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How to Use Chat-bot Builder Elements


Message

This element is always the start of a flow. SendPulse allows adding a variety of elements to this block.

Text is a default element. Type a message in the input field.

You can personalize text messages. To do this, click on the “{}” in the right corner of the text field and choose a variable from the drop-down menu. Each user will receive a message with a value of the given variable from their contact info in your auditory list.

Saving a button in a message

You can add the following types of variables:

  • Custom variables for contacts. You can transfer variables when a user subscribes. Set and update variables manually in the "Audience" section. Set and update variables automatically in the flow with the following elements: "Action - set variable," "User input," and "API request."
  • System variables. You can insert the text of the last message from the subscriber using the last_message variable. You can also display the subscriber ID using contact_id.
  • Global variables. You can create your own variables in the bot settings and use messages with predefined values that will be general to all of your subscribers. By default, $bot_name and $bot_id are available.

You can also format text to better visualize and highlight information.

Button can call the next message in the flow. For this, specify the name of the button and link it to the next block. Otherwise, the button can transfer a user to a website. For this, specify the name of the button and add a link to a website. 

Click the "+ Add button" to add a button to the message.

Adding a button to a message

Select the type of button: "Continue flow," "Link" or "Payment."

Name your button in the first field. Note, you are limited to 20 characters. Also, you can add emoji to the button’s text.

The text on the button should be easily understandable - it’s important for users to understand what will happen when they click on the button and know what specifically they need to choose. Make sure that the next element in your flow corresponds to what the button says it will do to maintain the logic of your bot.

For a button with the "Link" type, you can also attach a link to a third-party resource.

After the button details are set, click "Add."

Saving a button in a message

Not more than three buttons can be added under one element.

To add an additional element to the "Message" block, click "Add" and select the necessary element.

Adding new elements to a message

Image allows you to send pictures in a message. Click the "Select file" button to upload an image from a computer or a device, or drag the necessary file to the upload area.

Uploading images to a message

Card is an element where users can present anything they sell. It can contain an image of an item, its title, description, and a button. To add several cards, click the "+" button.

The service allows you to add up to ten cards in one element. To switch between the cards, click the arrow buttons. To delete a card, click the cross button. 

If you add two or more cards in the editor field, they will show up in a row and go beyond the block.

File lets users sharing documents with their subscribers. Click the "Upload from disk" button or drag a file into the upload area to add it to the message.

Delay imitates typing. Specify the time in seconds during which the input indicator will be displayed to a subscriber.

Input indicator details

A message is not sent when the indicator is shown. Correlate the time of typing and the size of the message it is displayed before.

User input provides an opportunity to collect contact data from subscribers. Add a question and select what information you want to receive.

You can also choose the period to wait for a response from the user. If the user does not respond within the selected time, the wait for a response from the user will expire and the chatbot will no longer check the entered data for validity to record user's response.

You can divide your scenario and send the next message, depending on whether the user entered the requested data (green dot branch) or not (red dot branch).

Quick reply is a short answer in the form of a button. A subscriber clicks this button, and the text is sent as a message in a chat triggering the corresponding flow. Click the "Quick replies" button to add a quick reply.

Adding a quick reply

Type the text and press "Enter" to save it. The input field in quick replies is limited to 20 characters. Click the cross in the quick reply box to delete it.

Delete an element with the bin button, move it up and down with the arrow buttons. The buttons appear when you pause a mouse pointer on an element.

Flow

It allows you to link another flow to the one you are creating. Drag the "Flow" block to the editor and link it to a button or a quick reply, which will trigger this flow. In the "Flow" panel, open the "Start another flow" drop-down menu and select the flow you want to add.

Selecting a flow

Action

This is a flow element that is not visible to a subscriber.

Choosing an action

You can add the following “Action” elements:

  • “Open the chat” - personal chat with an admin will be opened. Use to prioritize dialogue. The "Open the chat" action moves a conversation to the "Open" tab in the bot chats.
  • “Unsubscribe from bot” - unsubscribe a user from bulk and automated messages.
  • Add tag - create a tag, that will be attached to a user for the future segmentation of your campaigns.
  • “Remove tag” - remove an assigned tag from a user.

  • “Add variable” - update the value of a variable in your auditory list here or create a new variable.

    For numbers and dates, you can specify dynamic values. To add or subtract the value of a variable, type in the value +1 or -1. If the current value is empty, the count will be zero for numbers and the current date for dates.

  • “Send webhook” - send a POST request with user data to your external URL. To add an action to flow, drag the action element into the editor. Select the "Action" element panel.
  • Create deal — you can set up automatic deal creation in CRM when user performs a certain action, for example, clicking Buy button.

Link the "Action" element to a button or a quick reply, which will trigger this action.

Filter

Segment customers based on their personal information and history of receiving your previous messages. Select the "Filter"element in the left sidebar and drag it after the element that will start your branching scripts.

Then select the condition itself. You can filter by:

  • variable value (all types - string, number, email, phone, and link);
  • assigned tag;
  • participation in the flow;
  • campaigns received

Combine conditions by adding the operators “any” or “all,”, or add independent additional conditions.

After adding conditions, add the additional flow elements to each of the Filter element options if the condition is met (green dot) or not met (red dot).

Pause

It is a period during which no automated messages will be sent to a subscriber. It can be set in minutes, hours, or days.

Also with the "Pause" element you can set the condition for the next element of the flow: send always or if the subscriber did not interacted with chatbot.

API Request

Send requests to a third party server to create objects or retrieve data. Get data and use it in your chatbot messages.

You can save the received data to a variable or add it to a message as JSONPath.

Drag the "API Request" element to the workspace, connect it to the element, after which you want to retrieve data. Select the type of request and enter the URL to send the request to.

Selecting a flow

After testing the request and receiving a successful response, configure the mapping settings. If you need to save the value from the response to a variable, select the key from the received request and the variable to save to. If you want to use the received value once without saving it to a variable, copy {{$ ['somekey'] ['nestedkey']}} and use it in the next message element.

Selecting a flow

Random choise

Send elements from your chatbot script at random for A/B testing, creating quizzes, and more. You can customize the size of the recipient group for each option and send random information and test different chatbot scenarios.

Drag the item "Random choise" element to the working area, connect it to the item you start branching the script from.

Adjust the ratio for each option — what percentage of users will receive each option. The higher the value, the more users will get this option.

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