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How to send personalized follow-up messages after form submission with AI
How to send personalized follow-up messages after form submission with AI

Use Formaloo AI to send personalized follow-up messages to customers, gathering valuable feedback for improving your e-commerce business.

Updated over a week ago

This article aims to leverage Formaloo AI to craft custom messages for our submitters. By mastering the art of effective prompting, we can easily create powerful prompts that result in unique and personalized end-page messages.

Consider this scenario: An e-commerce business sends a follow-up form after a customer purchases. Once the customer submits feedback, the AI generates a message requesting specific insights about their shopping experience and satisfaction with the product, helping the company refine its services and offerings.

1. Create the Form

Let’s kick things off by building your form:

  • Head over to your dashboard.

  • Click on "+ New Formaloo" in the upper-left corner.

  • Choose “Form”.

  • Give your form a name (e.g., Post-Purchase Feedback Request). Easy peasy!

2. Insert the Questions

Time to add the important questions. Based on these questions, we make a perfect prompt for our custom AI builder:

  1. Open your form.

  2. Select Edit Base from the form’s base.

  3. Copy and paste these key questions:

    1. What is your full name? (Field: Text)

    2. Which product did you purchase? (Field: Text)

    3. How satisfied are you with your purchase on a scale of 0 to 10? (Field: Website)

    4. What specific feedback do you have about your shopping experience or the product? (Field: Long Text)

You can insert as many questions as you want, but we used four here in this example.

3. Assign IDs

Now, it's time to assign some IDs. These IDs are essential for recalling each responder's response on the form.

This way, we can customize the AI prompt based on each responder's replies and show personalized messages after they submit the form. You can skip this step if you don't want personalized AI prompts, although it's highly effective for engaging your audience.

Here's how answer piping works with the AI prompt block:

  1. Click one of your questions on your form editor page.

  2. Find the ID property of that field in the right sidebar.

  3. Assign a custom ID to the field so you can recall the field's value in your AI prompt using that ID.

Suggested options:

  • First question: @CustomerName

  • Second question: @ProductPurchased

  • Third Question: @SatisfactionRating

  • Fourth Question: @CustomerFeedback

4. Add Custom AI Builder Magic

Now for the fun part—adding some AI magic to analyze responses automatically:

  1. Scroll down to the end of your form and go to the default ending page.

  2. Insert the Custom AI Builder by typing “/AI” or using ✨ from the toolbox.

  3. Paste the following prompt to get top-notch results:

Please generate a message with the following details:
Task: Request specific insights about the customer’s shopping experience and satisfaction with the product.
Persona: A customer named `(@CustomerName)` who recently purchased the `(@ProductPurchased)` product from our e-commerce business.
Context: The customer rated their satisfaction with the purchase as `(@SatisfactionRating)` out of 10 and provided the following specific feedback: `(@CustomerFeedback)`.
Tone: Polite, encouraging, and focused on gathering detailed feedback.
Format: The message should express appreciation for the customer’s feedback, encourage them to provide specific insights about their shopping experience, and assure them that their input will be used to refine the company’s services and product offerings.

It's crucial to ensure that each question is assigned a unique ID and that you recall the corresponding values in the Custom AI box. If this step is overlooked, the results will not accurately reflect the responder's data.

Example input

First question: Ellie
Second question: One year premium subscription
Third Question: 9
Fourth Question: Payment process was really well designed, I wish there was crypto payment available too.

Example output

Dear Ellie, Thank you so much for taking the time to rate your satisfaction with your recent One Year Premium Subscription purchase from our e-commerce business. We were delighted to see you gave us a 9 out of 10, and appreciate you providing the helpful feedback that our payment process was really well designed, and that you wish we offered a crypto payment option as well. We strive to continuously improve our customers' shopping experiences, so I'd love to hear any other specific insights you may have about what worked well or could be even better across your entire experience with us - from initial product discovery, to checkout, to receiving your subscription. Please know that your honest and detailed input is so valuable for helping refine our services and product offerings moving forward. We aim to make purchasing from our business as seamless and satisfying as possible for customers like yourself. I sincerely appreciate you taking a few extra minutes to share your thoughts. Please let me know if you have any other feedback to provide. We greatly value our customers and are committed to delivering the best possible shopping experience. 

Tips

  1. Formaloo has an article about writing effective AI prompts that help you improve your prompts to get better results from AI.

  2. Often, language models tend to include generic text like "Here is your text" in their answers. To avoid this, be specific in your prompt and include instructions like "only write the final answer, and avoid phrases such as 'here is your text.'"

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