Visitor Info Cards | Codeless Bot - Zoho SalesIQ

Visitor Info Cards

Visitor info cards are used to collect type-based information like name, email, phone, website, etc. from the visitor and store them as per the requirement.

Channel compatibility and limitations

      
All visitor info cards are supported in Facebook, Instagram, WhatsApp, Telegram, and LINE.


Name 

The name card can be used to get the Name of the visitor during the bot conversation. The name collected in this card will be updated as the visitor's name automatically in the SalesIQ portal.

  • To add a name card to the bot's flow, click on the cardholder (+) icon to view the card gallery and select the Name card under the Visitor Info card section.

  • Now enter the message that you want to show in the card and placeholder text.
  • You can also make this card mandatory by unchecking the ' Allow visitor to skip ' option. 
  • Give a Hint text , default value where the name of visitors can be stored and them for further actions. 
  • Enter the error text that will be shown if the visitor hasn't entered a name. Click Save.

Example - Getting the Name as input from the website visitor.



Sample Output


Email

The email card can be used to get the email of the visitor during the bot conversation. The email collected in this card will be updated as the visitor's email automatically in the SalesIQ portal.

  • To get the visitor's email, click on the card holder (+) icon to view the card gallery and select the Email card under the Visitor Info card section.

  • Now enter the message that you want to show in the card and placeholder text.
  • You can also make this card mandatory by unchecking the 'Allow visitor to skip' option. 
  • Give a  Hint text default value  where the email of visitors can be stored and them for further actions. 
  • Enter the error text that will be shown if the visitor hasn't entered an email. Click Save .

Example -  Getting the Email as input from the website visitor.



Sample Output



The phone card can be used to get the visitor's phone/mobile number during the bot conversation. The number collected in this card will be updated as the visitor's phone number automatically in the SalesIQ portal.

  • To get the visitor's phone number, click on the card holder (+) icon to view the card gallery and select the Phone card under the Visitor Info card section.

  • Now enter the message that you want to show in the card and placeholder text.
  • Specify the Country code  and you can also make this card mandatory by unchecking the 'Allow visitor to skip' option. 
  • Give a Hint text , default value where the name of visitors can be stored and them for further actions. 
  • Enter the error text that will be shown if the visitor hasn't entered a valid phone number. Click Save .

Example - Getting the Phone number as input from the website visitor.



Sample Output


Company

This card can be used to get the company's name.

  • To add the Company card to the flow, click on the cardholder icon (+) and choose Company card under the Visitor Info card section.

  • Now, Specify a name for the card, add the reply text in the message input field, and click Save. You can also add card images or attachments to enrich your response. 
  • After clicking Save, you can view the card on the bot builder page.

Example -  Getting the Company name as input from the website visitor.



Sample Output


Visitor Fields

Visitor fields card can be used to ask a custom questions to your visitors. 

  • To collect other data of the visitor, click on the card holder (+) icon to view the card gallery and select the Visitor fields card under the Visitor info card section.

  • Now, give a name to the card, enter the message that you want to show on the card, and placeholder text. You can make this card mandatory by unchecking the Allow visitor to skip  option. 
  • Choose the type of data you want to get in the Choose type  section. 

Data types:

  • Email : To recieve any email address.
  • Phone : To recieve any phone number.
  • URL : To get URLs from the visitor.
  • Number : To get the specific numeral values.
  • String : To get content in text format.
  • Password : To get the password from the visitors. Note : The password will be masked won't be visible anywhere in the UI.
  • After selecting the data type, you can update the collected data to the visitor field and the bot's context . Click Save .

Example - Getting the ticket ID from the website visitor using visitor fields. 



Sample Output


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