Email and Phone Capture Skills

Updated by Zoe Ngan

Email and Phone Capture

The email and phone capture skills looks like a free response question from the site visitor's perspective, but includes back-end data validation to ensure you gather good quality information.

Go to beta.getsignals.ai

1. Introduction

Use the email capture skill any time you ask visitors for their email address, even if you aren't restricting email quality (requiring a business email, filtering out known spam or blocked domains).

Use the email or phone capture any time you ask visitors for their email/phone number to ensure the field maps properly to CRM.

Introduction

2. Insert an email capture skill

Insert an email capture skill into the builder.

Insert an email capture skill

3. Customise your skill

Edit the skill to customise the message text and select the email types you want to exclude. In your message text, explain why you're asking for their email. People are more willing to provide this information if they understand what it will be used for.

Try:

  • What's a good email to send the calendar invite to?

  • What's a good email in case we get disconnected?

Customise your skill

4. Click "Advanced"

Now click on the "Advanced" tab at the top of the pop-up modal.

Click 'Advanced'

5. Customise your skill

You can also customise the number of attempts the bot should take to get a valid email and the message text for each additional attempt.

Best Practise: Limit the number of attempts to get their email. The default setting is to ask three times, but often asking twice creates a less frustrating user experience.

Customise your skill

6. Configure bot exits

The two exits from an email capture skill are the following:

  • Failed to capture email

  • Successfully captured email

Remember that both of these exits must connect to another skill in the bot-builder to prevent errors in the chatbot.

Configure bot exits

7. Phone Capture

The Phone Capture skill is built the same way and is set up similarly.

Phone Capture

8. Set up default country code

The main difference between the email and phone capture skills is that you need to pick a default country code for phone.

Set up default country code

9. Best Practise

Let the site visitor choose how they want to be contacted. They're more likely to provide information when they chose to do so.

Best Practise


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