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 (Only for WhatsApp)

  • 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 / Location Block

Use these blocks to collect customer user information, phone number, or email address and store the information in your CRM.

Location block is only available in WhatsApp, and once users share location via WhatsApp location sharing option, the details will be stored in the following customer attributes - map, longitude, latitude, place and address.

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.

We put these three blocks in the following sequence.

  1. User Input Block

  2. Number Block

  3. Email Block.

WhatsApp Location Block Example

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 👇

CSAT Block

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 👇

Datalab Entry Block

And to learn about Data Lab in general, please head over to our Data Lab Guide.

Last updated