Support | Ochatbot

1. Form Type: Select between Lead Forms and Surveys here to view your previously created forms and surveys or start creating a new one.

2. Lead Forms/Surveys: Select a previously created lead form or survey to edit it or start creating a new one.

3. Name: Give your form or survey a name to keep organized but remember to stick to a naming convention.

4. Description: Describe your form or survey here to help guide anyone browsing your forms or surveys after you build them.

5. Default Question: Choose to make your selected form or survey the Default Question of your bot (i.e. the initial question presented when your chatbot initializes).

6. Question: Type in your lead form or survey question here (i.e. “Do you prefer coffee or tea?” or “Please tell me your name.”).

7. Field Type: Choose which type of question you would like to ask. This can be their name, email, phone, a custom field you create, or an Ochatbot reply. Note that with some question types there is a “Validation” type and a “Response for Failed Validation”. Use these to ensure your visitor is inputting the desired data in the correct format and what you would like to say to them if they are not (i.e. the email address they input is not in the “[email protected]” format so your response to them is “Sorry, but I don’t think that is the correct format. Please make sure your response is in the ‘[email protected]’ format”).

8. Buttons: Add, remove, or edit your buttons here if the form or survey type includes button click options (i.e. “Do you prefer coffee or tea” — buttons for “coffee” and “tea”).

9. Data Point: A user’s answer to each question automatically creates a data point. You can then use this data point in any question or reply within the form or survey afterwards. For example, when you ask for their name you can then use their name data in other questions or replies within the form or survey (i.e. “Nice to meet you, {{ data 1658 }}! How about your email address?”).

6. Question: Type in your lead form or survey question here (i.e. “Do you prefer coffee or tea?” or “Please tell me your name.”).

7. Field Type: Choose which type of question you would like to ask be it their name, email, phone, or a custom field you create. Note that with some question types there is a “Validation” type and a “Response for Failed Validation”. Use these to ensure your visitor is inputting the desired data in the correct format and what you would like to say to them if they are not (i.e. the email address they input is not in the “[email protected]” format so your response to them is “Sorry, but I don’t think that is the correct format. Please make sure your response is in the ‘[email protected]’ format”).

8. Buttons: Add, remove, or edit your buttons here if the form or survey type includes button click options (i.e. “Do you prefer coffee or tea” — buttons for “coffee” and “tea”).

9. Data Point: A user’s answer to each question automatically creates a data point. You can then use this data point in any question or reply within the form or survey afterwards. For example, when you ask for their name you can then use their name data in other questions or replies within the form or survey (i.e. “Nice to meet you, {{ data 1658 }}! How about your email address?”).

10. Add Question: Click the button to add a question at the bottom of the form or survey. Remember you can drag and drop each question to rearrange the order of questions you ask.

10. Add Question: Click the button to add a question at the bottom of the form or survey. Remember you can drag and drop each question to rearrange the order of questions you ask.

11. Thank You Message: Say thank you to your visitor for filling out your form or survey in your own words or branding.

12. Branch to Question after Lead Form: Choose which question you would like to appear after your Thank You Message. Typically the default question works but you can present them with a different question if you wish.

13. Connect to Zapier: Zapier is an online automation tool that connects apps to automate repetitive tasks without coding. Send your lead form or survey data straight to your CRM. Learn more about Zapier and how to create Zaps.

Frequently Asked Questions