Stream Designer stream-designer
There are many stream combinations possible. This article contains an example where the marketer asks the site visitor if they have any product questions. If yes, the visitor can schedule an appointment. If no, the visitor is given the option to join a mailing list for future correspondence. They’re also offered a free PDF. The ultimate goal is either scheduling an appointment or collecting the visitor’s email.
Stream Designer Cards stream-designer-cards
The Stream Designer contains multiple cards you can add to shape the chat conversation.
Stream Designer Icons stream-designer-icons
In the upper-right of the Stream Designer, you’ll see a handful of icons. Here’s what they do.
Create a Stream create-a-stream
You can create streams for Dialogues or Conversational Forms. In this example, we’ll create one for a Dialogue.
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After you’ve created your Dialogue, click the Stream Designer tab.
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Drag and drop the Question card.
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Under Chatbot Response, word your question how you’d like.
note tip TIP You can customize the experience for chat visitors! -
Click the “insert HTML” icon
</>to insert your own HTML for the desired look and feel of the conversation. -
Use tokens for known chat visitors to personalize their experience (ex: Hello
{{lead.leadFirstName:""}}). Click the curly bracket icon{}and make your selection. Add a default value between the quotes if you want anonymous visitors to see something generic (ex: Hello{{lead.leadFirstName:"there"}}).
note note NOTE Poke is set to on by default, which displays the opening question next to the chat icon without the visitor having to click on it to see it. Poke is only available on the first card in the conversation. -
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Enter your User Responses and click Save.
note note NOTE Edit Stored Values is an optional step for those who’d like to store a different value in the database than what’s being displayed to visitors in the chatbot for mapped attributes in the Question card (ex: visitor sees “Search Engine Optimization,” you store that value as “SEO.”). -
For “Yes” we want to schedule an appointment, so below that option drag over the Appointment Scheduler card.
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In the column on the right, click Save.
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Since that’s a goal, drag the Goal card below the Appointment Scheduler.
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Name your goal (or choose an existing one) and click Save.
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For “No” we want to see if they’ll join the mailing list, so below that option drag over another Question card.
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Enter your response, and add response choices for the visitor. Click Save when done.
note note NOTE You can add more responses by clicking Add Response. -
Below the “Yes” response, drag over the Info Capture card so you can collect the visitor’s email.
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Click the Type drop-down and select Email.
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Enter a chatbot message and placeholder. Make sure the attribute is mapped to the appropriate field in Marketo Engage and click Save.
table 0-row-2 1-row-2 2-row-2 3-row-2 html-authored no-header Type The type of info you want to capture: Phone, Text, Email. Chatbot Message The message the visitor sees prompting them to provide the info. Placeholder Sample text helping the visitor see what to enter. Map Response to Attribute Allows you to sync the vistor's response to the corresponding field in their Person record in your Marketo Engage subscription. -
Since collecting their email is a goal, drag the Goal card below Info Capture.
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Name your goal (or choose an existing one) and click Save.
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Remember to add a response if they say “No.” One option is to drag a Message card below and say “thanks anyway.” But in this example, we’ll provide them with a free PDF document instead.
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In this example we’ll create a new document. Give it a name, enter the URL to the PDF you already have hosted, and click Save.
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Select the Preview toggle to preview your Dialogue.
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When you’re ready to activate your Dialogue, click Publish.
