Re: TheKey Canada Brain Teaser - Gated Content

From
Phil Chanda <phil.chanda@thekey.com>
To
Ray Smale <ray.smale@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 15:19:56 -0400
Folder
INBOX
📎 Screenshot (1254).png; IMG_0301.jpg
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
>>>>>>>
>>>>>>

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