How to Use the "Action" Element

You can perform various actions with the subscribers' data when they get to the "Action" element.

Drag the "Action" element from the left panel right after the desired element, and select one of the actions.

Open the Chat

This option allows you to open a chat with the subscriber in the "Conversations" section.

Choose the "Open the chat" action to allow users to contact a human manager if your chatbot cannot assist them with their issue or they want to talk to a human.

You can turn off auto-replies when starting a chatbot flow. This will help you to stop your chatbot from sending messages if the subscriber is already waiting for a human manager. You can pause your bot flows for one, three, six, or 24 hours.

Also, you can set up emails notifying the manager about an open chat that will be sent to the email address they used to register with SendPulse or enable web notifications in the browser or chatbot mobile app.

Unsubscribe from the Bot

This option allows you to unsubscribe a user from bulk and automated messages.

Block in a Group or Channel

This option allows you to block a subscriber in the selected group or channel.

Read more: How to Block or Unblock a Telegram Group or Channel Member.

Unblock in a Group or Channel

This option allows you to unblock a subscriber in the selected group or channel.

Add a Tag

This option allows you to assign a tag to a subscriber.

Remove Tags

This option allows you to remove the tag assigned to a user.

Add a Variable

Adding Your Value

This option allows you to set the variable value that will be assigned to the subscriber or updated. You can select an existing variable or create a new one. You can also edit the variable value you want to save using modifiers.

Adding a Value from Another Variable

For the "String", “Date,” “Date and time,” and “Number” variables types, you can set an offset variable value based on other variables.

Select the “Insert variables” checkbox, and choose a variable:

For strings, the current value or another variable with the "String" type from the chatbot audience or the system "Answer", "Contact ID", "Email", "Phone". You can also combine multiple variables and static text values and use modifiers.
For dates, choose the current value, another variable of the “Date” type from your bot audience, or the “Subscription date”, or “Run date” system variables.
For numbers, choose the current value or another variable of the “Number” type from your bot audience.

Adding Dynamic Values

You can specify dynamic values for numbers and dates. To add or subtract the value of a variable, type +1 or -1. If the current value is empty, the count will start from zero (for numbers) and the current date (for dates).

To add a dynamic value from another variable, you can select the “Add value offset” checkbox and insert a value. For dates, it will be “+” or “-” in minutes, hours, or days; for numbers, it will be numbers.

Adding Formulas

You can also use formulas to calculate values and display the results to users. A formula can consist of built-in operators, functions, and variables. For example, you can display a price with a discount to users or calculate other personal parameters.

Formulas have the format described in the table below.

The "Set variable value" field supports all basic operators, including addition, multiplication, division, percentages, exponentiation, square root, sine, and other functions.

Delete a Variable

Use this option to remove your current variable value. Select a variable from the list, and click Apply.

Send a Webhook

This option allows you to send a POST request with user data to your URL.

Add this action after an event about which you want to be notified, for example, if a specific client makes an order. Your system will get a POST request with this subscribers’ data and any variables and tags your chatbot gathered.

To add the element to the flow, choose the "Send webhook" action. In the first field, enter a webhook name for the webhook so that you can easily find it by name in your system and filter it. In the second field, add a link to your handler where the POST request will be sent.

Create a Deal

This option allows you to create a deal and a contact in your CRM when a specific action is performed, for example, clicking the "Buy" button. Using this action, you can integrate chatbots with CRM.

Select a pipeline and deal stage where you want to place a deal card. Then enter a deal name. You can also add a variable to the deal name to pass custom data.

Edit a Deal

This option updates the CRM deal status after certain actions have been taken, for example, creating a request that must be approved by a manager.

Select a deal and a deal status (the pipeline stage where you want to move your deal), and click Apply.

"Notify Me" Option

This option sends a message on behalf of your chatbot to the system chatbot or Telegram group. You can use this option to notify the manager about important subscriber actions in the flow or received payments.

To send messages to the "SendPulse Notifications" Telegram system chatbot, click on "Subscribe to the bot" on the right panel.

To send messages to a Telegram group, add the "SendPulse Notifications" system chatbot to the group as an admin. Click on "Add to a group" on the right panel, and configure your chatbot permissions to do this.

Enter your message that is up to 1024 characters. You can add custom variables or subscribers’ last message texts using the last_message variable.

Last Updated: 18.10.2023