Personalised onboarding - How the data flows

Post on 22-Jan-2018

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Transcript of Personalised onboarding - How the data flows

How to create

Personalised onboarding

Quick primerUse the customer stack to explain orchestration as closed loops.

Profile

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Tracking

Messaging

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Send onboarding messages by job title and user actions

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Get job role Action Tracking

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➔ Signup form➔ Data enrichment

Get user actions Action

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Profile➔ Analytics tools➔ Product database

➔ Job title➔ Actions taken

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Compute segments

Sync segments to messaging tools

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➔ Email➔ Live chat➔ Website audiences➔ In-app messages

Trigger and send messages to each segment

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Action Tracking

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React to visitor actions and update our personalised campaigns.

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Explore orchestrations for your teamshull.io/recipes

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