Tips, Tricks & Best Practices

JBrownless4
Participant

How do I use the 'customers' name on a ChatBot?

SOLVE

Hey

 

So, I'm building my first Bot.  I've asked the custoemr for thier name, how do I then add that to the flow there after so that I can make the converstaion personalised?

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jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

How do I use the 'customers' name on a ChatBot?

SOLVE

No problem! And yes — you will definitely want to have the contact created first. I usually collect email address in the first chatbot question since that will immediately create a contact in HubSpot (plus you'll have them captured in case they abandon the chat). 

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

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JBrownless4
Participant

How do I use the 'customers' name on a ChatBot?

SOLVE

Superstar, thank you.

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jolle
Recognized Expert | Partner
Recognized Expert | Partner

How do I use the 'customers' name on a ChatBot?

SOLVE

Hey @JBrownless4, thanks for reaching out! This is a great question.

 

You'll want to use a contact token within your chatbot message to pull in a property value stored on the user's contact record. You can select first name as your token to pull in that value within the message editor in the chatbot builder:

 

Screen Shot 2023-06-05 at 10.49.32 AM.png

 

Hope this helps!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

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JBrownless4
Participant

How do I use the 'customers' name on a ChatBot?

SOLVE
That’s super. Thank you – really helpful. One last Q. If they do not have a contact record i.e. I’m guessing we need the Bot to create one first?
0 Upvotes
jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

How do I use the 'customers' name on a ChatBot?

SOLVE

No problem! And yes — you will definitely want to have the contact created first. I usually collect email address in the first chatbot question since that will immediately create a contact in HubSpot (plus you'll have them captured in case they abandon the chat). 

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature