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Supercharging Web Engagement with Conversica: A Step-by-Step Guide


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Best PracticesLead Management
Published 03/12/24
2 minutes read

Web engagement is a fast-paced world. When today’s buyers are researching online, you need to jump on the interest fast or you might lose out to a competitor.

In this guide, we’ll delve into how you can leverage Conversica to take your web engagement to the next level. Whether you’re dealing with leads from your own site or leads from content syndication, we’ll walk you through essential techniques to choose the right conversation, personalize your messaging, and segment your leads for maximum impact.


Choosing the Right Conversation

Using the right tool for the job is crucial for success, and selecting the appropriate conversation for your use case is no exception. Without the right conversation, you risk missing out on valuable leads and spending unnecessary time manually qualifying leads. Let Conversica handle the heavy lifting while your Sales team focuses on selling.

For web engagement, the key is to choose a conversation designed to engage leads who have expressed early interest but haven’t yet reached out to Sales. Our Cultivate Leads Skill, specifically the Fresh Contacts conversation, is ideal for nurturing these leads and qualifying them for Sales.

Personalization with Conversation Fields

Once you’ve chosen the right conversation, it’s time to personalize your messaging using Conversation Fields. These fields allow you to customize your messaging based on how the web lead was generated and stored in your system. Personalization is crucial for success, as it leads to higher engagement and hot lead rates.

Include essential Conversation Fields such as Content Type, Action, and Title to ensure relevance and effectiveness in engaging web leads. While manual entry is an option, using Pull Fields to automatically populate Conversation Fields based on lead actions and content viewed is highly recommended for efficiency and accuracy.


Using dynamic messaging increases the variation in the output

Segmenting Leads for Maximum Impact

Properly segmenting your leads in your CRM enhances personalization across a wide range of web engagements. Create contact lists based on the different types of content consumed, such as ebooks, webinars, white papers, etc. Use Conversation Rules to assign leads to the correct contact list seamlessly, streamlining your targeting process.

Conversica Dynamically Routes Contacts Based on variables, attributes and triggers Image

By following these steps – choosing the right conversation, personalizing your messaging with Conversation Fields or pull fields, and segmenting your contact lists – you’ll be ready to unleash the full potential of Conversica in seamless and automatic web engagement. Remember, capitalizing on your web leads is all about strategic targeting and personalized interactions.

If you have any questions or need more information, join us in the Conversica Community, where we’re paving the way for generative and conversational AI in the enterprise. Thanks for reading, and happy engaging!

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