Personalised onboarding - How the data flows

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Transcript of Personalised onboarding - How the data flows

Page 1: Personalised onboarding - How the data flows

How to create

Personalised onboarding

Page 2: Personalised onboarding - How the data flows

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

Profile

Compute

Tracking

Messaging

Action

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Send onboarding messages by job title and user actions

Action

Compute

Messaging

Tracking

Profile

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Get job role Action Tracking

Messaging

Profile

Compute

➔ Signup form➔ Data enrichment

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Get user actions Action

Compute

Messaging

Tracking

Profile➔ Analytics tools➔ Product database

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➔ Job title➔ Actions taken

Messaging

Action Tracking

Compute

Profile

Compute segments

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Sync segments to messaging tools

Messaging

Profile

Action Tracking

Compute

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

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Trigger and send messages to each segment

Messaging

Profile

Action Tracking

Compute

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React to visitor actions and update our personalised campaigns.

Profile

Action Tracking

Compute

Messaging

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Explore orchestrations for your teamshull.io/recipes

Action

Compute

Messaging

Tracking

Profile