Lead qualification chatbot

Get to know the needs of your leads with a WhatsApp chatbot that collects data through questions

 THE CHALLENGE

Every customer has different needs and tastes.

It is important that you know what they are looking for and what need they want to fulfill so that your sales team knows how to interact with them.

There are several ways to get to know your customers.

If you have a physical store, they can approach you and you can ask them what they need.

But, if you have an e-commerce or do not have a physical store, you must keep up with new technologies and be present in the most used digital channels.

The problem

A website is one of the digital channels used by companies. There you create a web form in which you ask for the data of your potential customers and ask them about their interests.

However, forms have the following disadvantages:

  • They are static and do not give any kind of immediate response or interaction with the user.
  • Many users abandon the forms before completing them.
  • They are exclusive to web pages, so you lose customers who want to use other channels.
  • Forms tend to be boring.

 THE SOLUTION

After doing some research, you discover that there is a ready-to-use chatbot template for WhatsApp at WOZTELL that collects this data conversationally:

First and last name
E-mail
Likes and needs with questions with answer buttons

Some advantages of this WhatsApp chatbot are:

  • It is interactive: your potential customer will feel like they are talking to a person.
  • It is conversational: which reduces the possibility of them abandoning the conversation.
  • Immediate responses: once you have the data, the chatbot offers the possibility of arranging a meeting or talking to an agent.

 The results

400%

increase in leads with marketing automation

67%

increase in sales

90%

response rate

67%

increase in sales

90%

response rate

400%

increase in leads with marketing automation

Good practices

Let’s take a look at some best practices to keep in mind when using this chatbot:

  • Remember to include the terms and conditions. You can use a link to this information on your web page.
  • Write short and clear messages. Keep in mind that WhatsApp is an instant messaging channel, your leads will not want to read too long texts.
  • Use emojis to make your messages dynamic and friendly.
  • Give a natural tone to your chatbot so that users feel they are having a conversation with a person.
  • Don’t ask too many questions. Find out the basics and, continue to get to know your customer with live chat.

Step by step

Now let’s see how you can implement this chatbot in your WhatsApp channel:

1. On the WOZTELL page click on Template Gallery.
2. Select the Lead Qualification template and download it.
3. Once you have the file, go to the WOZTELL platform and click on Bot Builder and then on Import Tree. Select the file you downloaded.
4. In order to start using the chatbot you must link it to your WhatsApp number. Go to Channels > Edit > Tree settings > New tree > Select the chatbot > Select the global nodes > Save.
5. This chatbot saves the data in a DataSource. Remember to paste the DataSource ID in the ConfigMap so that everything is correctly linked.
6. In the global variables you will find these fields:

  • Linktyc: is the link to the terms and conditions.
  • Company_name: is the name of your company.
  • DataSourdeID: is the identifier of the DataSource where the data will be stored.
  • Demo_url: is the url to schedule a meeting.

7. In each node you can edit the message. First set the platform preferences in WhatsApp Cloud. Then just click on the node you want to modify and in the reply section in the content field you can write the text you want to send.

Note that you should not edit the payload of the reply buttons, but you can edit the content.

Lead qualification chatbot

Conclusions

With this chatbot you can know the needs of your customers in an easy, fast and conversational way using WhatsApp.

This way, your sales team will know how to interact with each customer to close more sales.
Download your template here.

Are you ready to launch your first push notification and see it for yourself?

Book a meeting to find out more

Lead qualification chatbot
Lead qualification chatbot