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 detail.This block ensures that the end-user's input is validated as the user's chosen currency.
- This block is supported in all channels.
- Input should not exceed the character limit of 300.
Steps to create a currency block
Learn how to create a flow here.
1. To add the Currency block to the flow, click on the add block icon (+)
2. Choose Currency under the Question Cards section.
3. Add the Question in the question field.
4. Choose the Currency type from the dropdown.
Currency types currently supported by GC includes, Rupee, Dollar, Euro and Yen.
5. Add a unique name for your block in the Block name field.
If you try to close the block listing without saving the currency block, all the unsaved changes will be lost permanently.
6. Input variable will auto-populate according to the added block name; you can change it if needed.
If you enter the name of an existing block for another block, the below error will be displayed.7. Adjust the existing Validation Error Message to fit the context of your text block.
8. Click on the Preview block option to see how the block would be displayed to the user.
9. If you are satisfied with the output, click Save.
9. If you are satisfied with the output, click Save.
5. Click Save.
6. Publish the flow.
- If this block is not mandatory for your user to answer, toggle 'on' the option to Skip Block. This option is not available for flows of WhatsApp, Telegram, and Facebook Messenger channels.
- If you want to keep this block as the end of your conversational flow, toggle 'on' the End block option.
Editing the currency block
You can edit an 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 Block from the displayed options.
3. Choose Edit Block from the displayed options.
4. Make the required changes to the block and click Save.
5. Click Save.
6. Publish the flow.
- If you edit a 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 a change is made to an input variable, it will be updated automatically across all flows where the variable is used.
Copy a currency block
The Copy Block option can be used when 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. Choose the Copy Block option; the block will be pasted on the clipboard.
3. When you require to paste that block, click the Add block icon (+).
The pasted block would appear on the block listing section and be stated as From Clipboard.4. Edit the block if required or simply click Paste.
- The copied currency block can be pasted multiple times. 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. You can edit it as needed before adding it to the flow. 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.
- 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 on the Currency Block, which you may have named differently.
3. Select Delete Block from the displayed options.
4. Confirm deleting the selected block by clicking on Yes, Delete it.
You can use the undo option to restore a deleted block as your following action, but not otherwise.
5. Click Save.
6. Publish the flow.
- 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:
Use caseA 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.
Supported channels
The currency block is supported in the following channels:
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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