Skip to main content
Answered

I am building a custom outbound bot where in one of the conversation flows I'm asking a visitor to submit 4 pieces of data. What is the best way to set this as a goal completion?

  • October 28, 2021
  • 1 reply
  • 45 views

Once completed, the conversation will be routed to a Sales group. However, I'm having difficulty setting a goal with the desired structure.

 

Specifically, the questions are:

 

  1. Name
  2. Tel
  3. Email
  4. Credit Range

 

In goals, I can only set the "goal" related to one of the options in Credit Range. However, "completion" in my mind is actually just selecting any Credit Range option. This completes the 4 data points.

 

Is there a better/different way to approach this?

Best answer by Eric Fitz

Hey @mike w11​, it's currently not possible to set multiple attributes as a Goal for a Custom Bot, or indeed any kind of outbound messaging in Intercom.

 

My suggestion would be to forego the Goal setting for reporting on your Custom Bot, and add a follow up action to tag users once they've completed this particular part of your bot flow.

 

You can then filter your user list by this unique tag to determine how many of them meet the criteria.

View original
Did this topic help you find an answer to your question?

1 reply

Eric Fitz
Employee
Forum|alt.badge.img+5
  • Employee
  • 1630 replies
  • Answer
  • November 1, 2021

Hey @mike w11​, it's currently not possible to set multiple attributes as a Goal for a Custom Bot, or indeed any kind of outbound messaging in Intercom.

 

My suggestion would be to forego the Goal setting for reporting on your Custom Bot, and add a follow up action to tag users once they've completed this particular part of your bot flow.

 

You can then filter your user list by this unique tag to determine how many of them meet the criteria.


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings