{"id":4311,"date":"2020-07-23T16:23:24","date_gmt":"2020-07-23T22:23:24","guid":{"rendered":"https:\/\/www.ometrics.com\/blog\/?page_id=4311"},"modified":"2023-08-15T10:04:57","modified_gmt":"2023-08-15T16:04:57","slug":"leadbot","status":"publish","type":"page","link":"https:\/\/www.ometrics.com\/blog\/support\/leadbot\/","title":{"rendered":"LeadBot"},"content":{"rendered":"

[et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_fullwidth_header title=”Support | LeadBot” text_orientation=”center” _builder_version=”4.16″ title_font=”||||||||” title_font_size=”38px” custom_padding=”9px||0px” global_colors_info=”{}”][\/et_pb_fullwidth_header][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”4px|||||” global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ _builder_version=”4.16″ custom_padding=”||0px|||” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_sidebar area=”et_pb_widget_area_1″ _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_sidebar][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” header_font=”||||||||” header_2_font=”||||||||” header_2_text_align=”center” header_2_text_color=”#68ab37″ header_3_font=”||||||||” header_3_text_align=”center” header_3_text_color=”#68ab37″ header_3_font_size=”26px” header_4_font=”|300|||||||” header_4_text_color=”#757575″ header_4_font_size=”26px” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

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LeadBot Setup<\/h3>\n<\/div>\n<\/div>\n
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Here we will describe step by step how to setup your own LeadBot. LeadBots are pre-built lead generation chatbots that help with qualifying leads and appointment setting. You can choose among 6 Free General LeadBots or from more than 80 industry-specific LeadBots under our LeadBot plan.<\/p>\n<\/div>\n<\/div>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2023\/08\/Get-Started-Leadbot.jpg” _builder_version=”4.21.0″ hover_enabled=”0″ global_colors_info=”{}” alt=”Get Started Leadbot” title_text=”Get Started Leadbot” sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.21.0″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

To start, click the \u201cAdd Tool\u201d button on your Ometrics Dashboard, then select Ochatbot\/LeadBot from the dropdown menu.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2023\/08\/Choose-LeadBot.jpg” _builder_version=”4.21.0″ _module_preset=”default” alt=”Choose LeadBot” title_text=”Choose LeadBot” hover_enabled=”0″ sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.21.0″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

A popup will appear\u00a0 and you will need to select LeadBot.\u00a0<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/07\/leadbot.1.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

Here you can browse more than 80 LeadBot templates to choose for your business. Scroll on the left side to find your industry and click to see a preview. Click through the prompts to see which qualifying questions are asked.<\/p>\n

Don\u2019t see your industry? Contact us<\/a> and we will build you one!<\/p>\n

Want to ask different qualifying questions? Upgrade to a Basic or Plus plan and we will customize your LeadBot!<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/07\/leadbot.2a.F.jpg” align=”center” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

First, we edit the design of your LeadBot to match your branding<\/p>\n

1. Ochatbot Name:<\/strong> Name your LeadBot to keep organized if you have multiple LeadBots<\/p>\n

2. Email Address to Send Leads:<\/strong> Input the email address you would like your leads sent to. You can send leads straight into your CRM under our Plus plan.<\/p>\n

3. Window Title:<\/strong> This title will appear at the top portion of the LeadBot window. It is very important to have a window title that helps increase user engagement by grabbing their attention and letting them know what will happen once they complete the lead form. For example, if you offer a free consultation or introductory call you can use \u201cBook Your Free Consultation\u201d or \u201cSchedule an Intro Call\u201d. You can also offer something more general such as \u201cGet In Touch\u201d or \u201cContact Us\u201d or \u201cAsk Us a Question\u201d.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/07\/leadbot.3.jpg” align=”center” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

You can edit the colors of your LeadBot here. Try color combinations that not only match your website and branding but help catch the attention of your visitors.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/07\/leadbot.4.F.jpg” align=”center” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

Select your icon and the location of your LeadBot<\/p>\n

1. Icon:<\/strong> Select which icon you would like to use. Be sure to select an icon that grabs visitors attention and does not go unseen by blending into the background of your site.<\/p>\n

2. Desktop Floating Bubble Location:<\/strong> Select your bubble location on desktop.<\/p>\n

3. Mobile Floating Bubble Location:<\/strong> Select your bubble location on mobile.<\/p>\n

4. Save & Continue:<\/strong> Click to save these settings and continue to the next section.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/07\/leadbot.5.F.jpg” align=”center” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

Input your customized text settings.<\/p>\n

1. Company Name:<\/strong> Input your company\u2019s name for the initial LeadBot reply. Example: \u201cHello! Welcome to {Company Name}! \u2026\u201d<\/p>\n

2. Thank You Message:<\/strong> Input what you would like to say once a visitor completes the lead form. It will follow this format – \u201cThank you, {visitor\u2019s name}! {Your Thank You Message}\u201d. For example, if you input \u201cWe look forward to connecting with you soon.\u201d in the Thank You Message field, a visitor will see this upon completing the lead form: \u201cThank you {visitor\u2019s name}! We look forward to connecting with you soon.\u201d<\/p>\n

3. Save & Continue:<\/strong> Click to save these settings and continue to the next section.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/07\/leadbot.6.F.jpg” align=”center” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

Here you review the questions your LeadBot asks visitors. You can remove whole questions or individual answers within questions.<\/p>\n

Want to customize your questions even further? Upgrade to our Basic or Plus plans and we will customize your LeadBot!<\/p>\n

1.<\/strong> Click the red trash buttons to delete whole questions.
2.<\/strong> Click the red trash buttons to delete individual answers within a question.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/07\/leadbot.14.F.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

Here is a better example of when you would want to delete individual answers within a question. Let\u2019s use our Painting LeadBot as an example: let\u2019s say you are a painter that does only exterior painting and siding work. Click the red trash button to delete the services you do not offer such as Interior Painting, Special Finishes, and Wallpapering.<\/p>\n

Don\u2019t see a service you offer in your industry\u2019s LeadBot? Contact us<\/a> and we will add that service to your LeadBot!<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/07\/leadbot.7.F.jpg” align=”center” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

1.<\/strong> Click to save these settings and continue to the next section.
2.<\/strong> Upgrade your plan to allow even more customization.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/07\/leadbot.8.F.jpg” align=”center” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

Be sure to preview! Click all the way through your LeadBot to make sure everything is exactly how you want it.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/07\/leadbot.9.F.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

The last step is to install your Ometrics script on your website. Click on your platform to see your easy installation instructions.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/07\/leadbot.10.F.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

Follow the installation instructions displayed here. If you need help installing your script Contact Us and we will reach out to help guide you.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2020\/07\/leadbot.11.F.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

Once you complete the installation of your LeadBot be sure to check this Reporting section to review all of your leads. Leads by default will be emailed to the email address you provided or sent straight to your CRM under our Plus plan. If a visitor only partially completes a form their data will still be stored in your account which you can view using this Reporting section.<\/span><\/p>\n

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1. Choose a Report:<\/strong> The Lead Response Summary Report shows the number of visitors and the number of lead forms completed to easily highlight the percentage of leads vs overall visitors. The Lead Response Report will show any responses even if the visitor only answered the first question. Click the button to the right of the entry to view the entire transcript to help your site analytics and retrieve partial leads.<\/p>\n

2. Date Range:<\/strong> Choose the date range for your report.<\/p>\n

3. Run Report:<\/strong> Click to run the report for your selections.<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

Frequently Asked Questions<\/h2>\n

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You can upgrade or downgrade any plan at any time; excluding the Pro plan due to required minimum term. Simply click the “Upgrade Now” button on the Dashboard or follow the link in the “My Account” section and select the plan you would like to switch to (upgrading or downgrading). As always, please contact support<\/a> about any specific account questions.<\/p>\n

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We Are Here to Help<\/h3>\n

Here are the different ways you can contact support:<\/p>\n