How to create an automated chatbot flow

SendPulse service allows creating automated Facebook chatbot flows when a bot provides subscribers with some information according to a pre-determined scenario.

Flow blocks

Message

It is always the start of a flow. Add a button to link it to other blocks.

SendPulse allows adding a variety of elements to this block.

Elements of a message

Text is a default element. Type a message in the input field. Click “+ Add button” to add a button to the message.

Adding a button to a message

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

Image allows sending 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.

Adding cards

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

Managing cards

If you add two and 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 is an imitation of 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 while the indicator is shown. Correlate the time of typing and the size of the message it is displayed before.

List is an element where a user can add some cards with images, titles, and descriptions. By default, there are two cards in a list. To add more cards click “Add element.”

Adding elements to a list

There is no limit on the number of cards in the list. Add buttons to each item card separately or to the whole list.

Request for an email address or a phone number provides an opportunity to collect contact data from subscribers. Add a question and select what information you want to receive.

Contacts request details

In a chat, a subscriber will receive the question and a quick reply button with an email address or a phone number linked to the subscriber’s Facebook account. As soon as the subscriber clicks the quick reply button, the contact data is sent to the bot as a message and is also transferred to SendPulse account. The contacts shared through such quick replies are stored on the “Audience” tab. The subscriber can click a quick reply only once. If the subscriber doesn’t click the quick reply and starts typing a message, the quick reply disappears, and the data is not sent to the bot.

If no phone number is linked to a subscriber’s account, the quick reply will not be displayed. If subscribers enter their phone numbers and send them in a chat, the data will be received as text messages, and the phone numbers will not be passed into the SendPulse account.

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.

To add a new element to the “Message” block click “Add” and select the necessary element.

Adding new elements to a message

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.

Managing message elements

Flow

It allows linking 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

It is a flow block which is not visible to a subscriber. It can be configured to open a chat with an admin or unsubscribe a subscriber from chatbot campaigns.

To add an action to a flow drag the block to the editor. Select “Open the chat” or “Unsubscribe from bot” in the “Action” panel.

Choosing an action

Link the action block to a button or a quick reply which will trigger this action.

The “Open the chat” action moves a conversation to the “Open” tab in the bot chats.

Open chats tab

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.

How to build an automated flow

Create a new trigger. On the new trigger panel, click the “Create a flow” button.

Creating a new flow

Add a text message in the “Message” block. If you are planning more than one block in the flow, add a button to the message. Click “Apply” to save the changes.

Saving changes in flow blocks

Add all the blocks you need. Remember to click “Apply” in every block you add to save its content.

Click the zoom buttons to zoom the editor in or out. Drag the editor field to have more space for a flow.

Zoom buttons

Drag a line from a button in one block to another block to link them.

Linking flow blocks

Once all the blocks of the flow are added, click “Apply” to save the flow and bind it to a trigger.

Saving a flow

The automated flow is ready.

Other features

By default, a flow is named by a trigger to which it is bound. To rename a flow click its name in the editor, enter a new name and save.

A flow name

Users can edit, copy, delete or unbind existing flows from triggers.

Trigger menu

Flows unbound from triggers are stored in “Saved flows.” To see all the saved flows click the “Saved flows” button on the “MESSENGERS” tab.

Saved flows

The service also displays the statistics of button clicks in flow messages. Click the number on a button to see who clicked the button.

Statistics of button clicks

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