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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.

A recent study revealed that the average consumer has nine financial accounts and 2.2 accounts with each financial institution they work with. From a financial institution’s perspective, since every customer has 6.8 accounts with “other” financial institutions, opportunities exist to cross-sell and deepen relationships with existing customers.

Use Interaction Studio to identify returning customers and create targeted messages promoting relevant cross-sell opportunities.

CategoryE-Commerce Vertical Financial, Insurance
TopicCreate targeted messages for returning customers to promote relevant cross-sell opportunities ID # 171
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While looking for details about an existing homeowners insurance policy, a returning customer peruses your website for other products. With Interaction Studio, you can segment existing customers who looked at other products and offers and then show them related content to increase cross-sell conversions.


Customers who looked at boat policies, but did not look for an agent or request an online quote.

  • Looked at the boat product page at least once 
  • AND did not look for agent or quote


Success measurements include click-through rates and/or completion of an online quote or finding an agent


Use an inline message associated to the relevant segment (available).


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

  1. Create a visitor segment as outlined above

  2. Create experiences with inline messages to target visitors in higher traffic areas of your site. Essentially, using inline messages, you will bring product pages to the home page

  3. Add rules to show it to the segment you created

Reference Materials

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