Create a newsletter subscription bot
No matter what, marketing emails are still one of the most powerful tools used within a marketing organization. An email can help you nurture a lead for a long time. That's why creating a subscription conversation is important for your marketing team.
A subscription conversation will engage the visitors and help you grow your subscriber list proactively. This conversation can be used in the pages where your subscription happens or as a path inside your homepage conversation. The most recommended places would be content-rich places like your knowledgebase or your blog.
Creating a subscription conversation
This is not very different from a normal conversation you create on your homepage or your inner pages. But to get the subscription details, such as the email of the visitor or the name of the visitor, you'll have to configure a few things in your Insent dashboard.
You'll need to identify a blog subscriber versus a usual Insent lead when the lead reaches your marketing automation platform. For that, you'll need to create a custom property to indicate that the lead is a newsletter subscriber in your marketing automation platform. The property type should be a string and a contact property.
If you're not sure how to create custom properties in Hubspot or Marketo, refer to these articles.
Using custom properties in Hubspot
Create a custom field in Marketo
Mapping the Insent field to your marketing automation platform
When the email for a visitor is known, Insent will create the lead in your marketing automation platform. To know that the lead created by the Insent is a newsletter subscriber, you'll have to map the Insent field created for storing the visitors' consent(Yes/No) to the property you have created in your marketing automation platform.
To create a field mapping in Insent, navigate to Configurations-> Field mapping
Click on the " Add field" button on the top right corner to create a new field mapping. You'll be able to select the fields from your marketing automation platform in the "Source" column and Insent fields from the "Insent field name" column.
Select the corresponding field in the marketing automation platform you've created and map it to the Insent field. If you don't have a field to store the consent from the user, you can type and create an Insent field for the same. You should also enable the " Overwrite" for the field so that Insent will bel able to overwrite the values all the time to your marketing automation platform.
Once you create the field mapping, you'll be able to see it in the list below. Now, when an Insent lead gets created in your marketing automation platform, you'll be able to distinguish whether it's a newsletter subscription based on this field value(Eg: Newsletter subscriber)
Asking for visitor's consent in the conversation
The first and foremost thing is to get visitors' consent to sign up for a newsletter. You can use the "Preset replies" step for this. You can create a new Insent field for the "Preset replies" and map the same field to the field you've created in your marketing automation platform.
You can type a name for the field you want to create and create an Insent field from the conversation builder or you can select the field from the list if you've already created one.
Creating an email capture based on the consent
Once you get the consent from the user, you'll be able to ask for the email, or not. This can be implemented using the conditions in steps. You'll be able to add conditions based on the values of Insent fields. Create an email capture field, from the steps.
You'll be able to add conditions to the email capture step from the options of the step. In the condition, you'll be able to check the value of the Insent field you created for the visitors' consent. You can write conditions based to check whether the consent from the user is positive or not.
The conversation will only show the email if the consent from the use is positive. Also, the conditions based on the consent can be added to the messages to the user as well. You'll be able to show different messages to the user based on the consent values from the user.
This way, you can manage to ask for the email from the user or not, based on the consent from the user.
You are always welcome to get in touch with our support team at firstname.lastname@example.org for any further clarification.