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Below is a transcript of the Chatbot Marketing Training Course by Customers.ai and Isaac Rudansky, of Adventure Media. Get the full course here and become a messenger marketing master.
Howdy Chatbot fans, welcome back. This is gonna be real quick. We’re gonna take a look at the connection widget.
It’s not gonna be so useful of a lecture right now because we’re not gonna actually be building a connection that’s going to come a little bit later, but you would go here add a connection widget, and the connection widget is used for tons of different cool purposes, essentially, in every case getting data from Mobile Monkey out into another platform.
For example, you could send email addresses of leads collected through Mobile Monkey Chatbots into your email service provider to trigger a workflow.
You could send contact details like, first name, last name, location, gender, email, phone number into your CRM like HubSpot, salesforce, Zoho or whatever.
You’re using you could send all that information into a Google sheet if you have other systems that are pulling information from a Google sheet, or you guys or your business sort of evaluates new leads generated each day compared to marketing spend, let’s say, through Google sheets a lot of businesses, a lot of our, clients do that. You could connect to Google sheets.
You could send webinar registrants through connections into GoToMeeting, or GoToWebinar, or Webinarjam, or Zoom, or whatever it may be that you’re using.
So there’s a lot of different ways you could connect, and all that’s gonna be done through Zapier or Zapyer, depending on how you pronounce it. I’m not even sure. It’s all going to be configured through Mobile Monkey connections.
The connections setup lives over here, and once you actually build your connections, and you add new connections, and you add a new connection.
I’ll show you what this a webhook connection looks like. I’m gonna show you how to set all this stuff up, how to get the URL from Zapier, how to configure to do exactly what you wanted to do. Those examples that I just gave you will actually run through setting up webhooks and setting up those connections for a few those examples, so you know how to do it clearly.
Once you have that connection and it’s named and it’s active, then back in your pages, you could add a connection. go back to our connection page that you have– you could add a connection that you actually have configured through the connections panel, and what that will do is once the chat visitor or the user gets to that stage, let’s say, you add this connection after a form widget, it will take that information that’s been collected and do with it as you wanted to do through that connection.
Let’s say you’re signing people up for a webinar, so you would have a forum, you would ask people their name, you might ask them what their title is, their email address, what the company name is. You’ll take that information through Zapier, then you’ll have a connection widget.
A connection widget will be tied to the connection that you build in the connection– in the connection pane, and it will do with it as you wish, and you could have multiple connections per Chatbot.
Cool thing is you could you could trigger a text message to go out to a specific sales rep when a user requests a callback.
That’s a really cool thing as well. All this stuff is very flexible, and that’s what you would use connection widget for.
The most important thing to remember is that if you want this connection to fire, you have to actually not only create the connection, but also add the connection widget on the Chatbot page that you want it to fire on.