This playbook looks at how to set up an Evergage campaign that helps to move prospects through your sales cycle. By showing the right content at the right time, you can take prospects through your site and get them to convert earlier. This specific example uses static content added to a message, but you could also use Recommendations to present machine learning based content, as long as it is tagged as Top, Middle or Bottom of funnel.
To measure the success of this campaign, add global goal segments that cover things like downloaded a white paper, downloaded a ROI calculator, and additional actions you want to measure.
To measure the specifics of a particular campaign, create a global goal that is ‘downloaded webinar A’, or ‘downloaded Case Study Y’. This would give you a direct correlation between the campaign you have run, and whether they content was downloaded.
Here is a checklist of what you need to do in Evergage to create this play on your own site: