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Interaction Studio Classic Only

  • This use case is intended for customers using Interaction Studio (formerly Evergage Classic) ONLY. For customers using the Interaction Studio 'Campaigns and Templates' application, refer to the Use Case Library instead.
  • The Visual Editor Chrome Extension will no longer be available starting January 1, 2023. For more information, see this knowledge article.

Most companies focused on demand generation have a sales funnel that involves multiple steps. Ideally, when a prospect completes one stage of the funnel, you should encourage them to take the next logical step in your process. After they have engaged with your site, you want them to identify themselves, which may be in return for access to rich gated content, during a webinar sign-up, or even to request a demo or a sales call.

On the sign-up page, they may decide they don't want to move forward and provide this extra information, but if you can present a message that encourages them to sign up or shows them the benefits of scheduling a sales demo, you may convince some of them to take the extra step and complete the form.

CategoryDemand GenerationVerticalTechnology, SaaS
TopicEncourage visitors showing signs of abandoning a form to complete the process, increasing your segment of known visitors.ID #264
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Example

A visitor comes to your site and explores your product content. Based on the content she has been viewing, she decides to sign up for a demo so she can learn more about the product and how she might be able to use it.

While completing the form, she has a change of heart and decides it isn't the right next step and moves to exit the page.

Evergage identifies she is on the form page, then sees that she moves to leave the site before she reaches the 'thank you' page. When her mouse moves to leave the page, a message appears with more details of the demo including what she will learn and encourages her to complete the form. It can also include a email collection box in case she wants to start with a video demo instead of waiting for a live meeting.


Segment

Create a segment as shown below so the message is shown to people who click the 'get demo' button (which took them to the form page), but did not complete the action 'submit form'.

You could also track the action of 'demo request page' if you want to target them on the demo sign up page.

Measure

The goal of this message is to get visitors to sign up for a demo. You can run a control so that you can see the impact of the message on visitors who qualified to see the pop up, but did not complete the form versus those in the control group. 


Setup


Process

Here is a checklist of what you need to do in Evergage to create this play on your own site:

  1. This play is based on the form abandoners so you will need to create a segment. Create a segment of people who have been on the 'demo form' page but have not seen the 'thank you' page.

  2. Once the segment is built you can create a campaign based on that segment.

  3. If you are going to have an email capture in the message or offer the option to view an online demo, then you can add an email capture form provided by your ESP. You should also make sure you are capturing the email in Evergage as it is submitted. 

  4. You can use a control group to understand the impact of the message on demo completions. Alternatively, you can omit the control group to drive as many people as possible through the final stage of the funnel.

Reference Materials

The following articles from the Evergage Knowledge Base will provide process steps to help you execute this play:

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