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7 min read

Use ChatOnce to capture, qualify, and engage leads

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You spend time and money finding ways to acquire new visitors to your website. Perhaps you run pay per clicks (PPC) ads on Google, or boost posts on social media. Maybe, you’re a fan of more traditional methods like radio ads, or printed flyers. Whatever your ways, you’ve directed leads to your website… Now what?

ChatOnce allows you to create smart, personalized, and fun chatbot experiences for your website visitors. You can use these bots to capture, qualify, and engage with leads in minutes, not days.

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There are three different publishing options available in ChatOnce. These are standalone bots, pop-up bots, and targeted bots.

Standalone chatbots are the easiest way to get started with ChatOnce. You can build one in a few minutes and then share it using a standalone link. They're great for campaign landing pages and there's no need to update your website!

Pop-up chatbots are ideal when you want to add a chatbot to a link or button on your website. For example, you could add a button on your pricing pages that pops up a customized pricing chatbot.

Targeted chatbots are great when you want to add chatbots across your entire website. You can build audience rules to make sure that the right visitors get the right chatbot at the right time.

 

What is a ChatOnce bot?

A ChatOnce bot is a smart, conversational chatbot that can enhance your online presence and accelerate your leads.

You can create multiple bots that target different leads with personalized content.

ChatOnce is a low to no-code solution that anyone can use to improve lead engagement. It offers a simple drag-and-drop bot builder using questions, messages, and actions. Once you’re ready to publish your chatbot, ChatOnce generates a simple code snippet to paste into your website. Or, you can simply generate a URL for a standalone bot - no coding knowledge necessary.

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Use ChatOnce bots for lead capture

Website visitors are more likely to interact with your bots if they're optimized for lead capture. You need to make them quick, easy, and fun to use.

  • Offer visitors an ebook, special deal, or exclusive content in return for their contact details. For example, your bots can include videos, photos, and other media as part of the lead capture process.
  • Be honest about why you want their contact details and what you're going to do with them. Show website visitors you respect their privacy and they'll begin to trust you.
  • Don't ask for more information than you really need. For example, your bots should use conditional routing to avoid asking irrelevant questions.
  • Consider the tone and style of your bots. This will make the lead capture process more conversational and engaging for your visitors.

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The best way to optimize your lead capture is to experiment with different bots.

  • Create a standalone bot instead of a landing page for your next marketing campaign. They're easy to build and can provide a unique and engaging experience for visitors.
  • Build a pop-up bot for your pricing or product pages. You can add a call-to-action button at the exact point in the page when the visitor is most likely to interact with a lead capture bot.
  • Create a targeted bot for visitors who've been to your site more than 5 times. They're clearly interested in your products or services so you might want to offer them a special deal in your lead capture bot.

Use ChatOnce bots for lead qualification

Website visitors are more likely to engage with your bots if they're optimized for lead qualification. You need to ask smart qualification questions.

  • Keep your qualification questions short and sweet. You're not running a marketing survey or trying to capture every last bit of information about the visitor. You're just trying to find out if they're a good fit for your business and whether you should connect them with your team.
  • Use quantitative questions to find out their potential value. For example, ask them about their finances or team size to see if they're a high-value lead.
  • Use qualitative questions to find out their level of intent. For example, ask them if they're ready to get started right away to see if they're a high-priority lead.
  • Make sure your bots use conditional routing to personalize the qualification questions. You can also route high-value leads to your best salespeople for VIP treatment.

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The best way to optimize your lead qualification is to experiment with different bots.

  • Create a standalone bot instead of a landing page for your next marketing campaign. They're easy to build and you use conditional routing to customize the qualification questions.
  • Build a pop-up bot for your pricing or product pages. You can add a call-to-action button at the exact point in the page when the visitor is most likely to interact with a qualification bot.
  • Create a targeted bot for visitors who've been to your site more than 5 times. They're clearly interested in your products or services so you might want to use a different set of qualification questions.

Use ChatOnce bots for lead engagement

Website visitors are more likely to engage with your team if your bots are optimized for lead engagement. You need to make it quick and easy for them to connect with your team.

  • Give qualified leads a choice of how they engage with you or your team. Offer them a live chat conversation, an instant meeting, or a scheduled meeting and then let them decide.
  • Don't offer a live chat conversation or instant meeting if there are no agents available online. Use conditional routing instead to seamlessly offer the visitor a scheduled meeting at a time that works for them.
  • Use live chat teams to make sure you don't miss any live chat requests. You can also use email alerts to send internal notifications when live chat opportunities are missed.
  • Don't ask too many additional questions when inviting qualified leads to a live chat conversation, an instant meeting, or a scheduled meeting. You only need to know their name and their email address!
  • Use SMS notifications to send meeting reminders. Calendar invitations and confirmation emails often get missed but SMS notifications are far more visible.
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The best way to optimize your lead engagement is to experiment with different bots.

  • Create a standalone bot instead of a landing page for your next marketing campaign. They're easy to build and you can offer an instant live chat conversation to visitors who've just clicked on your advert or email.
  • Build a pop-up bot for your pricing or product pages. You can use a "Contact Sales" button to launch a bot that qualifies the visitor and then offers them a live chat conversation, an instant meeting, or a scheduled meeting.
  • Create a targeted bot for visitors who've been to your site more than 5 times. They're clearly interested in your products or services so you might want to offer them a scheduled meeting without asking them any qualification questions.

 

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How do I get started with ChatOnce?

If you're new to OnceHub, you can get started with a free Starter account. It's completely free for 3 users and also includes access to ScheduleOnce and FormOnce.

If you're an existing OnceHub user, you don't need to pay extra to start using ChatOnce! Your existing user licenses for live chat, instant meetings, or scheduled meetings will work across all our products. Why not get started with one of our ready-to-go templates?

Did you know?

A user license for live chat, instant meetings, or scheduled meetings works across all our products. You don't have to pay extra to use each product!