Gobot's deep integration with Drip allows you to pass data collected by your chatbots and shoppable quizzes over to Drip. For example, you can use your chatbot and/or shoppable quiz as an email or SMS opt in and then send this contact information along with valuable shopper profile data over to Drip for retargeting. You can also send to Drip a list of products recommended by your quiz so you can retarget.
Gobot sends chatter name, telephone address, email address, permissions, tags and custom properties/fields collected by your chatbot or shoppable quiz to Drip. Further, as mentioned above, Gobot also sends all quiz product recommendations over to Drip. We discuss each of these items below individually.
None of the above data will be transferred unless your bot also collects a visitor's email address - so we discuss email collection below first.
PASSING COLLECTED EMAILS
By dragging the Email Field button into your bot script you can get your bot to collect emails. You can also use this functionality to trigger the sending of an email or email sequence by adding the collected email to an email list in Drip. All you need to do is choose Drip in the right hand panel (see images below) and connect it to Gobot.
Step 1: Drag the Email Field button into your bot script.
Step 2: Click Show advanced options in the right hand panel.
Step 3: Click Configure New Account and enter your Drip API key.
Copy your Drip API token from your Drip account, located in User Settings (click on "..." in upper right hand corner of screen).
Select Drip and the Drip email list where you want the new email address added.
Easy, right? If you follow the above steps, all emails collected by your bot will be automatically added to a campaign of your choosing in Drip.
Don't use a separate email marketing platform? No worries! You can also use Gobot directly to send emails to website visitors chatting with your chatbots. Click here to learn more.
PASSING GOBOT TAGS
Dragging the Tag element into your chat flow or shoppable quiz flow tags a chatter once the conversation flow reaches that tag element.
You can opt to pass the applied tag to Drip as appropriate by selecting Drip in the right hand panel.
Similar to the steps outlined above, click Configure a new account in the right hand panel, select Drip as the provider and enter your Drip API key.
PASSING QUIZ CUSTOM PROPERTIES / FIELDS
You can easily pass valuable customer profile data collected by your shoppable quiz into Drip. After creating your quiz in quiz or product finder mode, and dragging the quiz / product finder element into the center panel of the bot builder (quiz building instructions here), you can opt to pass quiz data, including shopper responses and product recommendations output by your quiz, into Drip. In the right hand panel, under CRM Integration, select Drip and follow the steps to connect your account to Gobot. Note that you can pass data into multiple systems simultaneously. Note further, as detailed above, that your quiz data will not pass unless your bot also collects a visitor's email address.
After a visitor engages with your shoppable quiz within approximately 15 minutes their information will be synced with Drip. By way of example, see a sample customer profile below.
On the left side you'll note that name and telephone number collected by the bot is included in the Drip person record. Also, because "Subscriber granted consent" was checked off in Gobot, the EU consent is also listed.
Under Tags, you will see listed any tags applied by your bot script. For example, based on qualifications answered by a visitor you might tag a visitor as a High Value Lead.
Listed under Custom Fields are responses to each question presented by the quiz. In this quiz one question was presented inquiring as to a shopper's preferred fit for jeans ("gobot_preferred_jeans_fit") and the shopper selected two jean fits that suited him: stretchy and baggy. Now that you know this customer's preferences, you can use this information to enroll him in a personalized marketing campaign. You can also use this data to dynamically further personalize the browsing experience for this customer.
You will also find the recommendations presented to the chatter after completing the quiz under Value in the Drip record above. In this case, "gobot_recommended_jeans" was the name of the quiz as set in Gobot and is included under Identifier.
Note: for quiz questions and selected choices to show up in Drip you will need to name each question in the Gobot quiz / product finder builder under Optional Settings as shown below in the screenshot of the Quiz / Product Finder builder with the question element (Preferred jeans fit) selected.
MAP GOBOT TRIGGERS TO DRIP ACTIONS
After passing Gobot data to Drip you can leverage this data to create personalized Segments, and trigger various Drip automations.
Using a cosmetics quiz as an example, you can set up a Segment to include all quiz takers that volunteered their hair color to be blonde and treated. You can then create a Campaign or Workflow that is triggered whenever a person is added to the Blonde Treated Segment. For example, your store may have products that work particularly well for blondes with highly treated hair and you can use this type of personalized campaign to bring these products to the attention of all such blonde customers.
In the Drip profile screen shot above, a chatter engaged with a quiz that probed as to preferred jeans fit. The quiz taker expressed a preference for baggy and stretchy jeans and was recommended various pants selections matching her expressed preferences. You can create a Segment in Drip for all quiz takers that expressed a preference for both baggy and stretchy jeans. You can also create a Segment for all quiz takers that were recommended one or more particular products.
As a first step, click People in the top navigation bar and then Manage Segments towards the bottom of the screen, as show below.
Next, click new Segment in the upper right hand corner of the screen, as shown below.
Next, under Viewing all people, choose either "custom field" or "tags" from the drop down menu shown below.
Next, create the rule that will govern who is added to your list based on activity in Gobot. For example, you can add all chatters tagged as a high value lead in Gobot to a list you plan on only sending to this segment. In the example below, we create a list limited to quiz takers that expressed a preference for baggy and stretch jeans and that were recommended particular pants.
Note: If options don't appear when you click in a field start typing and you will see custom fields/tags you have to choose from (those previously applied to a person) appear for selection. If the Gobot custom property you are looking to use for segmentation is not already associated with a person profile in Drip then modify a single profile to include the custom field/tag and then revisit creation of the segment - now the custom field / tag will appear as an option for you to use once you start typing in the field. We suggest doing a trial run of your chatbot/quiz - this will create a test person profile with the relevant custom field / tags (rather than manually add the custom fields / tags to an existing profile). Once you do that all of these custom properties and tags will be available for selection when you set up your segment.
Choose custom properties created by Gobot based on chatter responses to your quiz and quiz recommendations. In this example, you could choose either "gobot_preferred_jeans_fit" or "gobot_recommended_jeans". These labels were set in Gobot without the "_" - these are added by Gobot because Drip doesn't accept fields with spaces. As for "gobot_preferred_jeans_fit" this is the name set for one of the quiz questions without the "_" (see how to set in screen shot above). As to "gobot_recommended_jeans" this is the name set in Gobot for your quiz without the "_".
"gobot_preferred_jeans_fit" corresponds to your quiz fit preference question (with spaces rather than "_" between words. You can select from the three quiz choice options presented by the quiz.
"gobot_recommended_jeans" corresponds to the products recommended by Gobot after a chatter completes the jeans quiz You can select from all the product recommended by Gobot. This is super useful for retargeting a chatter that doesn't end up buying the recommendation.
Now that you have your segment set up, you can leverage it to build a Drip Workflow automation. Consider a beauty site that discovers via its quiz that the chatter is a blonde with treated hair. You can enroll the chatter in a segment and upon have that enrollment trigger a highly personalized email campaign that focuses on products used to treat blonde highly treated hair, etc. Click Automations in the top navigation header and then click Workflows. Click Add Segment to Workflow and select your desired segment and then click the + button in the flow builder to add an action, e.g., send one-off email.
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