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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 the table below were designed to give Interaction Studio customers a selection of personalization examples that have been used by other customers to drive impact for their online to offline marketing strategies. Used in conjunction with the 'Planning for Success' content and your unique business and marketing goals, select use cases based on the journey stage, then follow the instructions to reduce your time to value using O2O personalization.

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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