An individual visits your website looking for information about a wealth management platform that you offer. She takes only a partial step forward – resulting in an outbound email generated to promote the service. After the email has been generated, but before your prospect opens it, she completes the initial registration process. What do you do? Do you send another email, hoping she will focus on the more current communication that illustrates how to best leverage the new tool, or just hope for the best? Using Interaction Studio, you can segment the customer and create a targeted personalized message to her including on-boarding recommendations and a product tour. Best of all, since recommendations update at open-time, you only need to send one email since it can be updated to present content and materials that are relevant to the visitor in the moment, not yesterday, or late last week – and based on any activity on your site - mobile or web.
Build a segment of visitors who have completed the online registration process, but have not taken the online tour or leveraged the new tool (or platform) since registering.
Campaign success can be measured by click-throughs for the "Take the Tour" campaign as well as platform adoption and usage - as compared to a control group.
Here are the high-level process steps you should follow to execute on this play:
The following articles from the Interaction Studio Knowledge Base will provide additional information about this play: