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Aneta Koreba
Written by Aneta Koreba

Create and automatically update user attributes

Use Chatbot to gather information about your user

How it works

With automations, the behavior of your user can trigger a carefully thought-out automatic response on your part. Use Chatbot to ask your user questions, record the answers as "Custom attributes", and thus provide a more customized, more finely targeted, service.

Case study

In this example, you will ask a user if he or she has read your book. If 'Yes', ask a follow-up: If they have left a review. If 'No', ask an appropriate follow-up and try to steer them toward your 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, 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, create a specific email campaign for them exclusively, or perhaps use dynamic page content so the next time those users visit your site, you are not focusing their attention on a product they have already bought (or, in this case, a book they have already read).

Use the module, "Answer condition", for as many follow-up questions as you want. (Remember to create custom attributes for your questions in order to fully customize the app for your specific needs.)

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