How to build a custom chatbot with no code

Survey chatbots are more conversational for the customer than boring web forms and surveys. As a result, survey chatbots won’t present customers with a list of questions they have already answered.


Survey chatbots are more conversational for the customer than boring web forms and surveys. As a result, survey chatbots won’t present customers with a list of questions they have already answered.

Chatbots are interactive, each respondent has unique and interesting questions, and not all the questions are asked at once.

The majority of people will not complete the entire poll or survey and will fall somewhere in the middle. However, chatbot surveys have a greater survey response rate.
Although building a chatbot may seem difficult, no-code form builders like Formaloo make it possible for anyone to do so in a few minutes.

Formaloo enables you to create conversational forms, surveys, and polls to communicate with your customers more dynamically, whether you’re a business owner, marketer, or just someone wishing to experiment with chatbots.

In this article, we’ll walk you through the steps of using Formaloo to build a no-code chatbot so you can start taking advantage of this useful resource.

What is a chatbot?

You can transform your forms into beautiful conversational experiences that you can integrate into your website using Formaloo’s no-code chatbot builder.

Your Formaloo account comes with free access to the chatbot builder, so you can start using it right away. Similar to your formaloos, you can transmit the data you gather from your chats to the specific places you need them by integrating them with other applications in your stack like HubSpot, Salesforce, and Slack.

Read on to learn how to create a chatbot survey without code.

Why your business needs a survey chatbot

Without using conventional survey methods, chatbots have made it possible to acquire deeper insights into the customer experience.

To understand the preferences and habits of the users and to answer inquiries appropriately, Formaloo saves all the data collected safely. You can also create charts, tables, and boards using the data gathered from the chatbot responses.

Customer surveys using chatbots are entertaining as well. Customers are surveyed in attractive ways when the questions are presented in text, graphics, videos, and other formats.

You can customize your chatbot to your needs, add your logos and colors and choose between various question types.

So let’s take a look at the top use cases of a chatbot.

Lead generation

Because they offer a quick and simple way to gather information from potential clients, chatbot surveys can be useful for lead generation. Chatbots may learn a lot about a person’s interests, needs, and preferences by asking specific questions and letting users react in a conversational style.

Following that, this data can be used to qualify leads and adjust marketing strategies to suit the requirements of potential clients better.

For instance, if a chatbot survey indicates that a user is interested in a particular good or service, the business might proceed with customized messages or unique offers that appeal to that user’s interests.

Additionally, chatbot surveys can be used to gather contact details from respondents, like email addresses or phone numbers, which can then be put into a business lead database for follow-up and further nurturing.

With Formaloo, you can build custom Kanban boards and sales CRM to track your customers. This way, you can move the status of your customers through your pipeline and keep track of closed or lost deals.

Check our lead generation form template.

Event Registration

Chatbots can speed up the registration process and give participants a more engaging experience via a conversational interface.

Without the need for manual data entry or paperwork, attendees may effortlessly provide important data using a chatbot, such as their name, contact information, and event preferences.

Additionally, chatbots can send out updates and reminders in real-time, keeping participants informed and interested in the run-up to the event.

Sell your event tickets online

Event organizers may save time, minimize mistakes, and enhance the attendee experience by using a chatbot for registration, ultimately resulting in a more successful and memorable event.

Chatbots can also speed up ticket buying by allowing users to purchase event tickets straight from the website. When consumers provide the necessary data, the chatbot may swiftly direct them to a payment method, making the ticket purchase process quick and simple.

This improves attendees’ convenience while potentially increasing ticket sales and revenue for the event’s organizers.

With Formaloo, you can use various built-in templates for event registrations to get started. Add your favorite payment gateways like Stripe or Paypal, embed the registration form as a chatbot, and start gathering more people to attend your event.

Product recommendation

Product recommendations to users can be made by using chatbot forms and surveys. You may learn a lot about a user’s preferences by asking specific questions relevant to their desires and interests and using conditional logic to customize the questions based on previous responses.

After the customer submits the form or survey, use this knowledge to provide them with tailored product recommendations that are most likely to satisfy their needs.

By offering a more fulfilling buying experience to the customer, this customized strategy may boost customer satisfaction and loyalty.

You may strengthen this relationship and increase the chance of repeat business by following up with the customer again after they make a purchase to get their opinion and suggest similar goods or services.

With Formaloo, you can easily use logic and calculations to build a product recommendation quiz and turn it into a chatbot. Use the product recommender template or start from scratch. Add multiple variables and logical conditions to give the best to your customers.

Wondering how to get started? Read on to learn how to build a no-code chatbot with Formaloo.

Step-by-step guide on how to create a custom chatbot

Let’s walk through the steps to build an interactive chatbot with cutting-edge logic, analytics, and platform integrations without coding.

With partial submits and logic-based workflows, chatbots may help you increase engagement, customize interactions with your audience, and recover lost leads.

1- Create and customize your form or survey

To get started, select one of our ready-to-use templates or start a new one from scratch. Sign-up for free if you still don’t have an account and test it yourself. To add a template to your workspace, click “Edit this template.”

In our guide, we will use the lead generation quiz template.

Use the “Design” tab to customize the quiz to suit your needs.

You can modify the quiz’s style and colors, add a background image, or even change the wording that appears on the buttons and notifications. You will then have a chatbot quiz that is consistent with the appearance and feel of your brand.

Use answer piping to call the respondents by their names throughout the quiz to customize the chatbot.

Enable the “partial submits (auto-save)” option from the “Settings” tab to see the incomplete answers from respondents who start the survey, respond to a few of your questions, and then stop.

Allow partial submits to recover lost leads

Use these insights to boost conversion rates and your marketing efforts. Gain more understanding of your users by using incomplete responses.

2- Add various question types

Make your questions more conversational. Add text fields, email verification, CSAT, and NPS. Add section fields to write your replies or explanations to the respondents. This way, the conversation will be more interactive on your chatbot, and the quiz will be more engaging.

3- Add conditional logic and calculations

With logic, you can show different questions based on how your audience answers the chatbot. Calculate variables, and dedicate different success messages depending on the answers to the chatbot.

On the “Logic” tab, click “Advanced logic” to start creating your own conditions.

For example, if “How urgent is your project?” is less than 3, then “Jump to” the section field ” Oh! We still have time.

If it’s greater than 3, then “Jump to” the section field ” Let’s get started right away then!”

Add conditional logic to make your chatbot more interactive

You can also use the logic to calculate variables, send respondents to different success pages, or redirect them to specific web pages.

4- Embed your lead generation quiz as a chatbot

When you’re ready to publish your quiz, you can add it to your website as an iframe, script, widget, or chatbot.

You don’t need to understand programming to make it work. Just copy the code that Formaloo gives you and paste it into your website. And it starts to work right away.

When you save your quiz, a pop-up window will appear. Click on “Use in Website” to open the different codes you can use to embed the form.

Select the “Chatbot“, “Get the code“, then “Copy” it and paste it in your website.

Chatbot code to embed into your website

That’s it.

5- Create custom CRM and advanced reports

To make the most out of your data, you can build an app to categorize and organize your leads. You can even build a custom CRM and pipeline to track your interactions with your leads.

Easily create a Kanban board and categorize it by the status of your leads. And the status is an admin-only field that’s only visible to the admins. And it won’t be visible on your quiz.

Your quiz’s new responses will all be immediately added to your CRM pipeline so that your sales team can promptly keep up with them.

Charts and visualizations will also give you rapid insights into the responses. Just choose charts or advanced charts when adding a new page to your app. You may compare fields and create complex, personalized data displays with sophisticated charts.

Learn more about how to create advanced charts.

Turn your custom survey into a chatbot

Turning your custom survey into a chatbot with Formaloo can revolutionize the way businesses interact with their customers.

Chatbots may assist businesses with data collection, customer satisfaction improvement, and eventually revenue growth by delivering a more personalized and interesting experience. In a few simple steps, turn your survey, quiz, or poll into a chatbot.

A chatbot powered by Formaloo is a potent tool that may push your company to the next level, regardless of whether your goal is to enhance your marketing efforts, generate more qualified leads, or simply acquire a better understanding of your audience.

For more information, contact us on our support chat and subscribe to our Youtube channel for useful content.

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How to build a custom chatbot with no code