Classifying prospects with a lead stage is a super useful way of both sorting and labeling your contacts based on their interactions with a Playbook.
You have the option of setting lead stages when prospects hit a certain Goal within your Playbook, or you can even set them in-line! You can use Lead Stages to prioritize your responses within the Conversation View and even send tailored emails to specific users by building a segment with Lead Stages.
In this doc, we'll show you how to
- set up lead stages in a Bot Playbook
- utilize lead stages in our Pop Over Playbooks
- create a segment based on lead stage
- show lead stages in action
Lead stages are available on all plans. Bot Playbooks are a feature of the Pro plan and above.
Using Lead Stages in Bot Playbooks
From within the visual builder, you can attach a lead stage to a prospect from any response (button or freely typed) or from within a Goal.
Assigning a Lead Stage After a Visitor Response to a Question
In the builder, choose any of the nodes under the Visitor responses that you've configured for your Question nodes.
You'll see an option to Set lead stage. From here, you can select any existing lead stage you've created/used before, or type into the dropdown to create and set a new lead stage.
Setting a Lead Stage After a Skill
You can also set a lead stage depending on the output of a skill, such as as email capture or a phone capture.
Using Lead Stages in Other Playbook Types
You can also utilize lead stages in our other chat Playbook types as well! Select any existing Playbook or create a new one from the Playbook Marketplace. Once inside the Playbook, simply click on Engaged under Goals. You can select any of your existing lead stages or type to create a new one!
Using Lead Stage Classification to Create Segments
Building segments off of lead stage classifications is an effective way to retarget visitors to receive email or chat Playbooks to groups of people with the same attributes.
Within the Contacts view, click Create Filter, then Attribute, then Lead Stage. Then, select your desired conditions, name your segment, and click Save as Segment.
Seeing Lead Stages in Action
"Lead Stage" classification in Contacts view:
Within the Contact Details view: