How to Collect Leads from First-Time Users

Introduction

A lot of new users visit our websites on a daily basis and would eventually exit after a few mins of scrolling. Just before them exiting, collecting their contact info will help us in not missing out on potential users for our service and thereby making sure on not missing out revenue. This will also help us build a prospect database that the sales team can follow up. We can also engage with these users with offers and discounts and nurture the leads in a slow and steady scale.

In this article, we will create an On-site Messaging (OSM) Campaign to collect contact details from your first-time users.

Expected Result

When users visit the website, they will see a pop-up message:

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Prerequisites

Integration of the MoEngage Web SDK with your website. For more information, refer to the Developer Guide.

Create an OSM Campaign

In this section, let us create a campaign to collect contact details from your first time users.

Step 1: Target Users

  1. Navigate to the sidebar on the left and click Engage > Campaigns and click + Create campaign, or click + Create new > Campaign.
  2. Under Inbound, click On-site.
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    You are taken to the first step "Target users" of defining your campaign.
  3. Enter the following details:
    • Campaign name: Enter a name for the campaign. For example, "Collect Leads".
    • Campaign tags: Select the relevant campaign tags.
  4. In the Target Platforms section, select the platforms where you would like to show your survey. For this example, select both the options:
    • Web
    • Mobile Web
  5. In the Trigger Criteria section, click the On Exit Intent card because the aim is to show a pop-up to your users when they try to exit. For more information on defining exit intent, refer to Exit Intent Technology.
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  6. In the Select pages section, select Specific pages and define as shown in the following image, because your aim is to collect leads:
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    You can click the + icon to add more conditions and click And or Or to define the logic to be applied.
  7. In the Target audience section, select first-time users by defining ID does not exist as shown below:
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  8. Click Next to move to the second step "Content" where you can define the content that will go into your campaign.

Step 2: Content

  1. In the Search templates field, search with the keyword “Popup” to find a list of pop-up windows.
  2. In the Popup templates section, hover your mouse on the required template and click Select Template. You can also start from scratch by selecting  Blank Popup Template in the Popup templates section.
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  3. After the screen loads, edit the template based on your requirement and define your campaign.
  4. Click the + icon on the left to add new elements to your campaign.
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  5. As a part of your defining OSM, you can click the input box and click the first icon to get the following settings:
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  6. From here, you can implement basic level of checks. For example, selecting the “Tel” option from the first drop-down list helps MoEngage validate if users are entering only the numbers.
  7. On the Advanced tab, you can make sure to save the input value to the profile that gets created at MoEngage by selecting the “Attribute” where you would like to store the input value. This will help you engage with them in the future.
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  8. Click Next to move to the third step "Schedule and goals" where you can define the schedule and goal of your campaign.

Step 3: Schedule and Goals

  1. In the Send campaign section, define when you want to start and end your OSM campaign.
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  2. In the Conversion goals section, add conversion goals that you like to track.
  3. In the Campaign priority section, assign a priority to this OSM campaign. Assigning a priority helps you decide which OSM to be shown to a user when they are eligible for more than one OSMs at a specific time. For example, selecting Critical makes sure that the users will always see this even when there are other campaigns that they are eligible for. For more information, refer to Create OSM Pro Campaign.
  4. In the Global Delivery controls section, turn the Ignore global minimum delay toggle on to override the defined minimum delay between any two campaigns defined in settings.
  5. In the Local Delivery controls section, define the controls based on your requirements. For more information, refer to Create OSM Pro Campaign.
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  6. Click Publish.

Conclusion

In this use case, we created an On-site Messaging (OSM) Campaign to collect contact details from your first-time users.

Now that we have published the Campaign, we can keep track of our CTR and conversions (if defined) to understand how well our Campaign is performing. For more information, refer to Analyzing an OnSite Campaign.

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