Estimated reading time: 7 minutes
If you have a business such as a hotel, restaurant or fashion shop,...and you need to save an order, a booking or any inquiries from customers to keep track and manage easily, Checkpoint feature will be useful for you.
Activity: Today, we will teach you how to use Checkpoint to capture user's responses and manage food ordering for "My Happiness Restaurant".
Use Checkpoint to manage user's responses
The idea is to create many blocks to collect user information and user's inquiries, then enable "Capture User Response" and use a Checkpoint to manage all of user's responses easily. To set up Checkpoint for ordering food, follow these steps:
Create some blocks to collect user information about their food order, email address, phone, delivery date... If you keep track of our course from Part 1 to Part 3, you have already designed a flow to request user's information.
Enable "Capture User Response" to capture user's responses.
Drag and drop Checkpoint action into the Flow Editor and customize Checkpoint as "Saving customer information"
Test on Preview
Manage user's response in Checkpoints
Go to Automation > Checkpoints, you can see all of checkpoints in Checkpoint management page, click on a specific Checkpoint to view its detail information. You can choose "Test" or "Live" environment.
Test: will show all Checkpoints from your trials in Preview mode
Live: will show all Checkpoints that you receive from real users who interact with your chatbot via Messenger or Website
Here you can click on a Checkpoint named "Saving customer information" and check customer's phone, email address, delivery date...
Note: If user's response is a file, Checkpoint will display as a URL. For more information, please see Checkpoint
Use user's responses as Variables
User's responses can be used as variables to inject into other block contents. You can insert variables into a "Confirmation Block" to confirm user information. Please follow these instructions below:
Drag and drop Update Variables action into Flow Editor
Go to Data tab (next to Library tab), create Flow Variables
Fill in Name, Description, Data Type (Text, Number, Date), Store Values As A List, Initial Value (The result this variable will yield in case its value is empty)
Customize action Update Variables, choose a variable and set up the value for this variable
Insert the variable into a Text Block, for example, you can create a Text Block to confirm customer information or an order
Test on Preview, you can see the result as shown below
Combine user's responses into a list
If your customers want to order more than one dish, you can combine all of their choices into a food list. In this case, you can combine user's responses into a list. Please take a look at the picture below:
In case you want to clear context after a Checkpoint block, please enable "Clear context after this block". Keep in mind that variables in the same scope (module) and on the same level with this Action block is considered as context variables to this block. When data is rolled into a Checkpoint, the whole context data will be appended into the same Checkpoint record. It is therefore recommended to clear the context variables if your action is expected to be hit multiples times within the same session.
Then you can test on Preview
Finally, you will check the food order in Checkpoints by going to Automation > Checkpoints
Ta-da! Done! We've finished part 4 of Mini Course. In the next lesson, you will learn how to use tags and user attributes to categorize customers. It will be useful for you to send broadcasts for marketing campaign in the future. Don't miss the next lesson!