Re: TheKey Canada Brain Teaser - Gated Content

From
Ray Smale <ray.smale@thekey.com>
To
Phil Chanda <phil.chanda@thekey.com>
CC
Ed Malinowski <ed.malinowski@thekey.com>, Megan Heinen <mheinen@thekey.com>, Monica Schmidt <monica.schmidt@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Wed, 29 May 2024 15:18:32 -0400
Folder
INBOX
📎 Screenshot (1254).png; IMG_0301.jpg
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
>>>>>>
>>>>>

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