What’s this template for? This 👇  is a step-by-step guide for creating a custom bot, that allows you to capture and qualify leads for your sales team. Enjoy 😄 

Sometimes new visitors land on your website or your blog; then grow bored, leave, and never return. But you don’t need to miss out on valuable leads. 

You can create a custom bot that invites visitors to partake in a competition, in exchange for their information. So, you’ll capture more leads faster, in a fun way. 

Important: It’s very important to ensure your competition complies with GDPR regulations. 

Note: Custom bots are completely customizable, as the name suggests 😄  Feel free to tweak any steps in the template, to work better for your own leads. 


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Here’s a template to get you started quickly:

Step 1: Choose your target audience 

To help you capture quality leads, it’s a good idea to target engaged visitors on your site or blog. For example, your filters could be, ‘time on current page is greater than 5 seconds’ and ‘total visits is greater than 3.’ 

You can also target your bot to show on a specific page, like your blog. Here, your filter could be ‘Current page URL contains /blog.’ 

Pro tip: Keep your dialogue short, snappy and friendly. 

Step 2: Engage potential leads on your site  

Your welcome path (path A) is the first message your visitors will get. Here, you can ask your visitors if they’d like to enter the competition. 

For your reply buttons, you should give your visitors a chance to opt in or out of your competition. Don’t be afraid to have a little fun here. For example, your reply buttons could be: 

Note: As soon as a visitor interacts with your bot, they’ll become a lead. 

Now, you can direct leads down different paths, based on their replies. Beside each of your reply buttons, just select ‘Add path.’ Then, we’ll create a path for each of your replies. 

You should go ahead and name your new paths right away. Here, we’ll call path B ‘Wants to enter’ and path C ‘Doesn’t want to enter.’

Step 3: Set up paths based on your leads’ initial replies 

Ok, now that you’ve created your two new paths, it’s time to set them up. Here’s how: 

Path B: Wants to enter 

Next, set up a path for leads who do want to enter the competition. Here, you should set your leads’ expectations. For example, let them know that you’ll enter them into a draw if they get the next question right. 

To add a message, just select ‘Add’, then ‘Bot message’ and start typing. 

As well as setting your leads’ expectations, you should link to your terms and conditions by adding an article to your message. You’ll need to ensure leads read and comply with your terms and conditions before entering them into your competition. 

Now, go ahead and ask your competition question, then add your reply buttons (these should be your competition answers). 

Next, you can set up different paths based on whether someone got the answer right, almost right or wrong. 

Note: We’ll show you how to set up paths D, E and F in just a moment. 

Path C: Doesn’t want to enter

If someone has indicated they don’t want to enter your competition, you should still strive to offer them value. For example, you can encourage them to get in touch if they have any questions. 

And, it’s a nice touch to add another message that tells leads where they can find your best deals too. 

Then, you can add a follow up action, and add the content showcase app to link to your latest holiday deals. 

And finally, you can close the conversation, so it doesn’t end up in your team’s open conversations list. 

Step 4: Set up paths based on your leads’ competition answers 

Now, you can set up the paths you’d like each of your leads to take, depending on their competition answer. 

This allows you to provide different types of value to different types of leads, based on whether they got the answer right, almost right or wrong. Here’s how to set up these paths:

Path D: Right answer 

If someone got the answer right, make sure to congratulate them. You should also let them know you need to collect a few details to enter them into your draw or competition.

Now, you can add a message asking for their name. Then, you can add a ‘Data field’ to capture their ‘name.’ 

And, you could add another message and data field to capture even more details, like your their email. 

Important: If you plan to use your leads’ email address/details for marketing activities, you should also make it clear how you intend to use these details. 

Then, follow up with the content showcase app, to link them to your latest deals, so they can still get value from your site while they await the competition results. 

And finally, you can add another follow up action to close the conversation. 


Path E: Almost right answer 

If someone almost got the answer right (for example, Rio de Janerio used to be the capital of Brazil) you should offer them a small gift too. For example, you could give them a 10% discount off their next holiday. 

And, you can follow up with the content showcase app, to link them to your latest deals for inspiration. Then, you can add another follow up action to close the conversation. 

Path F: Wrong answer 

If someone got the answer wrong, you should still offer them value too. For example, you could encourage them to check out your latest deals. Then, link them to your latest deals via the content showcase app, before closing the conversation. 

Congratulations, you’re done! Now set your bot live, so you can start generating more leads. 

What’s next? 

Once your bot is live, check your reports to see how it’s performing. 

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