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Fix your pre-purchase funnel leakage

Lead Verification or Eligibility Criteria Check Automation

Increase your form fill to validated lead ratio with cross-channel workflows

Know More About Journey Designer

Overview:

Validated leads are critical to success of financial services business. Not every user will be eligible for the product/service he/she has applied for. Validating each user for eligibility is an expensive and time consuming affair. Automating lead verification followed by validation can add a significant % to the top line for any financial services business. This workflow gets activated once the user fills in application form. Workflow intercepts users that are checked for eligibility in real time. The ones that are found eligible and are reachable on Email/SMS channels are triggered with a personalised verification link. Once, verified are fed back to the CRM with status duly updated. Rest that needs to be pushed to manual followup are updated in real time.
This automated workflow saves critical time in pushing the lead towards conversion with greater accuracy.

 

Industry:

BFSI


Use Case:

Automate lead verification and validation post application form fillup.

Events:

Lead_Gen_Form_Viewed
Webengage.Track(“Lead_Gen_Form_Viewed”, {

/*String*/
“Name” :
“Email” :
“Contact” :
“Type_Of_Loan” :
“Resident_Status” :
“Current_Address” :
“Occupation” :
“Company” :
“Office Address” :
“Gender” :

/*Date*/
“Date_Of_Birth” :

/*Number*/
“Age” :

})

Step-by Step Explanation:

  1. The Journey is triggered when the Lead Generation Form is Viewed.

  2. We wait for 30 Mins for the Event “Lead Gen Form submitted” to be fired.

  3. On event, End Journey.

  4. On Time-out, we check if the user is in Segment ‘Anonymous Users’ (We have no user attributes)

  5. If not, we send a reminder Email about the incomplete Lead Gen Form to be filled.

  6. If the user is anonymous, we check if the user is in Segment ‘Reachable through Web Push’.

  7. If yes, we send a Web-push reminder about the Incomplete Lead Gen form that has to be filled.

  8. If no, we send on-site notification reminding the incomplete Lead Gen form that has to be filled.
     

    Need help with activating this journey? Drop a mail at support@webengage.com with your query.