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Interaction Studio Classic Only

This use case is for customers using Interaction Studio Classic (formerly Evergage Classic) ONLY. For customers using the Interaction Studio 'Campaigns and Templates' application, refer to the Use Case Library instead.

With millions opening checking accounts online and using mobile devices, a major challenge banks face is the high abandonment rate of customers in the middle of the account opening process. If a visitor doesn’t complete an application form during a current session, you can use Interaction Studio to direct him to where he abandoned the form in a future session.


CategoryDemand GenerationVerticalFinancial, Insurance
TopicBookmark an application form for visitors who abandon prior to completionID #263
Sections in this Article

Example

A prospective customer begins filling out an online refinance application. After completing 5 of 10 steps, he unexpectedly leaves your site. A few days later, he returns and is prompted with a message asking if he’d like to continue with the application process. He accepts and is taken to the exact spot in the application where he left off a few days before.


Segment

This campaign would target:

  • Prospective customers who started a form but did not complete it

  • Present message when they return to your site


Measure

The measure of success for this campaign would be how many people ended up completing the registration/application after initially abandoning it.


Setup

Interaction Studio captures the steps a prospective customer takes when completing an application or registration process. If a prospect does not complete the form, on their next visit, serve a message indicating they can complete the form and, if interested, take him or her to the exact spot in the form where they dropped off during their last visit.