Contact Information Collection

Collect User Preferences for Personalization

This template helps you collect user preferences to personalize their experience. It gathers information about communication preferences, interests, and notification settings.

What This Template Does:

• ✅ Collects language preference
• ✅ Gathers interest areas
• ✅ Captures notification preferences
• ✅ Saves all preferences to custom profile fields
• ✅ Provides confirmation of saved preferences

Use Cases:

• 📱 Personalizing content delivery
• 🎯 Targeted marketing campaigns
• 🔔 Managing notification settings
• 🌍 Multi-language support setup

Customization Tips:

• Add more preference categories based on your needs
• Create custom fields for preferences before using this template
• Adjust interest options to match your product/service
• Modify notification frequency options

Collect User Consent for Data Processing and Marketing

This template helps you collect user consent for data processing, marketing communications, and privacy compliance (GDPR, CCPA, etc.).

What This Template Does:

• ✅ Explains data processing practices
• ✅ Collects consent for data processing
• ✅ Gets opt-in for marketing communications
• ✅ Provides links to privacy policy and terms
• ✅ Records consent decisions

Use Cases:

• 📋 GDPR compliance
• 🔒 Privacy law compliance (CCPA, etc.)
• 📧 Marketing email opt-in
• ✅ Terms of service acceptance

Customization Tips:

• Update privacy policy and terms URLs
• Add specific consent categories for your business
• Create custom fields to store consent decisions
• Add timestamp of consent acceptance
• Include option to withdraw consent

Collect essential user information in a friendly, conversational way that feels natural rather than like filling out a boring form. Guide users through providing their details while automatically saving everything to their profile for future personalization.

What makes it special:

Unlike traditional forms, this flow uses natural conversation to gather information step-by-step. Each question is presented individually, responses are acknowledged warmly, and data is silently stored using UPDATE_CONTACT cards. 🎭

Data collected:

• First name - Stored in system field

• Last name - Stored in system field

• Email - Stored in system field

• Phone - Stored in system field

• Company - Stored in system field

• Location - Stored in system field

• Interests - Button selection with custom input option

// Example: Variable reference
QUESTION_CARD → stores in: flow.cardId
UPDATE_CONTACT → reads from: {{flow.cardId}}

Customization options:

All contact information is stored in system fields and immediately available for:

1. Personalization and segmentation

2. Communication and follow-up

3. Analytics and reporting

4. Integration with external systems

Privacy first: All data is saved directly to user profile fields and can be used immediately for personalization. The conversational approach maintains engagement while respecting user time.