An experience is what your visitors will see on your site when Qualified.com appears and as they continue to interact with your Qualified.com app. An experience can be made up of multiple actions, such as a simple greeting, gathering more information about your visitor (qualifying questions), booking a meeting with a rep, or chat.
We recommend creating an experience first for your top 3 most visited pages on your site to get the most value out of Qualified right off the bat. You can then expand and add experiences as you become more comfortable in the building process.
You can easily create an experience from the ground up using our experience builder and fully test the experience before going live on your website. There are 4 steps we'll walk you through here to create your experience:
Before starting, make sure you’ve taken a look at our resources for basic concepts on conversational marketing.
An automatic experience is one that you can trigger without any other action from your visitor on any page of your site.
Manual experiences are those that are triggered by a smart form or button on your site. When a visitor fills out a form, or clicks on a button for purchase, you can then trigger the experience to happen at that moment. You can see learn more in depth on how to create these types of experiences in our Smart Buttons and Smart Forms guides.
To get started you’ll want to browse over to your ‘Experience’ section of the Qualified app. This is where all of your experiences will live. A few things to keep in mind before getting started:
Once in the experience builder, you’ll start first by naming the experience and then determining where the experience will show up and how it will trigger.
Next, create the first action in your experience that will engage your visitor. This is usually a greeting, or a way to catch their attention so that they will be more likely to interact with your bot. A few best practices here to keep in mind:
1. Use an animation or image that the visitor might recognize and click on. Shown below is an example.
2. Acknowledge where the person is coming from, for example the Salesforce Appexchange or a targeted campaign that you’ve recently sent them. For example: “Hey, thanks for coming all the way from the Appexchange! We love Salesforce too.”
3. Ask a relevant question. For example, if your experience is to be shown on the pricing page, create a greeting with language specific for that page.
Once you’ve engaged with your customers, you’ll want to get to know a bit more about who your visitor is and if they are someone you’d like your sales team to know about.
Before you ask any qualifying questions, take a minute to understand what the crucial questions are for your sales team and make a list of questions that your sales team can ask later on once you’ve qualified your visitor. You want to qualify them as quickly as possible, so you’re not wasting their time or yours.
An example of a qualifying question is: How many employees are in your company? Of course, if you have Clearbit Reveal, you’ll already have this information at hand.
Helpful Hint: If you have Clearbit Enrich, you’ll want to focus on your most important questions first to qualify your visitor. Remember, if they give you their company email address Clearbit will then give you first name, last name, and company information.
Whether you use Salesforce routing rules or have your own routing setup within Qualified you’ll want ensure your qualified visitors are routed to your reps for conversations right away or given the chance to book a meeting if your reps are not available.
You can qualify and route your visitors at any point in their engagement with you, but we recommend to qualify and route once they have answered your qualification questions in your experience. By doing this, you'll ensure that your reps are only spending their time with your most qualified visitors.
Helpful Hint: We have a whole section dedicated to the intricacies of routing that might be helpful when exploring this option.
When you qualify visitors you can do any of the following actions and create actions depending on if you reps are available at the time or not.
Ready to dive into the experience builder and configure some mobile-friendly experiences? Here are some ideas to get started:
Once you've completed putting together your experience, you can test it from start to finish without exposing your visitors to the experience. We recommended testing your experience a few times and finally removing your testing parameters before going live.
An experience is what your visitors will see on your site when Qualified.com appears and as they continue to interact with your Qualified.com app. An experience can be made up of multiple actions, such as a simple greeting, gathering more information about your visitor (qualifying questions), booking a meeting with a rep, or chat. We recommend starting with creating an experience for your top 3 pages (meaning top 3 web traffic pages) and work your way down to get the most impact right away. Create automated or manual experiences that route to your reps when your visitors are qualified leads, or have them book a meeting if your reps are offline. And never forget to test your experience fully before going live.
Make your experiences even better by continuing to read some of our other guides: