How To Use The New Data Submit Card

We will create a new card that will allow you to send leads or forms into different systems within the app so you could set up the card, configure the card and then set attributes you want to pass over to the Email the CRM.

If you prefer to watch a video, here it is.

Let’s first start with the data submit card by performing the following step-by-step procedure.

Note: The following example is just for your information, you can build new data submit card according to your requirements.

Step 1: First of all, we will create a new Form in your chatbot named Test2.

Step 2: Ask 3 simple questions. Enter a Question and click on Add Question.

• What is your Name?
• What is your Email ID?
• What is your Phone#?

Click Next and proceed.

Step 3: Let’s quickly setup the entities as the following:

• What is your Name?
• Expected Response: @sys.any
• Attribute: Name
• What is your Email ID?
• Expected Response: @sys.email
• Attribute: Email
• What is your Phone#?
• Expected Response: @sys.phone-number
• Attribute: Phone#
• Continue to: Select Block and select block name (No Match)

Step 4: Click Done button and form will be saved successfully.

Step 5: Now create a new block. Click on Create Group and name it as Form Completed.

Step 6: Click on the “Arrow head” icon and create a new block and call this block: Thank_you_form.

Step 7: We will connect Test2 form with this Thank_you_form block. Click on Test2 and select Thank_you_form block.

Step 8: Click Done and form will be saved successfully.

Step 9: Click on Thank_you_form, its respective block will be displayed.

Step 10: Now you need to click on More.

Step 11: Select Data Submit Card.

Step 12: Give an appropriate name Completed_form_test2 and click on Save.

Step 13: Add Text card and enter the question and click Save button.

This was the simplest way of using the data submit card. Now let’s cover a slightly more complex or advanced way of using the data submit card.

Step 1: Click on Test2 form.

Step 2: Add a new question. Let’s say What is your favorite color? And click on Add Question button.

Step 3: Click on Next and create the following entities:

• Expected Response: Color
• Field Name: Color

Step 4: Add button responses and link them with the block. For now, let’s add three buttons:

• Red – link to Thank_you_form block
• Blue – link to Thank_you_form block
• Pink – link to Thank_you_form block

Click on Done button.

For this specific example, we want each user that has chosen a different color. We want to send them to a different data submit card.

Step 5:  Click on Thank_you_form block and delete the Data submit card.

Step 6: Click on Yes to delete the data submit card.****

Step 7: Now we will add a Go-To Card.

Step 8: Click on Add new rule and select the Attribute Name as Color.

• Is: enter Red and select block No Match.
• Is: enter Blue and select block No Match.
• Is: enter Pink and select block No Match.

Click on Save button.

Why we set this go-to card is because we want to send users a custom message for each of these colors and we want to send them. For example, Red we want to send it to a specific email, Blue we want to send it to a different email and so on.

Step 9: Add new forms to link them with the colors we created in Go-To card.

Step 10: Click on Thank_you_form and link the block with respective colors.

Step 11: Click on Save button to save the card.

Step 12: Now you will set up the data submit cards individually. Click on Red_team block.

Step 13: Click on Text card and enter Thank you for filling out the form!

Step 14: Click on More button and select Data Submit Card.

Step 15: Enter the name as Red_team_form and click on Save button.

Step 16: Repeat the Steps from 12 to 15 for blue and pink teams respectively.

Step 17: To configure these colors, we will go to Launch page.

Step 18: Click on Launch New ChatBot and select your respective chatbot and click on Next.

Step 19: Select Web Chat and click on Next.

Step 20: Scroll down to the Integration section and you will find the data submit mapping we just created i.e., Blue_team_form, Pink_team_form and Red_team_form.

Step 21: For now, click on Blue_team_Form and enter the following parameters:

• Destination – select Email
• Sender – this field is non-editable
• Subject – enter Blue Team New Lead
• Email – enter your Email Address
• Email Body – enter the description in the email body

Once the user hits that data submit card, that will trigger an Email with the information with these values, set for these attributes and you can do the same for the rest of the teams respectively.

Step 22: Now that you have configured these data submit cards, the last step is to go to the Dashboard and view the completed/submitted data forms.

In Data Submits, you will see all the new data submit events being fired and if you have 10 data submits that have been sent, you will see 10 here. We are done with how to use the data submit card.