Collect User Information Blocks
Learn how to use this category to collect user information, and store them as variables to use the findings to create better sequences and personalization at scale.
The category name is self-explanatory. You use these blocks to collect user information. These are the most common user information that you can store as variables in your CRM.
  • Name (first, last or full name)
  • Age
  • Email Address
  • Phone Number
  • Gender
  • Location
  • Customer Satisfaction Survey
You can also these two videos to get started and refer to the content below to learn in-depth.

1. User Input / Phone / Email Block

Use these blocks to collect customer user information, phone number, or email address and store the information in your CRM.
Phone Block
These three blocks work the same way and have the same input fields.
Input Field
What it means
Variable Input
This is your text message asking for specific information.
Input Validation
It validates if the user's reply matches your required information format.
Failed Text
The user receives this text if they input information in the wrong format.
Error Counter
The number of times the bot allows wrong information before redirecting the user.
Failed Sequence
The user is redirected to this sequence if they keep on providing the wrong information.
Stored Variables
We put these three blocks in the following sequence.
  1. 1.
    User Input Block
  2. 2.
    Number Block
  3. 3.
    Email Block.
In your Customers tab on the left panel, you will see that a new customer has been added with the given information.

2. CSAT Block

CSAT stands for Customer Satisfaction. The CSAT block is used to collect quantitative user feedback on a scale of 1-5.
Based on their positive/negative feedback, you can redirect the visitor to a new sequence.
You can also set certain rules so that customers will receive a CSAT block every time their tickets are resolved. Learn how to set rules for your CSAT blocks to create custom user journeys and track your customer satisfaction across your company πŸ‘‡

3. Datalab Entry Block

The Datalab Entry block allows you to acquire customer details with the help of your bot and store the information in a Datalab sheet.
The Datalab Entry block has many functionalities. Learn about the basic use cases to get started at storing and leveraging customer information in your organization πŸ‘‡
And to learn about Data Lab in general, please head over to our Data Lab Guide.