📝 How to Use User Input Flow and Custom Fields to Collect User Data

📚 In this tutorial, you’ll learn how to create a user input flow and use custom fields in BotCommerce to collect and store user data efficiently.

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Effectively collecting user data is crucial for personalized interactions. This guide explains how to use User Input Flow and Custom Fields to gather and organize user information, enabling you to tailor your chatbot’s responses and improve customer engagement.

From the BotCommerce dashboard, navigate to “Bot Manager.”

Select the bot account for which you want to collect user data.

Click on “Create” to start a new bot. This will redirect you to the Visual Flow Builder.

Add a Trigger: Drag a “Trigger” element from the dock menu and connect it to the “Start Bot Flow.”

Configure the Trigger: Double-click on the trigger to add keywords that will activate the bot. These can be separated by commas for multiple keywords.

Drag an Action: Connect an “Action Button” to the flow.

Configure the Action: Select “Get Started” or another action type that suits your bot.

Add a Question: Drag a connector from the action button to add a user input element.

Ask for Data: For example, ask the user for their name, email, or phone number.

Save Data in Custom Fields: Assign each user response to a custom field. For example, store the user’s name in a “Name” custom field, email in an “Email” custom field, etc.

To do this, double-click on the input field, select the “Custom Field” option, and choose the appropriate field from the list or create a new one.

Create Additional Input Steps: You can add more steps to collect different pieces of data. Each user response can be stored in a corresponding custom field.

Ensure each input step is connected to the flow and that all data is stored correctly.

Save and Test the Bot

Save the Bot: Once you’ve designed the input flow, save the bot.

Test the Flow: Interact with the bot as a user to ensure the data collection works as expected.

View and Manage Collected Data

Access User Data: Go to the “Custom Fields” section in BotCommerce to view the data collected from users.

Use Collected Data: The data stored in custom fields can now be used in other bot interactions, personalized messages, or for segmenting your audience.

And that’s it! You’ve now learned how to use User Input Flow and Custom Fields to gather and organize user data. This will help you personalize your chatbot’s responses and enhance customer engagement.

If you have any questions or need further assistance, feel free to contact our support team. We’re here to help!