Inbound Sales: Collect Leads' Email and Phone Number
Business Goal: Collect leads’ email address or phone number for identification when a conversation opens.
Benefits of Collecting Emails and Phone Numbers
Use the email address or phone number collected to:
Merge Contacts when a lead messages you from a different Channel.
Be able to enrich data from your CRM.
Gain lead qualification information.
Methods to Collect Contact Identification
Here are three methods that you can use to collect Contact identifiers:
Automatically obtained from Channel's Metadata.
Ask for a phone number or email using Workflows.
Use a Pre-Chat Form on the Website Chat Widget.
Automatically obtained from Channel's Metadata
Use this method when you are using channels that pass metadata containing Contact's phone number or email to respond.io platform.
YesHello platform automatically receives Contact's phone number or email address for the following channels:
For channels that do not provide Contact's phone number or email to YesHello platform, use the other two methods to collect Contact identifiers.
Ask for a phone number or email using Workflows
se this method when you expect leads to message you via instant messaging.
Method Objectives
Select and customize Workflow Template
Continue Workflow when the question is skipped
Workflow Setup
There are Workflow templates set up by our team that you can use immediately. These templates can be edited to fit your business needs.
Learn more about Workflow Templates here.
Select and customize Workflow Template
On the YesHello platform, click Workflows > + Add Workflow and choose your templates.
To collect emails, click Welcome Message & Ask For Email > Use Template.
To collect phone numbers, click Welcome Message & Ask For Phone Number > Use Template.
Then, customize the Welcome Message & Ask a Question Step as desired.
💡Have a question?
If you have a question, feel free to contact our support team here
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