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Chatbot for lead generation could be the uptrend for lead generation strategy in digital marketing which is the combination of chatbot marketing strategy with lead generation strategy to become one whole process that can be the alternative solution for sales funnel as well.

In fact, lead generation process is one of the important parts in digital marketing strategy for your business no matter what kind of industry you are in. It's not only just important to obtain and collect the leads as many as possible, but generated high quality leads also become the essential part throughout the process of lead generation strategy.

The ultimate purpose of lead generation process is to generate, filter, and narrow down the leads into the qualified leads through out the path of lead qualification process. And of course, for those leads that had been filtered out as "non-quality" leads, they are still can be your potential customers and need to go through the sequences of nurturing process.

So now you had understand that chatbot for lead generation is the perfect combination to become part of your digital marketing strategy for your business. Let's deep dive into it in the next section.

What is Lead Generation Chatbot ?

AM Blog What is lead generation chatbot

In general, lead generation chatbot is the lead generation process that integrating with chatbot marketing automation which is design for generating and qualification the leads all-in-one process.

With the combination of lead qualification process, chatbot automation enable to configure to qualify and segment the leads into sales funnels such as special promotions, upsells, deals, and offers in automated way.

This type of chatbot marketing strategy is specifically crafted for lead generation by using the combination of direct or indirect conversational marketing strategy that makes it more directive way to generate the leads through the process of audience engagement and interaction all can be done into just only one whole process.

Throughout the process of lead generation via chatbot marketing automation, you are able to generate and qualify leads in fully or partially automated way. By using chatbot for lead generation, it also makes the whole process become much more effective and efficient without dragging any delay moment. Unlike traditional lead generation method, the whole process would takes numerous duration which some part of procedure require manually process.

Now, you have understand the basic concepts and overview functions on how lead generation chatbot works on lead generation process. Let's dive deeper into the reasons of using chatbot marketing for lead generation is so important in your business.

Why Chatbot marketing For lead generation Is So important In Your Business?

AM Blog Why Chatbots Are So important In Lead Generation Strategy

To explore more into how chatbot marketing automation can help your business in the fast-paced digital world, you need to understand why chatbot marketing for lead generation is so important in your business on implementation and execution of digital marketing strategy.

Let's take a look at some of the recent data that shows how chatbot marketing can actually helps your business in today's highly competitive market.

According to Forrester, there are more than 5.5 billion messaging apps users in the world today. That's an astounding number, and this is definitely a huge driver for chatbot technology.

A recent industry report reveals that about 1 million businesses use AI chatbots every now and then. It is used to generate quality leads, aside from providing solutions for bridging customer retention gaps. It is also helpful in generating quality leads within the parameters of analyzing activity.


This able to helps you to achieve lead generation in more efficiently and providing better customer service support to customers through the chatbot marketing automation. Your sales representatives can use chatbot marketing to provide better services, without having to deal with unnecessary issues and tasks that can make the work productivity inefficiently, exhausted, and bored.

Now, let's reveal the 5 reasons of why chatbot marketing for lead generation is so important in your business.

Customize The User and Customer Experience

The common lead generation techniques for most of the digital marketers are using is the typical landing page creations or sales pages with the call-to-action buttons and lead form embedded as the essential part to generate leads. To complete the lead generation process, you need to wait the user submitted their details and get started to qualify the leads after receiving the submission.

Although this kind of lead capture strategy still works well, however, in terms of user and customer experience-wise, it's kinda boring and less attractive. Moreover, it's become an ineffective when visitors coming in across all different websites that most of them are using the same lead capture technique that makes them less impressed with it.

Therefore, to prevent from becoming another bored and poor customer experience perception, one of the lead capture strategy that you can apply new way of lead generation strategy by using chatbot automation as an interactive lead generation tactics replacing the typical type of boring landing page with only lead form embedded.

So how this new way of interactive lead generation tactics works? Let me illustrate for you, when the visitors are landed on your website and a chatbot is opt-in on your website and welcoming to visitors. This a little hack can makes your lead capture process become more interactive that not only visitors able to takes an opportunity to interact with chatbot while it also gaining their intention to know more about your business and your brand.

Thus, this interactive lead capture technique able to build the trust and relationship, subsequently the higher lead conversion with generated high quality leads.

Now, let's move on to the second benefit of why chatbots are important in your lead conversion strategy.

Improve and increase The Sales Conversion Rate

As mentioned before in the previous point, the most common lead capture strategy use in both websites and social media platforms is the typical lead form submission technique. As this technique works is to capture the leads from the visitors who are willing to fill and submit their details via embedded lead form.

And subsequently, the leads had been generated will go through the sales funnels or drip campaigns to nurture, educate and promote the products or services via email marketing, messaging marketing, and social media marketing.

However a recent study shows that, the average of conversion rate through this conventional lead capture strategy is just about 2.35%. Even-though there are still a lot success case studies that proven this lead capture strategy still working well, but it's requires tons of time and resources to make is work, which is challenging for small-medium business owners and startups.

When chatbot automation integrate with lead capture strategy, it's able to makes the lead generation process become more efficient and effective comparing to conventional lead capture process.

One of the reasons of why you should use chatbot for lead generation strategy is because of chatbot automation able to respond instantly by automating the conversation flow based on expected situation and queries. Unlike conventional lead capture technique, may require longer time consumption and manual tasks to complete the whole process.

Here is a simple illustration on how lead generate strategy works on chatbot automation, when your Facebook Pages had been connected to Chatbot automation tool like AutoMessenger chatbot builder, the FB Messenger chatbot will initiate the respond to the visitors or followers who are asking the questions via Messenger based on the keywords recognition and conversation flows that had been set inside the software.

React Spontaneously In Real-Time

In this recent years, chatbot marketing automation is become widely use for most of the digital marketer due to ease to use as well as almost zero cost compare to the implementation of complicated and enterprise style of lead capture strategy which required huge efforts, resources and costs.

In fact, chatbot automation had been designed to react spontaneously in real-time when it comes to handle the lead capture process. One of the biggest advantage of using chatbot for lead generation is able to interact and respond with users' queries as quick as possible so that it can build to relationship bridge as fast as possible.

Thus, for the reason of why Facebook had well developed the Messenger platform that allowing to integrate with chatbot automation is to brings the full potential on the power of marketing automation which able to take social media marketing strategy into the next level.

Hence, chatbot automation tool is one of most effective growth hacking tools for digital marketing in terms of user experience, which ultimately helps sales and support teams connect with prospects and customers more quickly and efficiently. How does chatbot automation tool works for your sales funnel as well? Well, we will go through this in this article as well.

Now let's move to the last benefits of chatbot for lead capture strategy.

Chatbots Can Serve In 24/7 Without Resting

One of the persuasive reasons of why you should use chabot for lead generation in your online marketing channel is able to optimize and scale your business productivity by automating those tasks that can't managed and automated by humans 24/7 such as customer service, technical support, taking order, instant quotation request and so on.

In additionally, you can configure and automated the bot flow based on various objectives or purposes that want to achieve, as well as to obtain the information from the potential customers. This is the power of automation when it comes to chatbot automation integrating with lead generation strategy.

So how you can setup your own chatbots and lead capture flows easily and run it 24/7 seamlessly without any coding or technical knowledge? AutoMessenger is the perfect chatbot builder and automated lead generation tool for all people, especially for beginners. Here's why, just like playing the lego blocks, you can just plug in play around the elements to create the conversation flows in a more flexible way by using AutoMessenger's Visual Flow Builder feature.

You can use this visual flow builder to build your chatbot conversation flow starting with a personalized greeting to call-to-action to get their information to complete the part of lead generation and segment them into different drip campaigns or sales funnel campaigns in order to convert them become your real customer as the main objective. Do check out how AutoMessenger visual flow builder works here!

How to Build Your Own Lead Generation Chatbot with chatbot builder

AM Blog How to Build Lead Generation Chatbot with chatbot builder

Now let's get started on how to build your very own lead generation chatbot with no coding skills and knowledge, totally beginner-friendly tutorial! So what do you need to prepare? We going to use AutoMessenger Chatbot builder to get started as our only tool that is needed, so let's get started!

Step 1: Create a Free Account In AutoMessenger

First and for most, go to AutoMessenger and click Sign Up on the top-right of the page if you are using the desktop browser or click on the sandwich button at the top right of the page and click-through "Sign Up" if you are using mobile browser and it will redirect you to a new page where you can log in your accounts if you had registered otherwise just sign up an account for free here!

There are 2 ways to create your new account, the first option you can click "Create Account" hyperlink at the bottom of the login form where it will redirect you to sign up page and ready to sign up by filling the form with the following details: Name, Email, Password, Confirm Password and Captcha. Once the details had filled in, tick " I agree with the terms and conditions" and submit the details by clicking the "Sign Up" button.

For security purposes, once you had submitted, a notification bar will show up about sending an activation code to your email address that has been registered for verification. Log in to your email and you will receive the activation code send from "AutoMessenger Chatbot Builder".

If you don't receive the activation mail, most probably the mail had been fall into the Spam mailbox, so be sure to check your spam mail as well. Neither doesn't appear in both parts, you can send messenger support here or via email: support@automessenger.me provided details with your Name and Email address that used for registration. Sounds so complicated the registration process? Well, we provide another much easier option for you!

For the second option on register a Free AutoMessenger account, just click on the "Login with Facebook" button on the login page below the login form, it will redirect you to your Facebook account page if you are using desktop browser or your Facebook app if you are using your mobile browser.

A popup box will come out with account permission to allow AutoMessenger app allow to connect with your Facebook account, please make sure that you are connecting the right Facebook account before you continue the next step, if is not the right account to connect, you can click "Log in to another account" hyperlink to sign in with another Facebook account that you would like to connect with. Otherwise, click Continue As "Your Account Name" to proceed the next step.

The next notification will ask about which Facebook Business Pages would like to connect to AutoMessenger app and tick those pages and click the next button. And finally, make sure that all the permission is switch on to ensure that your messenger chatbot setup and configuration can work properly, and click on "Done" together with "Ok" button.

Congratulations, you are done! Your account had been registered successfully! Now, we can jump to the rocket and ready to launch for your first ever chabot for lead generation in AutoMessenger! Let's go to the second stage!

Step 2: Enable And Activate Your First Messenger Bot

Once you are inside the dashboard, you can view the main menu selection feature tabs are available on your left screen of the dashboard including Subscriber Manager, Messenger Bot, Broadcasting, and Flow Builder where all are free to use.

To Make Your Facebook Page Messenger Chatbot work, you need to import your Facebook Pages from your Facebook account. Click "Import Accounts" from the dashboard of your AutoMessenger account, and click "Login With Facebook" to import your Facebook Pages from your Facebook account. Once clicked "Login with Facebook", you will be redirected to your Facebook account to approve the linked account permission by confirming your account login.

Please take note that you can import from multiple Facebook pages from different Facebook accounts, just simply login to another Facebook account and follow the same steps as above. For more details on how to import your Facebook pages to AutoMessenger, you can go through this tutorial via login your membership site here!

Once your Facebook pages had been imported from your Facebook account, you can see the page lists inside the Import accounts tab. To enable your chatbot for your Facebook Pages, select and click "Enable Bot Connection" with the "Blue Socket Icon" besides the page listed. And done! The chatbot of your Facebook page has been activated! Now it's time to create your very first Messenger Chatbot with AutoMessenger!

Step 3: Start To Create And Configure Basic Setup For Your ChatBot

Let's start exploring the Messenger Bot section by clicking the "Messenger Bot" tab in the main menu. Inside the Messenger Bot section, there are a number of selection features are available to play around with.

However, for this guide, we are going to build a simple chatbot to let you understand how the Facebook Messenger chatbot works. If you want to discover more about the rest of AutoMesenger's Messenger Bot features, check out this tutorial here.

Let's click on "Bot Settings" tab, inside the Bot Settings you can see there are 3 columns on this section, the first column shows your Facebook page (s) had been enabled and connected into the bot connection list. The second column shows the Messenger Bot settings that you can configure to your selected Facebook Page.

From this column, there are the following configuration that available which is "Bot Reply Settings", "Get Started Settings", "General Settings", "Action Button Settings", and "Persistent Menu Settings". Let's briefly walk through the functionality one by one:

  1. Bot Reply Settings: Setup a reply bot based on the keywords that had been inserted. For example, create a bot named "Hello Bot" and providing the keywords such as "Hi", "Hello" & "Howdy" with comma-separated (exclude " " during inserting the keywords) and lastly providing the reply message such as "Hi, #LEAD_USER_FIRST_NAME# how can I help you?" For #LEAD_USER_FIRST_NAME# is the personalized message to address the recipient's name.
  2. Get Started Settings: For Get Started Settings, you can either enabled or disabled the "Get Started" Button before initiating the conversation. You can insert the welcome message to show some sense of sincerity to your audience before start the conversation in the messenger. And for an Ice breaker, you can either enabled or disabled to configure the quick questions that the audience frequently asked, so that it will redirect straight to the responses that they are requested.
  3. General Settings: The general settings are not necessary just the optional options including enabled or disabled for "Mark as seen" status and providing human email if the audience would like to contact directly with human interaction.
  4. Action Button Settings: You can create an instant or built-in templates quick reply such as phone quick reply template, email quick reply template, unsubscribe quick reply template, birthday quick reply template, location quick reply template and chat with human quick reply template.
  5. Persistent Menu Settings: You are able to the configure persistent menu directly to the message box. It also acts as a quick way to redirect your audience to the important conversation block or call to action. You can add the postback of the conversation block. For a better understanding of postback conversation block. Log in to your membership area to go through the postback configuration tutorial here. Additionally, you can add external destinations as a persistent menu such as your website by inserting the web URL.

After you had done configured all of these Messenger Bot of Bot Settings, your first messenger chatbot is ready to go! However, you can set up your chatbot is more advanced and more functionality to impress your audience.

Step 4: Create A Webview Form As Your Lead Form

This step is quite straightforward because as you could build a registration form or a lead form similarly to google form or Facebook page lead form where you can build the lead form simply by dragging the components that you want to get for specific information such as first name, last name, email address, phone number and address.

In AutoMessenger, the lead form can be done by clicking the "Messenger Bot" on the left main menu in the dashboard and inside the Messenger bot page, there is a "Webview Builder" tab, just hover and click through it. Once inside the webview builder page, click on "Create new form" button to start create a lead form.

Following the required details and components of the webview builder that need to fill and drag into the form editor:

  1. Form Name: Name the lead form.
  2. Form Title: Name your form title that will be showing at the top of the form.
  3. Select Page: Select a Facebook Page that you want to assign the form.
  4. Header: Name the headlines as part of the form content.
  5. Text Field: You can insert the text field as first name(text type), last name(text type), email(email type) ,and phone number(tel type).
  6. Text Area: If you require the leads to answer the open-ended question where the long-form text is needed.
  7. Select Group: A option group where can select the option in a drop-down format.
  8. Radio Group: A option group where can select the option in a radio check format.
  9. Checkbox Group: A option group where can select the option in a checkbox format.
  10. Date Field: A field where can select the specific date in the calendar form.
  11. Time Field: A field where can select the specific date in the timer form.
  12. Button: A final step of the submission process to submit the details that had been filled inside the form.

Step 5: Design Your Lead Generation Chatbot With Visual Drag-n-Drop Flow Interface Easily!

This step is the most important and the most exciting part of the whole tutorial. Why? Because you can start to build your rocket with fully loaded facilities and ready to build it fast and easily. There are no limits to build AutoMessenger Visual Interface Drag-n-Drop Flow Builder that you can fully control your chatbot conversation flows from start to end without any limits which are all about how creative you are to create your chatbot like a champ! So without further ado, let's kickstart to build your very own lead generation chatbot now!

In the menu tab, click on the Visual Flow Builder tab. In the Visual Flow Builder section, you can see there is a "Create New Flow" button, click it to create your chatbot flow. Then it will come out with a popup to select the Facebook page that would like to configure the chatbot flow builder.

In the Flow Builder section, there's an editor-wide screen with two main components that appear on your screen. On your left of the screen, there a sidebar called dock menu and another component that appears in the editor called "Reference of the bot" where is indicated your bot-building will starts from here. On the dock menu, there are a total of 20 elements are available in the dock menu depending on what plans you sign up for.

For the Free plan, there are few features that are not available in the bot messenger settings and in the visual flow builder which are User Input Flow, Condition, New Sequence, Single Sequence, and E-commerce. However, there are more than enough features to build your own lead generation chatbot and strategy flow. Need more features? Check out our upgrade plans and overview of AutoMessenger Visual Flow Builder to get more information and for a better understanding of all features inside the visual flow builder.

Let's continue on how to build the lead generation chatbot builder with AutoMessenger Visual Builder. Following the simple and comprehensive instructions below without covering all the elements in the dock menu, only pick those elements that important for building your lead generation as our objective in this article:

  1. Select and drag a "Trigger" element in the editor and connect the trigger to the trigger socket of the "Start Bot Flow" element by dragging the arrow from the trigger dot connector.

    In the trigger element, you can insert the keywords as the text data to trigger the bot and start the chat flow,  you can insert multiple keywords in the trigger element, all you have to do is hover on the trigger element that just dragged into the editor and then double click the element, another sidebar will be appear after you double click it at your right of the screen where is the side that you can insert your keywords to trigger your bot.

    In addition, you can also need to name your chatbot flow by hovering and double-clicking at the "Start The Bot" element where the left sidebar appears to configure your bot name as the reference. You can name it whatever you want, just make sure that the name easily to recognize and know the objective of the bot.
  2. Select and drag a couple of important elements such as "Generic Template" or "Text" with "Button" or "Quick Reply" or both "Button"+ "Quick Reply" combination action elements as the first conversation block to initiate your bot. So what's the difference between "Generic Template" and "Text" elements? In short, the generic template is the element where you can insert a single image plus the text message become a single block of conversation chatbot flow.

    Whereby "Text" can only insert the text-based message with a single image upload which is available for generic template elements. In both elements of "Generic Template" and "Text", there are 4 connectors that need to link other element blocks.

    Let's briefly cover these 4 connectors are, reply connector (must be connected with the previous block element which is "Start Bot Flow" to either "Generic Template" or "Text" reply socket), next connector (is a connector where you can connect next elements blocks except button and quick reply element which they both have separated connectors with each other), button connector (a connector that only connects to the button element as an action), and quick reply (a connector that only connects to the quick reply element as an action).

    For more details on the difference between "button" and "quick reply", you can check out this article.
  3. Repeat the same instruction from 1 and 2 to complete your desired lead generation chatbot flow. Take note that your lead generation Chabot must be ended with action elements which the button element that can bring the visitor to the webview builder form to get details from the visitors. When the webview form is submitted, you have completed the process of lead generation chatbot.

You got your leads, it's time to grab your money! Oh yeah! That's so easy to build a lead conversion chatbot with AutoMessenger isn't it?

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