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Newer Topic in Salesforce Help

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NOTE

This feature is available for Interaction Studio Premium customers. It is not available for Interaction Studio Growth customers.

 When it comes to personalizing your prospect and customers experience to increase the conversion rate at each step along the path, consider the customer lifecycle. There are six key stages in our example of the customer lifecycle: Research, Discover, Validate, Onboard, Inform, and Expand.

By building on visitor affinities with real-time interactions with your website, Interaction Studio determines the next piece of content or product they’re most likely to respond to. Making this data available to offline systems like Sales Cloud or Service Cloud enables salespeople and service agents to make in-the-moment, relevant recommendations to prospects or customers.

How to use these articles

The use cases listed in this section are designed to be used in conjunction with the 'Planning for Success' content and your unique business and marketing goals. The use cases give you a selection of personalization examples other customers use to drive impact for their online to offline marketing strategies.

Select use cases based on the visitor's journey stage. The instructions in each use case help you to talk to a prospect or customer in a uniform way, regardless of the channel they use to engage with you.

ResearchDiscoverValidateOnboardInformExpand
Contextually introduce & inform; capture key identity elementsInspire & ensure easy exploration of relevant products and contentEncourage active product evaluation; recognize signs of defectionReduce time to value with the product or serviceIncrease adoption throughout the customer lifecycleNurture and grow LTV, while reducing attrition

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