Automations Archives - Web Geeks

Creating A Workflow For Data Collection From Chat Widgets

webgeeks — Tue, 15 Aug 2023 19:34:23 +0000

Empowering Your Business With Data Collection Transcript ↓ Hi, I’m Allie, our AI powered, training personality. Data Collection is a vital part of running a business, you need to know who your customers are, and how you can help them. One of the ways we can collect information is via a website chat widget. But how do we configure that widget, to take the information it has been given, and send it to us? Today we are going to find out how! First, we need to head on over to automation in the left-hand sidebar and click on “Create new workflow” Then we need to select “create a workflow from scratch”. Then, we need to set the trigger, so just click here on the add trigger section. Our trigger is going to be customer input from the chat widget, so let’s scroll down until we find customer replied. Then We need to add a filter. The filter we are going to use is “reply channel”, Then we need to set where the reply will be coming from, so let’s select “chat widget” then select “save trigger”. After this, we need to tell the workflow what to do next, in this […]

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Call To Action Forms

webgeeks — Wed, 14 Jun 2023 17:21:59 +0000

Encouraging Consumer Response Transcript ↓ What you may not know at this stage of your journey is that every website should have a call-to-action form, where somebody can enter their details to claim some sort of offer. If you don’t have a call-to-action form on your website yet, or you just want to add more of them, this video will show you how to create one within our marketing platform! It’s super easy and it generates a ton of free leads! Ok, so let’s first learn how to create our form. To create our form, we just need to go to Sites over here, then we’ll go to Forms, and we will click through to Builder. Here, we can click, add Form, and the first thing I like to do is, go into options, and give it a name before I forget. So, let’s call this form ‘Claim Offer.’ Then, we’ll click back to Fields, and we’ll drag in the fields we want: Typically, your call-to-action form will have a field for full name, email, and phone number. Of course, we’ll also want a button, so let’s drag that in, and click it to give it a better name, since […]

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Auto Reply Chat Bots

webgeeks — Tue, 13 Jun 2023 21:04:52 +0000

Providing Answers To Simple Questions Via Automation Transcript ↓ Now, what’s that phrase everyone’s always throwing around? Time is money. Right? So anything that saves your business time is valuable. And that’s why this next easy and automated feature is super powerful: We’re going to learn how to launch a workflow recipe that will monitor your inbound channels, for messages that contain specific words or phrases. In other words, all the frequently asked questions you previously had to answer manually, will now be addressed automatically. For the duration of this video, let’s suppose that you operate a restaurant. Prospects want to know: where are you located? Do you have gluten-free options? What about vegetarian, options. Whatever the frequently asked questions are, we can now monitor them in our inbound channels, and automate our answers to those questions. To set up your auto-reply chatbot, we need to go down to Automation in the left hand column, click Create workflow at the top right here, scroll down to the recipe called FAQ Auto-Reply, and click select. Because this is a recipe, we can see that we already have your triggers pre-configured: One for Instagram DMs, Facebook messages, chat widgets and Google business […]

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Fast Five Lite Recipe

webgeeks — Tue, 13 Jun 2023 20:23:33 +0000

Capturing Leads Within The First Five Minutes Transcript ↓ One of the key factors in the success of a business, is the ability to generate new leads. But what do you do, once they start flowing in faster than you can keep up with them? The statistics are clear: Speed to lead is all-important. If you can engage a new lead in the first five minutes, the odds of converting that lead skyrocket! The problem? It’s virtually impossible to follow up and engage with every new lead, especially since they’ll now be coming in faster than ever before. So, in this video, we’re going to solve this problem, by setting up an automation that will handle this for us! Alright, so to launch this automation, we’re going to head to the Automations tab. Here, we’ll click Create New Workflow, and then we’re going to find a recipe called the Fast Five Lite. and click select. Now, this recipe is prebuilt, but we do want to go through it, understand it, and customize the details. As we can see, it’s currently set to kick off from a Facebook lead form, meaning when someone claims some sort of offer via a Facebook […]

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Missed Call Text Back

webgeeks — Tue, 13 Jun 2023 16:27:33 +0000

Engage With Clients Even When You’re Busy Transcript ↓ Hi, I’m Allie – our AI powered, training personality. Did you know that every day, 62% of calls, directed to small businesses, go unanswered? Crazy right? Crazy but true – think of all the missed business and revenue, just because businesses aren’t able to get to more than half, of their inbound phone calls. I know what you’re thinking: Wouldn’t it be great if there was a way to answer these phone calls… automatically? Well… you’re going to love this next feature, especially because it’s already set up. That’s right – remember the phone number you acquired and set up in the last lesson? When you did that, you also enabled a feature called ‘the missed call text back.’ Now, every time a call comes into your new number that doesn’t get answered, our system, will automatically, fire back a text message that says: “sorry we missed your call. How can we help?” The 62% missed call rate, no longer applies to you and your business is well on its way to recouping a lot of revenue – pretty cool, right? Now, even though the feature is automatically enabled, you may […]

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