Tickets & Conversations

doter
Participant

Can cookie associated with a contact be used to fill in contact variables in a chatflow?

SOLVE

Hello everyone,

I am creating a bot that Targets specific visitors using segmented lists.

In theory, the visitor has been identified as a contact that belongs to a segmented list by the hubspot cookie so this bot will only show up then. If so, if I create a chatflow for this target visitor then will their name be shown in the chatbot as shown below? 

doter_0-1675468695930.png

Any help is much appreciated!

0 Upvotes
1 Accepted solution
kvlschaefer
Solution
Community Manager
Community Manager

Can cookie associated with a contact be used to fill in contact variables in a chatflow?

SOLVE

Hi @doter,

 

Thanks for reaching out!

 

In order for personalization tokens to show a value, the contact viewing it must be a tracked visitor with a contact record in your CRM and a known property value for that token.

 

I also wanted to share this help article regarding using targetting rules. 

It states that you can target visitors from a segmented list as long as the visitor is considered a tracked visitor and is a member of the segmented list

 

If you need assistance with the chatflow setup or troubleshooting a contact, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and further information about this.

 

Best,

Kristen


HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
Learn More.

View solution in original post

0 Upvotes
3 Replies 3
doter
Participant

Can cookie associated with a contact be used to fill in contact variables in a chatflow?

SOLVE

This is very helpful. Thanks Kristen!

kvlschaefer
Community Manager
Community Manager

Can cookie associated with a contact be used to fill in contact variables in a chatflow?

SOLVE

Hi @doter,

 

You're very welcome, Federico! 

Glad to hear those resources helped 🙂

 

Have a great day,

Kristen

 


HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
Learn More.

0 Upvotes
kvlschaefer
Solution
Community Manager
Community Manager

Can cookie associated with a contact be used to fill in contact variables in a chatflow?

SOLVE

Hi @doter,

 

Thanks for reaching out!

 

In order for personalization tokens to show a value, the contact viewing it must be a tracked visitor with a contact record in your CRM and a known property value for that token.

 

I also wanted to share this help article regarding using targetting rules. 

It states that you can target visitors from a segmented list as long as the visitor is considered a tracked visitor and is a member of the segmented list

 

If you need assistance with the chatflow setup or troubleshooting a contact, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and further information about this.

 

Best,

Kristen


HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
Learn More.

0 Upvotes