The conversation, step by step
These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.
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Hey [first name]! 👋 Just checking in on [What they purchased/received] from [Your Business Name].
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How's everything going?
- 😊 Great!
- 😐 It's okay
- 😟 Having issues
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That's awesome to hear! 🎉 We're so glad you're happy!
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Would you mind leaving us a quick review? It really helps other people find us and means the world to our team! ⭐
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Where would you prefer to leave a review?
- ⭐ Google
- 📘 Facebook
- Maybe later
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Thank you! 🙏 Here's the link:
[Google Review Link]
Even a few words helps!
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Thank you! 🙏 Here's the link:
[Facebook Review Link (optional)]
We really appreciate it!
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The visitor is saved as a lead, tagged:
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No problem at all! If you ever want to share your experience, we'd love to hear from you. Thanks for being a customer! 💙
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The visitor is saved as a lead, tagged:
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I appreciate the honest feedback! Is there anything we could have done better?
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We're always looking to improve. What would have made your experience better?
The visitor types a reply.
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Thank you for sharing that! We really value your feedback and will use it to improve. If there's anything we can do to make things right, just let us know!
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The visitor is saved as a lead, tagged:
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Oh no, I'm sorry to hear that! 😔 Let's get this sorted out for you right away.
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Can you tell me what's going on?
The visitor types a reply.
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I've noted this down and our team will reach out to you directly to make this right.
In the meantime, you can also contact us at [Support Contact (email or phone)] if you need immediate help.
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The visitor is saved as a lead, tagged:
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We take this seriously and will get back to you ASAP. Thanks for letting us know, [first name].
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Thanks again for your support, [first name]! We're here if you ever need anything. 💙
What you get with each lead
Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: review_requested, happy_customer, review_declined, feedback_received, needs_followup, needs_support, issue_reported, urgent. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.
Questions your flow does not cover
A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.