Question card - Working with a Currency block

Currency Block


What is a Currency Block?

The currency block enables interaction where users can input and validate the amounts in specific currency formats. For example, an organization's chatbot can be set up to receive donations from supporters. Users can specify the amount they wish to contribute using the currency block. This ensures that the input is formatted correctly according to currency standards, avoiding errors in financial transactions. 

Why use the Currency Block?

Currency block can be used to receive payment/refund details. This block ensures that the end-user's input is validated as the user's chosen currency.

Supported channels
Supported channels
The currency block is supported in the following channels:

Currency block validations

Field

Mandatory field

Character limit

Additional details

Question field

No

10000

Styling and media embedding supported based on channel; Malicious scripts are sanitised

Block name

Yes

100

< , >, " , ' , are not allowed

Variable name

Yes

250 Max, can type up to 260

Cannot start with a number; Only a-z, A-Z, 0-9, , @, ., {}, () allowed; Special chars not allowed except underscore ()

Validation error message

No

1000

Malicious scripts are sanitised

 

Steps to create a Currency Block

Learn how to create a flow here.

1. Click the Add icon.
2. Choose Currency under the Ask Question section.



3. Enter Block Name.
4. Add a Question in the question field.
5. Choose the Currency from the dropdown.
      Supported Currency: Rupee, Dollar, Euro, and Yen.
6. Block Variable will be auto-populated according to the added block name. You can edit the block variable if needed.



7. Adjust the existing Validation Error Message to fit the context of your Currency Block.
8. Navigate to Advanced Settings.



  1. If this block is not mandatory for your user to answer, toggle the option to Skip Block on.
  2. This option is not available for flows of WhatsApp, Telegram, and Facebook Messenger channels.
  3. If you want to keep this block as the end of your conversational flow, toggle the End block option on.
9. Click the Preview option to see how the block would be displayed to the user.
10. Click Save.

Editing the Currency Block

You can edit a currency block whenever required, even after the flow is published or in the drafts section, by following these steps:

1. Open the flow and click on Edit.
2. Click the Currency Block, which you may have named differently.
3. Choose Edit from the displayed options.


4. Make the required changes to the block.
5. Publish the flow.


Copy a Currency Block

If you need to reuse a block that you previously created, you can copy that block and add it to your flow as it is or edit it according to the requirement.

1. Click on the Currency Block you wish to copy.
2. Copy the block to be pasted on the clipboard.



3. When you want to paste that block, click the Add block icon (+).  
4. The copied block would appear on the block listing section and be stated as Clipboard.
5. Click Paste Block and edit the details.



  1. The copied currency block can be pasted multiple times.
  2. If you no longer need to paste it, you can clear the clipboard by clicking the close icon corresponding to the clipboard option.
    When copying an existing currency block, all of its content, including any variables, will be copied as is.
  3. You can edit it as needed before adding it to the flow.
  4. Since the names of each block must be unique, the word '_copy' will be added to the copied blocks automatically; this can be changed if required.
  5. If you have copied a block and it is in the clipboard, deleting the copied block later will also remove it from the clipboard.

Deleting the Currency Block

1. Open the flow and click on Edit.



2. Click the Currency Block, which you may have named differently.
3. Click Delete.



4. Confirm deleting the selected block by clicking on Yes, Delete it.
5. Restore the deleted block by clicking the Undo option, but not otherwise.



5. Click Save.

6. Publish the flow.




Notes
  • If you delete a currency block while an end user is engaged in a live session with the bot, the previous version of the flow will be rendered until they restart the conversation.
  • After making changes, you will need to publish the flow for those changes to be reflected in an end user's session.

If the deleted block has dependencies, such as those given below, errors will be displayed.

Path below the block:





If the block was used to jump to a different flow:

 


IdeaUse case
A customer from the online store Zylker Electronics received their order but encountered an issue. They promptly visited the website and initiated a conversation with the bot. After getting their return processed, the Zylker team needed to know the amount the customer had paid for express shipping to process the refund to their account.

Examples of the currency blocks in a flow

Refunding shipping expenses

Requesting the customer to add the cost they had to make in order to receive the product through express shipping.
Bot prompt: To help us process your request, could you please enter the amount you spent on express shipping to receive the product?

Input given in the builder:

 



GC widget's output:




After the user submits the amount it costed them for the express delivery:





Best practices 

  • Clearly state what amount you need and why. For example, "Please enter the amount you spent on express shipping (in USD)."
  • Specify the currency if it's not already obvious. For example, "Enter the amount in USD."
  • Confirm receipt of the amount once entered correctly. For example, "Thank you! You've entered $50.00."
  • Inform users about the next steps after they provide the amount. For example, "We will now proceed with your refund process."
  • Inform users about how their financial data will be used and protected.
Notes

 A total of 500 blocks can be added in a flow. If you reach that count, you can use the jump block to create a new flow or delete unnecessary flows.





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