Use Case Tutorials

How to use and integrate the SMOC platform in specific cases. It shows the cases from fully manual to fully integrated.

Each tutorial links to the specific guides for integration in frontend or backend. We recommend following the tutorials as they are listed as they build upon each other:

Capture survey data#

Most cases involve data capture in SMOC. This is an important case for the other use cases.

Capture a lead#

Capture lead data so that they can be converted by you manually or automatically by integration. Can be combined with Capture survey data.

Convert a lead to customer with reward#

Typical flow and optional integration to capture leads contact data and give the lead a reward to convert by you. Is an advanced version of Capture a lead. Can be combined with Capture survey data.

Referral lead and then Convert a lead to customer with reward#

Typical flow and optional integration of getting sending or displaying a referral offer to an existing contact and then distributing this out to new leads. Both existing and new customer gets reward. Is an advanced version of Convert a lead to customer with reward. Can be combined with Capture survey data.