Build a multi-step messaging platform welcome chatbot that captures leads into an email marketing service

Automation & No-Code

A no-code, multi-step welcome chatbot that engages visitors on a messaging platform, collects contact details, and forwards them to a generic email service for follow-up.

Who is this for?

Marketers, onboarding teams, and product managers seeking to automate lead capture across messaging channels.

Before you start

Access to a messaging platform, a no-code automation tool, and an account with a generic email service; basic data privacy awareness.

General Process (How it works)

  1. Outline lead capture goals, privacy disclosures, and data handling policies.
  2. Plan a multi-step flow that introduces value, asks for consent, and qualifies visitors.
  3. Configure the channels and a central automation layer to trigger flows.
  4. Create prompts for name, email, and any preferences with opt-in confirmation.
  5. Map fields to the contact list and apply tags or segments.
  6. Route leads based on responses to trigger tailored follow-ups.
  7. Set up welcome messages or emails to nurture the lead.
  8. Run scenarios to verify data flows and error handling.
  9. Track metrics and iterate on the conversation flow.
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