This document provides information about chatbots and personalization. It defines a chatbot as a computer program that simulates conversation to facilitate information exchange. Chatbots are described as more engaging, intuitive, fun, and mobile-optimized than forms. Personalization is explained as showing different messages to users based on their responses or characteristics. Various methods for implementing personalization are outlined, including basic branching, data referencing, and conditional jumping. Specific examples of personalized messaging are provided, such as greeting users by name and qualifying leads differently based on responses.

2. Who am I?
● Conversational Designer &
Marketer
● ~4 years of chatbot creation
experience
● Over 100 chatbots created
Arnav Patel
Content Marketer
Levi Worts
Chatbot Specialist
Akshiti Bhowmik
Customer Success

3. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2016

4. The Important
Stuff

5. What is a chatbot
A computer program
designed to simulate a
conversation with human
users to facilitate a trade of
information or services

6. The Important
Stuff

7. What is a chatbot
A method of lead capture aka
a conversational form

8. vs.

9. vs.

10. Why are chatbots
better than forms?

11. A bunch of reasons...
● Engaging
● Intuitive
● Fun
● Mobile Optimized
● Personalizable

12. Our focus for today...
● Engaging
● Intuitive
● Fun
● Mobile Optimized
● Personalizable

13. What do we mean by
‘personalizable’
You can show different prospects
different messaging based on their
previous responses or individual
characteristics

14. Why is personalization good
1. Improved Efficiency
2. Better Customer Service
End Result?
Better Conversions!📈

15. How are chatbots more personalizable
It all boils down to structure.

16. vs.

17. vs.

18. How do you implement
personalization?

19. The Tools For Chatbot Personalization
● Basic Branching
● Data Referencing
● Conditional Jump

20. Basic Branching
● Logic: If they pick option A, go
to branch A. If they pick option
B, go to Branch B
● Used with: Fixed responses
like buttons and cards

21. Data Referencing
● Logic: Pull data from earlier in
the conversation
● Used with: user response/API
responses/URL parameters

22. Conditional Jump
● Logic: If condition A is met, go
to branch A, and if condition B
is met go to branch B
● Used with: user response/API
responses/URL parameters

23. No seriously… how do you
implement personalization?

24. Play #1: Greet people by name
● How it works:
1. Collect the prospect’s
name
2. Use data referencing to
say “Nice to meet you
[their name]” in the next
gambit
● Outcome: The lead gen flow
feels more human!

25. Play #2: Conditional qualification
● How it works:
1. Use basic branching and/or
conditional jump to
dynamically change the
lead gen flow based on user
response
● Outcome: The lead gen flow
feels more human!

26. Play #3: Campaign-specific
messaging
● How it works:
1. Deliver custom messaging
based on UTM keywords
● Outcome: More qualified leads
by addressing user specific
needs.

27. Play #4: User-device Based Messaging
● How it works:
1. Redirect users to your
Android/iOS app or to your
website
● Outcome: Increased app
downloads and subscribers

28. Play #5: Collect Lead Data Skipped by Users Earlier in the
Conversation
● How it works:
1. Ask for user data in the
conversation
2. If skipped, reask later in the
conversation
● Outcome: No lead data lost

29. Questions?

30. Contact us
Email: arnav@hellotars.com
Phone number: +1 (408) 617-9159
Website: https://hellotars.com