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Creating Sales Bots

Ashleigh Elgar avatar
Written by Ashleigh Elgar
Updated over 2 years ago

You can use Sales Bot to create a complete thought out and customized sales email sequence. The sequence consists of 7 emails, each aiming to close more sales for you.

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The bot then takes it upon itself to also determine who is to receive these emails. This is done by it automatically detecting who you’ve tried to sell the package to.

The bot recognizes and triggers the email sequence to those who have attended a webinar in which you have pushed out a package or have received a community post with a package attached or a package landing page.

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Before you set up a sales bot, you need to create a package with a landing page linked to it and also create a discount coupon.

To create a Sales Bot hover over the Your Communities drop down and select your community:

Click on Sales Bot from the menu option on the left:

Click on Create New Sales bot on at the top right.

Give your Sales Bot a name and select the landing page connected to your Offer and click on Save.

You can now optimize the bot by selecting the trigger settings, customizing the email and attach client feedback to improve conversions from the sales bot:

Click on Save Sales Bot once you have made all the changes to the bot.

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