ServiceBell: Greet New Visitors With a Video & Question
CH
Christian Haskins
Created Nov 26, 2023
ServiceBell: Greet New Visitors With a Video & Question
8
1
Click on "Automations"
2
Click on "Engage a visitor" to create a new journey
3
Name it something like: "Personalized Video Greeting (first-time visitors)" — and click create
4
Click the default trigger
5
Click the default "URL" property
6
Remove the default "URL" property
7
Replace it with "Known Visitor" trigger property
8
Click on "Add rule"
9
Add a new action
10
Click on "Video Answer"
11
Upload and select your video
12
Click on "Save"
13
Add a new action
14
Click on "Ask a question"
15
Type your question in the "Message" box
16
Click "Email" and change it to "Choice"
17
Add your answers
18
Click on "Save"
19
Add a new action
20
Click on "Branch"
21
Click on "Question choice"
22
Pick one of the question choices from the previous step
23
Click on "Add rule"
24
Add a new action under "Match"
25
Click on "Route for call" or any other action you'd like
26
Save that action
27
Add a new action under "No match"
28
Click on "Close conversation"
29
Save the journey
30
Click on "Draft" to toggle its status to "Active"
Well done!
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