Introduction

This summary provides an in-depth overview of how to seamlessly incorporate email functionalities within chatbot workflows.

It covers the process of sending emails, customizing content, managing triggers, and integrating user interactions to enhance engagement and automation efficiency.

Sending Emails Directly from Chatbot Flows

• Right-Click Method:
  To initiate an email, right-click within your chatbot flow and select "Send Email".

• Email Profile Selection:
  Choose from previously configured email profiles to ensure proper delivery and branding.

• Recipient Options:

  • Send to any email address manually entered.

  • Send to a subscriber by selecting the saved email system field.

• Email Customization:

  • Subject & Pre-header:
    Add compelling titles and pre-headers; note that pre-headers may increase spam risk, so testing is essential.

  • Templates:
    Use pre-designed templates or create new ones on the spot for quick deployment.

• Email Content Components:

  • Headlines, text blocks, images, buttons, and attachments can be included to craft engaging messages.

• Actions on Email Open:

  • Set specific actions when the email is opened for the first time or repeatedly.

  • Options include sending notifications, tagging users, or progressing to the next chatbot step.

Managing Email Triggers and Actions

• Notification & Tagging:

  • Notify yourself when an email is opened.

  • Tag users to segment or trigger further automation.

• Continuing the Workflow:

  • After an email is opened, the flow can automatically proceed to subsequent steps, maintaining engagement.

Incorporating User Interaction via Buttons

• Button Integration:

  • Add buttons within emails to prompt user actions.

  • When pressed, these buttons can trigger messages or reopen the chatbot.

• Re-engagement Strategy:

  • Use buttons to bring users back into the chatbot, guiding them through tailored conversations or offers.

• Channel Selection:

  • Open the chatbot on specific channels based on user interaction, ensuring a seamless experience.

Summary

In summary, integrating email functionalities into chatbot flows offers a powerful way to automate communication, personalize user experiences, and increase engagement. By leveraging customizable templates, trigger-based actions, and interactive buttons, businesses can create dynamic and responsive campaigns. Testing is crucial, especially when using pre-headers or attachments, to avoid spam filters and ensure deliverability. Mastering these tools enables a sophisticated, automated marketing ecosystem that nurtures leads and maintains ongoing customer relationships.