_Eastwood @Dan1 what would you suggest for @ASaigal3 on this?

Thank you!

Best

Tiphaine

Re: Chatbot Attribution - How can I find 'leads' that converted via a specific 'chat flow'?

donrua — Thu, 15 Jul 2021 16:56:38 GMT

Trying to determine the most efficient way for me to see what chat interactions turned into. Just knowing the chat completed isn't enough. Want to see in terms of leads created, MQL, deal pipeline or Lifecycle stage. Any of those

Re: Chatbot Attribution - How can I find 'leads' that converted via a specific 'chat flow'?

AHoltzapple — Tue, 26 Oct 2021 19:59:26 GMT

I'm having the same issue. Any suggestions on this?

Re: Chatbot Attribution - How can I find 'leads' that converted via a specific 'chat flow'?

ASaigal3 — Wed, 27 Oct 2021 10:28:16 GMT

I was able to resolve the issue by building a custom report and then adding (1) contacts (2) deals and (3) conversations to the report. When you do that in the filter section you can choose 'Chatflows' and select specific chat flows from which you want to get the list of deals created, MQL, etc. Hope this helps.

Re: Chatbot Attribution - How can I find 'leads' that converted via a specific 'chat flow'?

AHoltzapple — Wed, 27 Oct 2021 12:36:58 GMT

This worked! Thank you. Have you went a step further to figure out how to segment these people into a list or workflow?

Re: Chatbot Attribution - How can I find 'leads' that converted via a specific 'chat flow'?

ASaigal3 — Thu, 28 Oct 2021 15:41:56 GMT

That's awesome! I did not create another list or workflow (and not sure whether it is possible to do so); however, when you do the above steps you'll have a list of contacts that you can export - if that is a relevant option for your use case.

Re: Chatbot Attribution - How can I find 'leads' that converted via a specific 'chat flow'?

DChepik — Thu, 30 Mar 2023 08:45:36 GMT

A custom solution for this case would be using custom properties:

Create a custom property like "Chatflow Origin". I recommend creating it a selection property with as many values as chatflows exist.
Use action in chatflow. After the emaill > Set Contact property: "Chatflow Origin"
Then you can filter by that property for lists, reports or workflows.

P.D. You can also set the property value for normal chats via workflows

Re: Chatbot Attribution - How can I find 'leads' that converted via a specific 'chat flow'?

Donalisio-Dani — Thu, 30 Mar 2023 09:31:55 GMT

after @DChepik support and as a fallback for past chats:
1- Create a custom contact property, which is single line text
2- Create a conversation workflow with trigger Chat Flow is any of (select the chatflow) and then copy the property value, Copy the Chat Flow conversation property to the created contact property and activate and enroll the past conversations

3- You can now use this contact property to create lists, reports or other workflows.

Re: Chatbot Attribution - How can I find 'leads' that converted via a specific 'chat flow'?

DChepik — Fri, 21 Apr 2023 09:33:46 GMT

Hello @Donalisio-Dani

I was reviewing this today again and I came with an extra level of complexity to bring this custom property close to a source.

We add a ramification filtering for the create date: