Convert Customer
How you can capture a lead and stimulate conversion with rewards though a SMOC flow and integrate the data captured.
Prerequisites
To perform this tutorial you to have set up a SMOC flow to capture data on. This use case is extended in:
The case can also be combined with:
Use Case
| User Story Overview | Alternatives / comments |
|---|---|
| (a) A prospect or customer of a SMOC client | |
| (b) enters a SMOC client’s Website | can be App, Landing page |
(c) is not identified | can also be identified |
| (d) and interacts with SMOC flow. | |
| (e) During interaction is presented with a form where (s)he leaves contact details and will get a reward if (s)he becomes a customer | contact is now identified and in lead state |
| (f) Interaction is now handed over to the SMOC client who converts prospect to customer. | can be done by a handover element in the conversation. Contact data can be captured by Zapier if set up, or direct call to Retrieve company contacts |
(g) SMOC is notified that the state for contact has gone from lead to customer | can be done manually or automatically by calling Confirm a contact |
| (h) SMOC sends out rewards and handles all messaging and transactions with the customer. | Rewards are sendt out in batch from the SMOC console when company triggers it. |
| Exits: | |
| (i) data is stored on the SMOC flow analytics | |
(ii) data is stored on the SMOC contact profile and customer set to customer state. | data flows through Zapier if set up |
Interaction Diagram
