💡 Good to know: This feature is available when you have a Professional license or higher.
Are you interested in this functionality? Send us an email at [email protected] and we'll help you get started.
In addition to emailing the advised products, you can also extract the customer's email address on an info-page and on empty advice.
In this tutorial, we are going to explain to you in two steps how to query the email address on an info-page.
💡 Good to know: Aiden does not send emails on your behalf and does not store data, so you must connect product finder to your Customer Data Platform to ensure the data is stored properly and action is followed up. Learn more about connecting to a CDP in step 2 below.
Step 1: Settings in Aiden
1. In the Conversation section, create a new Info page click on the Customer contact tab on the right.
2. Turn on the Ask for customer email address toggle.
3. Fill in an Identifier by which you can recognize the form. This value is sent along to your CRM or CDP so you can distinguish between different forms there.
4. You can optionally turn on display opt-in with your own text. Use this to check with customers to see if they want to sign up for your newsletter.
5. If the info page is used as alternative advice and is therefore the last page in your conversation, you can set up a confirmation message. This is shown after submitting the form. You can compose your own text for the confirmation in the form submitted message field. If the info page is followed by another question or page, this confirmation is not shown, and the user proceeds directly to the next question or page.
6. Next, you need to link the product finder to your CRM or CDP to ensure that action is actually taken when a customer enters their email address. See step 2.
Step 2: Link your product finder to your customer data platform
Once a customer shares their contact information, they naturally expect to be contacted!
💡 Good to know: Aiden does not send emails on your behalf, so you must connect product finder to your Customer Data Platform to ensure an email with the advice is sent to your customer.
This is how linking to email works:
For each customer who fills out the form, Aiden sends an "event" from the product finder to the page in which it is embedded. This event contains:
the customer's e-mail address
the name of the used product finder
Whether the customer checked the checkbox
Here you can see what the actual event looks like - and how you interpret the data.
type InfoPageCustomerInfoSubmittedEvent = {
type: "info-page-customer-info"
advisorId: string
advisorName: string
isPreview: boolean
data: {
email: string
checkboxChecked: boolean
formIdentifier: string
}
}
Name | What it contains |
advisorId | The unique identifier of the Aiden app. This is guaranteed to be unique and could be used to differentiate multiple apps with the same name, but is otherwise not needed. |
advisorName | The name of the application you’ve set in Aiden |
formIdentifier | The value set in the info-page customer contact form. |
The email address entered by the customer | |
checkboxChecked | This will be either a |
On your end, you need to put a piece of Javascript on your web page that picks up the Aiden event and sends the information to your CRM/CDP.
You can use the following script as a starting point:
<script type="text/javascript">
// Listen for events on the webpage
window.addEventListener("message", function (event) {
// Check if the event is from Aiden and if it is the
// customer info submission event
if (event.data.advisorId && event.data.type === "info-page-customer-info") {
// Access the event data using event.data
var email = event.data.data.email
var checkboxChecked = event.data.data.checkboxChecked
var formIdentifier = event.data.data.formIdentifier
// ... Add your CRM/CDP script code here
}
});
</script>
Complete the scrip with a few lines of code that will allow your CRM/CDP to pick up the event and understand what it should do next.
Once this link is set up, you need to set up a trigger in your CRM/CDP that takes the appropriate action. For example, consider an e-mail containing a link that allows a customer to schedule a (physical) appointment.
💡 Need help setting up email integration? Get in touch and we'll help you get started: [email protected].
Step 3: Publish your changes and test, test, test!
Finally publish your product finder. After that, make sure to test the CRM/CDP link and check if the data is coming in properly and possible emails are being sent. Test the email link regularly to avoid dissatisfied customers!