IntelliTicks
  • Introduction
  • Getting Started
    • Overview
    • Build your first playbook
      • Start with Pre-build Templates
      • Start from scratch
  • Installation
    • IntelliTicks Plugin Script
    • Plugin Installation
  • Facebook Messenger Bot
    • Getting Started
      • Connect Facebook Page
      • Link Playbook to Messenger
    • Testing FB Messenger Bot
  • WhatsApp Bot
    • Benefits of WhatsApp Chatbots
    • Getting Started
    • FAQs
  • AI Builder
    • Playbooks
    • Nodes
      • Add and Send Data
        • Text
        • Image
        • Links
        • Youtube
        • Gallery
        • Dynamic Node
      • Collect User Data
        • Quick Reply
        • Form
        • Datepicker
        • Web View
        • Payment
        • Rating
        • Slider
        • Ask Question
        • Mutli Selection Reply
        • Quick Reply (with branches)
      • Redirect Users
        • URL redirect
        • Conditional branching
        • Go to Playbook
        • Jump to node
      • Export & Import
        • JSON API
      • Connect Users To A Human
        • Notify Agent
        • End Automation
      • Additional
        • Wait
        • Client Javascript
        • Actions
    • Actions
    • FAQ Training
    • Keyword Training
    • Advanced
      • Advanced Actions
  • Flash Responses
    • Flash Response
    • Create Flash Response
    • Using Flash Response
  • Customizing Platform
    • Widget
      • Theme Customization
      • Chat Widget Texts in Local Language
      • Adding Start Over button
      • URL Rules
      • Advanced Customization
        • How to Easily Add Custom CSS to Chat Widget
    • Chat icon/Bot Profile Photo
    • Different chatbot on each URLs
  • Integrations
    • WordPress Integration
    • Shopify Integration
    • Shopify Installation via Private Apps
    • Google Analytics
    • Magento Integration (1.x)
    • Magento Integration (2.x)
    • LeadSquared Integration
    • Marketo Integration
    • Salesforce Integration
    • Zapier Integration
      • Data Available in Zapier
    • Zoho CRM Integration
    • Wix Integration
    • Custom/in-house CRM integration
  • How to
    • Change the Default Playbook
    • Schedule meetings on calendar
      • How to integrate calendly for meetings
      • How to integrate Acquity for meetings
      • How to Integrate YouCanBook for meetings
    • Block a User
    • Delete a User
    • Hide trigger message from website
    • How to show chatbot in right middle of website
    • Start chatbot on a button click
    • Create chatbot landing page
    • Customize Landing Page Link
    • Enable Notifications on browser
    • Popup bot on Facebook page automatically
    • How to send data to chatbot via Javascript
  • Growth Hacks
    • Facebook Retargeting
    • Messenger Ads to chatbot
  • Troubleshooting
    • Messenger Bot is not working as expected
    • How do I remove the Messenger app in Shopify?
    • Push Notification Issues
  • Partnerships
    • White-labeled Chat Platform
    • Affiliate Partnership
  • Miscellaneous
    • Languages Supported
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  • Fields
  • Questions
  • Actions

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  1. AI Builder
  2. Nodes
  3. Collect User Data

Form

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Last updated 6 years ago

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A form is used to create a small incremental form for information collection. It is incremental in nature which means if the form needs to collect multiple attributes, it will first ask only one attribute and will wait for the visitor's response. Only when the visitor has provided the response, it will ask the next question.

Fields

  • Text before Question - The message that is displayed before form questions appear

  • Questions - List of questions that will be asked as a part of this form

  • Text after Question - The message is displayed after all the Form questions are answered.

Questions

Questions are various attributes you can collect in a Form style input.

Types of Questions

  1. Email - Collects Email and sets it as the email of the visitor

  2. Name - Collects Name and sets it as the name of the visitor

  3. Phone - Collects phone number and sets it as the phone of the visitor

  4. Text - Simulates a multi-line text input

  5. Regex - This is an advanced option. It is a single input line text box and you can use JavaScript's Regex expression to check the validity of the response before accepting it.

Fields in a Question

  • Text - It is simply the heading of the question. Whatever you add here will be shown above the input box.

  • Fail Msg - It is the message displayed when the visitor's response is not valid as shown below

  • Validation - (only available in Regex type Question). It is the regex expression against which the validation is done.

    • Some commonly used expression are

      • To accept any kind of input use - .*

      • To accept only numbers use - \d+

      • To accept alphanumeric input use - \w

If there is a Form node with attributes like Email/ Phone/ Name and if any of such attribute is already captured during some other conversation, the question for that known attribute is skipped. If all the questions are skipped, the entire Form node along with Text before Question & Text after Question is skipped.

Actions

Two types of Actions are available

  • Actions on Entry - These Actions are executed as soon as the Form node is reached during a conversation.

  • Actions on Question - If you click and expand any of the Question, under the expanded panel you will see there are Actions on Question. These actions are specifically tied to the Question you have chosen. So you can use these to do perform different actions on different questions answered by the visitor.

Here is the guide to create regular expressions -

click here