Conversica’s Survey Outreach Conversation caters to leads who recently interacted with your company to ask them if they would participate in a survey about the product or service. Your assistant will reference their past contact/inquiry and will then ask if they would like to set up a call to learn more about your company’s offerings. After a lead has had the opportunity to speak with a representative, your assistant will follow up with the lead to ensure they received all the information they needed. If a lead isn’t interested at the moment, Conversica will ask the lead to refer someone who may be interested. If a lead says they are the wrong contact at their company, Conversica will ask for the correct contact and collect their contact information.
Conversation Fields
Conversica can accept fields that will allow the conversation to adapt based on how you would like to reengage with the lead. If values are not provided, Conversica will engage with the lead in a more generalized fashion. All the values for this conversation are reviewed and approved by a Conversation Specialist to ensure you receive the best engagement rate possible.
Fields Accepted | Definition | Examples | Notes |
---|---|---|---|
Conversation Starter |
This variable will be used to personalize the conversation before Conversica introduces herself. |
I hope you are having a great day so far. |
An optional field used to introduce the assistant warmly and create a welcoming atmosphere. |
Interaction Description | Up to 60 characters describing a product or a product name. | artificial intelligence technology | This is an optional field that allows us to give the lead a little bit of information to get them interested. This value should not include punctuation. |
Interaction Description 2 | Up to 60 characters describing a product or a product name that will appear in Attempts 2 and 4. | Revenue Digital Assistants | This is an optional field that allows us to give the lead a little bit of information to get them interested. This value should not include punctuation. |
Interaction Description 3 | Up to 60 characters describing a product or a product name that will appear in Attempts 3 and 6. | artificial intelligence software | This is an optional field that allows us to give the lead a little bit of information to get them interested. This value should not include punctuation. |
Informational Statement | Single sentence that offers additional background to why you are reengaging. This value should not exceed 200 characters. | We’ve been releasing a number of new, exciting features to help engage with leads in a scalable fashion. | This optional sentence gives more background and sets the tone for the conversation the lead will have if they are interested. |
Informational Statement 2 | A single sentence that offers additional background to why you are reengaging. This will appear in Attempt 3. | Our new and exciting features help engage leads with a human touch in a scalable fashion. | This optional sentence gives more background and sets the tone for the conversation the lead will have if they are interested. |
Informational Statement 3 | A single sentence that offers additional background to why you are reengaging. This will appear in Attempt 5. | Our AI Assistants engage prospects and customers in authentic conversations and deliver a personalized human touch at scale. | This optional sentence gives more background and sets the tone for the conversation the lead will have if they are interested. |
Rep Role | The role of the representative that will be reaching out to the lead. | product specialist | This is an optional field that allows us to softly introduce the type of representative that will be reaching out to them. |
Organization Description |
A description of the organization. This will be used after a lead engages and would like to know a bit more about the organization before moving forward. |
We at Example Company work hard to provide you with the best experience. |
This optional sentence gives more background and additional description about the company or the organization reaching out. |
Scheduling Link |
A URL of the rep's calendar or some other way to schedule a meeting that the lead can interact with. Must be a valid URL and begin with either http:// or https://. |
https://calendar.google.com/calendar/r |
This optional field will be used to give additional flexibility to the representatives in scheduling an appointment on their calendars. |
Scheduling Link Description |
This variable is used to describe what a scheduling link will provide to the leads. Will only work if a link is provided. |
schedule a time |
This is an optional field that describes what the scheduling link will allow the lead to do. |
Scheduling Link Display |
This variable will be the display of the scheduling link that is provided. |
using their calendar |
This is an optional field that allows you to customize the description of the action tied to the link. |
Example Message
The example provided will demonstrate how the values are used within the conversation. If the lead does not reply on the first outreach, we will send another message with a variation of the same outreach. The first message we send out includes the values for Conversation Starter, Product Action, Interaction Description, Survey Type, and Informational Statement.
Conversation Flow
To learn more about the conversation flow for Survey Outreach, please see the following article: Conversation Flow: Learning More
Messaging Cadence
Below is the standard cadence for the Engage exchange of this conversation. Conversica can also reach out with a passive or aggressive cadence. Please see the following article for more information on cadence packages for Survey Outreach: Customizing Cadence: Reasonable Outreach
Available Flexibility
Conversica can allow variability in how formal or informal you would like your assistant to be. We are able to apply different tones in which you would like your assistant to interact with a lead. The messages will be concise in order to capture the lead's attention and produce a higher engagement rate.
Empathetic Messaging:
Subject | Introduction | Closing |
Your Health and Safety | I know these are difficult times, but I wanted to ensure that we answer any questions you may have regarding our [Inquiry Description]. We are here to help with any information you may need. | Wishing you stay safe during this time, |
Additional Conversation Flows
Upgrade to Advanced! Send Link & Request Call and Send Link
Conversica offers a couple of objectives for this conversation. The Send Link & Request Call objective will drive the lead to other ways of receiving information, along with a phone call. One of the questions will ask if the lead wants to receive additional information that the rep will send them, while another will provide a link to interact with. The Send Link objective will drive the lead to other ways of receiving information instead of a phone call. For more information, please see: How Send Link & Request Call Works, How Send Link Works
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