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Maciej Rzadkowski
Written by Maciej Rzadkowski

Automatically add and update user attributes

Use Chatbot to gather information about your user

How it works

With automation, the behavior of your user can trigger a carefully thought-out automatic response on your part. You can use the Chatbot to ask your website user questions, record their answers as "Custom attributes" and this way provide a more personalised service.

Case study

In this example, we will ask a user if he or she has read your book. If they answer with "Yes", they will be asked a follow-up question whether they have left a review. If the answer is "No", then we will ask a different follow-up steering them in the direction of the book.

Create an attribute for each question to be recorded in, and the app will treat the user accordingly in future interactions.

  1. Go to "Data" -> "People". On the top left, click the three horizontal lines next to the word "Segments". Then, from the menu on the left, select "Client attributes" then click on the blue button on the top right, "Create".
  2. Since you will be giving the user fixed choices (Yes or No) select fixed choices as the attribute's Value type. Toggle to Allow multiple choices and set the Label and Value accordingly. Save and repeat these steps for each question in your automated conversation.
  3. Go to "Automations" -> "Create automation". For this simple example, use Page visit as the trigger then connect it to a short Delay to give the user time for a quick look at the site and make the conversation feel more spontaneous. Connect to the module, Bot message, as below:
  4. Click on the module, Bot message, and update the fields. In the field, Message type, you can modify the presentation of the message. (Find out about message display options in this article.) Toggle Save as attribute and select the attribute you created for this question.

Now, when the user answers the question, will know if the user has read your book and will update the user's attributes accordingly. You can then create a "Segment" of users who have read your book or create a specific email campaign for them only. You can also use dynamic page content so the next time those users visit your site, they will see suggestion what other books they could like (you surely saw this on Amazon or Netflix - works amazingly).

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