Ask for name and email before starting chat?

(Wayne Sutton) #1

Hi what is the best “flow” to request name and email before or during the beginning of the chat conversation?

Example, Hi, response, what’s your name and email?
Saves information in backend or spreadsheet.

OR

What is the best way to ask for name and email before starting the conversation and saving the name and email?

Thanks

(Karen Barker) #2

Hi Wayne,

On all platforms other than the Web Messenger, the user name is available off the flow trigger without needing to ask the user for this. The email however you would need to ask for separately - this isn’t passed with basic platform profile information.

Unfortunately there wouldn’t be a way to collect this information before the flow starts so it will need to be done at the beginning of the chat conversation. You can either then use attributes to store this information in or save it in a spreadsheet/database for future use.

(Wayne Sutton) #3

Hi Karen, got it.

When you say “then use attributes to store this information”

I’m assuming this is built into flow to save in the platform and save in an external DB or google spreadsheet/

Thanks!

(Daniel Beckett) #4

@WayneSutton

Attributes are a built in feature that can be used to store information against a user’s response path. The tutorial for Attributes in Flow XO has some more information and examples of how to use attributes.

As Karen mentioned you can also use services like Google Sheets to store the data.

1 Like
(Wayne Sutton) #5

Thanks for the response. Got it!