What is "Client data collection"?
The action Client data Collection is used to ensure that the bot continues the flow only when the user voluntarily sends a message. This action allows gathering information from the client and storing it in variables or in the client card.
Please note: Client data collection cannot be set after the button, apply this action only after the block.
What data can be collected?
For export, you can save three types of data to the client card:
Phone number
Email
Text (message)
After data collection, if you display the client's response, send it to a CRM service, or provide a payment button, set a delay of at least 3 seconds to ensure the phone number or email is saved correctly in the client card and to prevent data transfer issues.
Each time a user passes through this block, their message will be saved in the client card. If the user sends a new message, it will overwrite the previous one.
To ensure the client’s response is saved in the client card (when collecting a phone number, for example), always add a message after this action.
Additionally, this action can be used to continue the chain of actions for the following types of client messages:
Referral code
Image
Video
Audio
Document
Checking if the answer is correct
If the answer is incorrect:
The bot will check the message sent by the user, and if it does not match the selected data category, it will prompt the user to resend their response. You can set the number of attempts from 1 to 5 or allow unlimited retries until the correct response is received.
For example, if you select the "Phone Number" category, the bot will ensure that the user sends digits rather than a text message or an image.
Client response waiting time
If the client responds after
Here, you can set a waiting timer. The bot will wait for the user's response within the specified time. If the time expires, there are two options:
Stop the bot without further explanation.
Stop the bot and send a message informing that the time has expired.
Save response in a variable
This is a useful parameter that allows you to save the client's response in a variable. You can then use this variable in future dialogs, for example, to customize messages or export data:
Important note: Currently, it is not possible to export variables when uploading the client database. This feature will be available in future updates. However, you can transfer variables to a CRM, send them as notifications to an operator via Telegram, display them in the dialog for the client, or simply view them in the client card.
Where to find the stored data?
All data collected through this block is stored in the client card. This data can be viewed in:
Example of data collection in automation
Use data collection to save the user's responses in a variable:
Then transfer the collected data to an operator in Telegram or to a CRM service.
Might be useful: