Often leads are coming in from ads, filling out a form, or other instances where we may have bot objectives to gather information we already have. For example, we have a bot on our homepage that collects contact information (first name, last name, phone number), but when contacts submit a web form and we chat with them via text message, we already have that information. So how can we skip information we already have without creating a new bot?
There are two ways to have your bot skip an objective.
1. Skip If Field is Not Blank
This is the easiest way to skip objectives. You can toggle this setting on for any objective that you have connected to a field to have it skip that objective if that field is already filled out with information.
2. Using Goals Accomplished Field
Sometimes you may want to skip an objective that isn't linked to a field or only in certain scenarios. You can do this by taking advantage of our Goals Accomplished field that gets added to your GoHighLevel automatically when you connect to CloseBot. This field gets updated with a checkbox list of all of your objectives. The bot will checkmark these as it completes them, but you can also checkmark objectives here that you want the bot to skip!
We may want to skip a booking objective if the contact has already booked an appointment on our website. We can do that with a simple workflow.
The Trigger
First, create a new workflow and add the trigger Customer Booked Appointment. This will trigger any time any contact in our system books an appointment.
The Action
When this event happens, we want to update the contact field Goals Accomplished to have a checkmark added to the booking checkbox. It's important to note that updating a checkbox field clears all other checkmarks... that's not a problem if your bot did all of the other objective completions up until that point because it will add the checkmarks back for any that it has already completed. However, if you previously skipped an objective and then try to skip another objective later on, you will have to get creative to make sure you know to checkmark both of the objectives that you want to be skipped.
Summary
There are two ways to skip objectives. Opt for number 1 whenever possible since it relies less on workflow magic and more on the power of your CloseBot platform!