Lead Capture Tools

Edyta7510
Guide

Conversions from chat bot

SOLVE

Hi All, 

I have enabled a bot on our website that pushes visitors to certain pages to download a whitepaper (they do it from a landing page). 

For the contacts that converted on the landing page, there is absolutely no bot-related activity registered. I would like to know which contacts converted after interacting with the bot, how can I accomplish this? 

 

Thanks

1 Accepted solution
Jnix284
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Conversions from chat bot

SOLVE

@Edyta7510 There are a few ways you can do this - either through creating a list, running a workflow or building a report.

Either way, you would use the activity filters for "conversation with bot" to establish your criteria and could combine it with the form conversion.

 

Jnix284_0-1657662720401.png

Have you already tried using these criteria? How do you plan on using the info (do you need a list, report, or some other action via workflow)?


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin

View solution in original post

3 Replies 3
Jnix284
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Conversions from chat bot

SOLVE

@Edyta7510 There are a few ways you can do this - either through creating a list, running a workflow or building a report.

Either way, you would use the activity filters for "conversation with bot" to establish your criteria and could combine it with the form conversion.

 

Jnix284_0-1657662720401.png

Have you already tried using these criteria? How do you plan on using the info (do you need a list, report, or some other action via workflow)?


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin

Edyta7510
Guide

Conversions from chat bot

SOLVE

@Jnix284 many thanks for this!!! 😄 

I wanted to see what was the impact of my bot on conversions, how many people who engaged with the bot finally converted. 

kvlschaefer
Community Manager
Community Manager

Conversions from chat bot

SOLVE

Hey @Edyta7510,

 

Thanks for reaching out! 

 

I wanted to invite our community members to this conversation. 

Hi @Phil_Vallender@Jnix284@danmoyle - Do you have any tips or workarounds on tracking chatbot conversions for @Edyta7510

Thank you!

 

Best,

Kristen


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