Re: TheKey Canada Brain Teaser - Gated Content

Here's the explainer for the squares.
I think this does the trick.
I won't be doing a video.

On Thu, May 30, 2024 at 11:44 AM Timothy Thomas <tt@thekey.com> wrote:

> I recommend we leave the landing page as is, however when you complete the
> webform, an image is displayed, (like Ray drew up, if marketing can supply
> it) along with the answer 13. Can this fit within the space behind the
> webform.
>
>
> On Thu, May 30, 2024 at 10:07 AM Phil Chanda <phil.chanda@thekey.com>
> wrote:
>
>> Hi Ray/Tim/Megan,
>>
>> I have set up a call to discuss what adjustments you want on the brain
>> teaser page.
>>
>> Key questions
>>
>>    - Do you only want the answer to be displayed with a web form for
>>    Care?
>>       - This is not in line with the landing page that Tim drew out.  If
>>       so, we need new copy for what you want the headline and sub headline to
>>       look like along with any other copy on the page.
>>       - Is Marketing providing the visual for this?
>>    - Do you still plan to reuse this template at some point?  Please
>>    advise as we'll need to archive it.
>>
>>
>> Thanks,
>> Phil
>>
>> On Wed, May 29, 2024 at 8:15 PM Monica Schmidt <monica.schmidt@thekey.com>
>> wrote:
>>
>>> Ray,
>>> The form submission on the landing page will create these records as
>>> Leads in Salesforce. They will then be routed based on postal code and
>>> receive the same automated emails and follow ups as Web Leads do today. The
>>> fields on the form match the fields that exist for all Web Leads because it
>>> will leverage the existing API to create and populate these records.
>>>
>>> When you mentioned wanting the direct mail piece to link to gated
>>> content, there was discussion about downloadable articles or tools, so I
>>> recommended Pardot as the host of these files. It allows for clear tracking
>>> of how many users (and which users) download this content. However, now
>>> that this has changed to merely displaying an answer on the page instead of
>>> downloadable content, it doesn't make sense to host it in Pardot. Your
>>> success criteria can simply be the number of form submissions/leads
>>> generated on this page. If your program progresses to articles and tools
>>> that a user would ultimately want to download and refer to/use again, then
>>> that content can be hosted in Pardot at that time. For this square puzzle,
>>> you can display the answer on the webpage after the form submission without
>>> any downloading required.
>>>
>>>
>>>
>>>
>>> On Wed, May 29, 2024 at 2:20 PM Phil Chanda <phil.chanda@thekey.com>
>>> wrote:
>>>
>>>> Marketing will need to provide a PNG for this.
>>>> You should also consider doing a video in place of the image to show
>>>> how to solve for it as a different option.  If you go this route, Marketing
>>>> would need to provide that as well.
>>>>
>>>> On Wed, May 29, 2024 at 3:18 PM Ray Smale <ray.smale@thekey.com> wrote:
>>>>
>>>>> Here’s what I’m thinking…
>>>>>
>>>>>
>>>>> On Wed, May 29, 2024 at 2:36 PM Phil Chanda <phil.chanda@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> Graphically, we can add whatever image you want.  As noted
>>>>>> previously, the current image is a placeholder.
>>>>>>
>>>>>> If you send me the design of what the answer is, I can see how we can
>>>>>> add it to the web page.
>>>>>>
>>>>>> On Wed, May 29, 2024 at 2:27 PM Ray Smale <ray.smale@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Monica - I'm not a fan that once I've entered all my information on
>>>>>>> this form I still don't get the answer to the quiz and I now have a
>>>>>>> download to do to get it.
>>>>>>> I think it's very bait and switchy, not very customer friendly.
>>>>>>> [image: Screenshot (1254).png]
>>>>>>>
>>>>>>> It leaves a bad taste - I'm wondering how many more of these hurdles
>>>>>>> do I need to keep jumping through.
>>>>>>> Is there a way we can avoid this?
>>>>>>> At a minimum a big 13 needs to be in the blue box preceded by "The
>>>>>>> Answer is:"
>>>>>>> Ideally there's also a graphic that shows how you get to 13 - so
>>>>>>> a green outline for the small boxes, red for med, blue for the large ones -
>>>>>>> Phil that's a graphical challenge for you pls.
>>>>>>> With that, then the question is where do we route people from here,
>>>>>>> having given them the answer.
>>>>>>> Thanks for your thoughts,
>>>>>>> Ray
>>>>>>>
>>>>>>> On Wed, May 29, 2024 at 10:20 AM Phil Chanda <phil.chanda@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> This is the way it mapped in Salesforce API at the moment and how
>>>>>>>> it was originally built.  Monica, can speak to this in more detail but this
>>>>>>>> is tied to "API Field Name: CallerName__c"
>>>>>>>>
>>>>>>>> On Wed, May 29, 2024 at 10:17 AM Ray Smale <ray.smale@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Can we pls break the name field into:
>>>>>>>>> First Name
>>>>>>>>> Last Name
>>>>>>>>> ?
>>>>>>>>>
>>>>>>>>> On Tue, May 28, 2024 at 5:53 PM Ray Smale <ray.smale@thekey.com>
>>>>>>>>> wrote:
>>>>>>>>>
>>>>>>>>>> Got it. Thanks
>>>>>>>>>>
>>>>>>>>>> On Tue, May 28, 2024 at 5:48 PM Monica Schmidt <
>>>>>>>>>> monica.schmidt@thekey.com> wrote:
>>>>>>>>>>
>>>>>>>>>>> Ray,
>>>>>>>>>>> We will be leveraging our existing connection to Salesforce for
>>>>>>>>>>> this form, so we need all four fields to be populated for automated and
>>>>>>>>>>> manual follow up processes.
>>>>>>>>>>>
>>>>>>>>>>> On Tue, May 28, 2024 at 1:03 PM Timothy Thomas <tt@thekey.com>
>>>>>>>>>>> wrote:
>>>>>>>>>>>
>>>>>>>>>>>> Looks great. Nice work Phil.
>>>>>>>>>>>>
>>>>>>>>>>>> On Tue, May 28, 2024 at 1:56 PM Phil Chanda <
>>>>>>>>>>>> phil.chanda@thekey.com> wrote:
>>>>>>>>>>>>
>>>>>>>>>>>>> Hi Ray,
>>>>>>>>>>>>>
>>>>>>>>>>>>> We need all fields so that it can be entered into
>>>>>>>>>>>>> Salesforce/Pardot as a lead.  I'll let Monica S chime in on the tracking &
>>>>>>>>>>>>> automation aspect with regards to Pardot & Salesforce.
>>>>>>>>>>>>>
>>>>>>>>>>>>> Thanks,
>>>>>>>>>>>>> Phil
>>>>>>>>>>>>>
>>>>>>>>>>>>> On Tue, May 28, 2024 at 1:22 PM Ray Smale <
>>>>>>>>>>>>> ray.smale@thekey.com> wrote:
>>>>>>>>>>>>>
>>>>>>>>>>>>>> I love it!
>>>>>>>>>>>>>> Great work.
>>>>>>>>>>>>>> Tim - Do we need post code? We can get it when we call them
>>>>>>>>>>>>>> back.
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Phil - I think we need phone AND email correct? That's a
>>>>>>>>>>>>>> Salesforce thing, right?
>>>>>>>>>>>>>> One or the other won't do, right?
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> On Tue, May 28, 2024 at 12:17 PM Phil Chanda <
>>>>>>>>>>>>>> phil.chanda@thekey.com> wrote:
>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> Hi team,
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> Below is a draft of the landing page for the brain teaser:
>>>>>>>>>>>>>>> https://thekey.ca/brain-teaser?no-cache
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> Please note:
>>>>>>>>>>>>>>> 1) The graphic is just a placeholder until the postcard is
>>>>>>>>>>>>>>> finalized
>>>>>>>>>>>>>>> 2) When you press download at the end, it goes to another
>>>>>>>>>>>>>>> placeholder for the answer.
>>>>>>>>>>>>>>> 3) I have not hooked this up to auto flow into Salesforce
>>>>>>>>>>>>>>> yet as we are still testing.
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> Thanks,
>>>>>>>>>>>>>>> Phil
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> --
>>>>>>>>>>>> Tim Thomas
>>>>>>>>>>>> Head of Canada Division
>>>>>>>>>>>> *Please note my email has changed:*
>>>>>>>>>>>> tt@TheKey.com <tt@thekey.com>
>>>>>>>>>>>> (514) 591-9387
>>>>>>>>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>>>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>> --
>>>>>>>>>>> Thank you,
>>>>>>>>>>> Monica Schmidt
>>>>>>>>>>>
>>>>>>>>>>
>>>
>>> --
>>> Thank you,
>>> Monica Schmidt
>>>
>>
>
> --
> Tim Thomas
> Head of Canada Division
> *Please note my email has changed:*
> tt@TheKey.com <tt@thekey.com>
> (514) 591-9387
> TheKey.ca <https://www.thekey.ca/>
> [image: TheKey] <https://www.thekey.com/>
>