In today's competitive business landscape, providing a personalized and seamless customer experience is paramount. At Qualified, we recognize the power of smart button experiences in transforming static calls-to-action into tailored buying journeys. In this article, we will delve into the advantages of leveraging smart button experiences and outline steps at your disposal to create a seamless experience for your visitors.
Why Choose the Smart Button Experience?
- Optimized Experiences: Deliver faster and more efficient interactions. Leveraging advanced features, you can capture essential information from visitors, enabling you to tailor your responses and meet their specific needs.
- Qualification Questions & Robust Routing: Determine the most appropriate path for each visitor. Whether it's based on their identity or utilizing a criteria in a qualification question, you can ensure that visitors are connected with the right sales representative.
- Fallback Options: If a visitor doesn't meet the predefined conditions, the button will default to its original behavior, maintaining a smooth user journey and preventing any disruptions in their engagement.
- Smart Selector: Creating dynamic button experiences doesn't require extensive coding knowledge. Our point-and-click smart website builder empowers you to craft compelling experiences without the need for a dedicated web developer.
- Enhanced Error Handling: The smart button experience incorporates robust error handling mechanisms to ensure smooth functionality. In the event that a button is already selected or if any changes occur on the website, the system adapts seamlessly, minimizing any potential friction and providing a seamless user experience.
Setup an Experience for Smart Buttons:
Navigate to Settings icon → Experiences -> Buttons to create a new Experience or edit an existing one. You can select trigger criteria by using the CSS selector or the Smart Selector.
Once the trigger criteria is complete, click the + Add Action icon to add a new step within an Experience. A list of steps appears:
Start Visitor Engagement
Offer a Meeting
Prompt visitors to schedule a full-screen meeting directly on your site after selecting a button. You have the flexibility to collect their email and route the meeting request to a specific representative based on their identity. Alternatively, you can utilize general routing rules to ensure efficient scheduling.
To skip asking for email and rely on general routing rules, delete the entire step (in this case C1). When the email is skipped, Qualified will immediately offer calendar times, and ask the visitor to provide or confirm their email after selecting a time. This is the recommended option to optimize the number of meetings offered if routing is not determined by email or additional data collected in the lightbox.
Qualification Questions
Button experiences allow you to take your prospect directly to a meeting booking experience - skipping the traditional marketing form when the intention of the website call to action is to book a meeting.
At times, additional information is required to qualify a prospect. Adding Qualification Questions to a Smart Button experience allows you to obtain information needed to qualify and route them appropriately.
Admins have the ability to configure qualification questions two ways:
- Qualification questions asked with email
- Qualification questions asked after email, allowing for enrichment
Ask questions with Email
Add additional questions to the meeting light box if values that cannot be enriched are required for routing. It is recommended to ask a as few questions as possible. To add additional questions, click the “+” and select your existing visitor field(s) or create a new custom picklist value.
Ask questions after Enrichment
Collecting the email first and selecting “Enable enrichment” will run enrichment on the visitor, letting Qualified provide the data from the attached sources to reduce the number of questions asked of visitors. After pre-filling the values, additional qualification questions will only be asked if enrichment was not able to fill in those values.
NOTE: Form "Enrichment" refers to any source value within the visitor field (ie. if a matched Salesforce Lead has a value in the "company" field, that will be returned as a prefilled field.) "Erichment" does not mean exclusively Clearbit Enrichment in this case.
Questions on the follow-up lightbox that are not able to be enriched will still be displayed to the visitor.
Qualify or Disqualify your Visitor
Once data is collected, whether it was provided by the visitor or enriched by visitor field sources, admins can configure a branch to qualify or disqualify the visitor.
For qualified visitors, offer a meeting booker on the spot! Admins can customize the type of meeting offered based on visitor details, including duration, routing, confirmation email, and more. Check out additional meeting type settings here.
For disqualified visitors, a disqualification message is displayed. This is customizable by the admin.
Start a Conversation
In addition to offering a meeting, buttons have the ability to route for a conversation in real time. Empower your sales representatives to initiate a conversation within the smart button experience, particularly when interacting with VIP visitors. By selecting the "Start a Conversation" option, you can leverage the available experience step options to create a personalized touch, fostering stronger connections and building trust.
General
Branch
Leverage the branch step to create logical pathways based on visitor information. Guide them through different branches of the experience, such as booking a meeting or initiating a live chat, to ensure their journey aligns with their specific needs and interests.
Navigate
Utilize the navigate step to seamlessly direct users to another page within your website. This feature enables you to provide additional information or guide them to relevant resources, enhancing their understanding of your offerings and reinforcing their engagement.
Rep Availability
Maximize the opportunity to engage with VIP buyers by utilizing the rep availability step. By checking if a representative is available for a chat, you can ensure that valuable leads are promptly connected with a sales professional, maximizing the potential for conversions and nurturing strong customer relationships.
Summary:
Unlock the power of smart button experiences to revolutionize your customer engagement strategies. We understand the importance of personalized interactions and streamlined sales processes. By implementing smart button experiences, you can transform your CTAs into bespoke buying journeys, enabling meaningful conversations with the right buyers.
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