Create Contact Skill

Create Contact

Using the create contact skill allows you to specify a campaign or list for contacts to be added to from each specific bot.

Go to app.getsignals.ai

1. Drag and drop the "Create Contact" skill into the bot flow

Insert a create contact skill.
Drag and drop the 'Create Contact' skill into the bot flow

2. Select a campaign/list

Edit the skill to select the campaign you want contacts to be added to. Save and close.
Select a campaign/list

3. Edit campaign enrollment integration if needed

The list of campaigns will be pulled from your Campaign Enrollment integration. Click on this button to update this if needed.
Edit campaign enrollment integration if needed

4. Use Cases

Keep in mind, contacts are automatically created whenever a site visitor provides contact information in a bot. These contacts are sent over to your specified integrations automatically. The only time you need to use the Create Contact skill is if you want to specify that contacts be sent to a different list/campaign than the default you have set up.
Use Cases


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