How to Create a Bot Form to Download Files

How to Create a Bot Form to Download Files

Let us illustrate how you can use Vine Marketing to solve a common task when the user wants to download some documents from your site. One way to do this is to use a bot form that will ask a visitor to choose files for download and then trigger an automation rule which will send an email with download links.

1. A bot form that will:
• identify the user or ask to register an anonymous user
• help the user to choose files to be downloaded
• trigger a special automation rule
2. An automation rule that will trigger on the form submit and send emails with download links.
3. Personalized emails with links to download selected files. One email for each file.

Creating a Bot Form

If you need detailed instructions about how to create a bot form, you can find those in the Bot Forms chapter.

Here is a sample form with all the required steps and with short comments for each step:

• The first step is shown only to identified persons. Here we greet the visitor by name using the Person Name ({{name}}) tag that will be replaced by the real name. The Reset Identity (click here) tag allows the visitor to reset the name and register again, if for some reason the identification has been wrong.


• The second step is only shown to anonymous persons. We greet the users and ask them to register.


• The next three steps are also shown only to anonymous persons and allow the users to register by providing their first and last names and email address:


• In steps 6 and 7, both identified and anonymous users are asked to select a document for download.
  
  In step 6 we ask the user:


And in step 7 the user selects one document by clicking a corresponding button. Depending on the selected document, the user is assigned a corresponding tag :
If needed you can create a tag by clicking Create.


• In step 8, we ask if the users want to select more documents and direct those who click "Yes" back to step 7 to select one more document. Thus the user can select as many documents as needed until selecting No on this step.


• The step 10 is where we submit the form which sends all the collected data to the Vine server for processing.


• The step 11 is the final step where we close the form.

Download Request Automation Rule

This automation will trigger at the end of our bot form (when the form is submitted) and will send emails with download links for all selected documents.

Please note that we clear the tag after the corresponding email is sent. This is to make sure that the users always receive only the documents they asked for. For example, if they start our bot form later to receive some document again.

Email with a Download Link

In addition, for each document, we need a separate email with a link to the document. The automation rule will send these emails to users who have the corresponding tags.