Page tree
Skip to end of metadata
Go to start of metadata

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.

According to a recent report, 75% of prospects will look for an agent or call center representative to talk to before making and decision to buy an insurance policy. For customers showing interest in a particular service provider, it is important to make that provider’s contact information accessible.

With Interaction Studio, you can identify prospects with strong intent towards a specific service provider and carry over the provider’s contact information during the prospect's journey at your site.

CategoryDemand GenerationVerticalFinancial, Insurance, Travel
TopicDisplay service provider contact details based on visitor interestID #214
Sections in this Article


A prospect is researching financing options for a cosmetic surgery. Based on how she’s been interacting with your website, you know she’s expressed interest in “Longwood Plastic Surgery.” Given this insight, as the user continues to browse your website, tactfully display her preferred provider’s contact details in other areas of your site.


No segments are needed to complete this play.


Conversion or prospects selected the carry on service provider information.


In Interaction Studio (formerly Evergage Classic), open Message Settings and instruct Interaction Studio to display the contact information of the last service provider visitors viewed while in their current session.