How to automatically save chatbot subscriber data to your mailing list and set up an automation

When a subscriber shares their email address or phone number through your chatbot, this information is automatically saved to your mailing list in the Email section. You can grow your audience and stay in touch with them using other SendPulse tools. For example, you can create a flow in the Automation section and automatically send emails, SMS messages, and more.

In this article, we will talk about how to subscriber data to the Email section to process them automatically.

Configure data saving options

You can collect data automatically using the Wait for the subscriber's response element or a subscription form that transfers additional parameters. Alternatively, you can also add chatbot subscriber data manually.

Read more: Adding or updating your variable value.

Via a flow

Go to your chatbot flow, and click Edit flow.

In your scenario, add the Message element and a prompt asking subscribers to enter their email address and phone number. Turn on the Wait for the subscriber's response toggle, and select a variable to save the response to.

Chatbot subscribers will be automatically added to your mailing list if they have the assigned email or phone variable. To be saved to your mailing list, they need to share either their email address or phone number.

Via a signup widget

Go to the Signup widgets tab, and click Add widget.

Select a form type, and add a messaging app (Facebook, Telegram, WhatsApp or Instagram). Select a flow that will launch on click for every messaging app you add.

Once you add your form, you will receive the code that allows you to embed it on your website. This code allows you to include the phone and email variables to move more data to your chatbot's audience.

Read more: How to transfer custom variables during a subscription to a chatbot.

View mailing list contacts

When you receive data from a subscriber for the first time, a mailing list with your chatbot name is automatically created in the Email section.

Go to Email > Mailing lists, and find the mailing list by your chatbot name. It will store all subscribers who shared their email addresses or phone numbers through your chatbot.

If your chatbot has the same name across different messaging apps, subscribers’ email addresses and phone numbers will be added to the same mailing list.

In addition to email addresses and phone numbers, the following data points are saved to your mailing list:

All non-empty variables are also added to contacts.

Automate contact management

In the Automation section, you can send triggered SMS and email campaigns to your mailing list contacts automatically. When a contact is added to your mailing list, a flow will be triggered to send them a message or apply other actions to their data.

Go to the Automation section, and click Create a flow. In the Flow start element, select the Add subscriber trigger, and select the mailing list to which you want to save your chatbot contacts.

Read more: How to create an automation that starts when a subscriber is added to a mailing list.

Afterward, you can add any elements based on your scenario. For example, the Action element can help you assign a tag to your subscriber, and with the Filter element, you can sort subscribers by their phone number codes. You can also add various communication channels, including email, SMS, and Viber.

Read also: Automation 360 elements.

An automation example

Let’s say you want to add a live chat to your SendPulse-powered website to interact with customers.

To get more lead data, add the contact saving option to your live chat flow.

You can get your website visitors’ email addresses if you offer them something in exchange. To do this, create a flow that will be triggered when a subscriber is added to your mailing list, and create an email in the Automation section.

Afterward, when a subscriber enters their email address in your live chat, they will automatically receive the email at this email address.

Last Updated: 05.06.2024