Re: TheKey Canada Brain Teaser - Gated Content

From
Ray Smale <ray.smale@thekey.com>
To
Phil Chanda <phil.chanda@thekey.com>
CC
Monica Schmidt <monica.schmidt@thekey.com>, Ed Malinowski <ed.malinowski@thekey.com>, Megan Heinen <mheinen@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Wed, 29 May 2024 14:27:31 -0400
Folder
INBOX
--00000000000005d54306199be860 Content-Type: multipart/alternative; boundary="00000000000005d54106199be85f" --00000000000005d54106199be85f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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=E2=80=AFAM Phil Chanda 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=E2=80=AFAM Ray Smale = wrote: > >> Can we pls break the name field into: >> First Name >> Last Name >> ? >> >> On Tue, May 28, 2024 at 5:53=E2=80=AFPM Ray Smale = wrote: >> >>> Got it. Thanks >>> >>> On Tue, May 28, 2024 at 5:48=E2=80=AFPM 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 man= ual >>>> follow up processes. >>>> >>>> On Tue, May 28, 2024 at 1:03=E2=80=AFPM Timothy Thomas = wrote: >>>> >>>>> Looks great. Nice work Phil. >>>>> >>>>> On Tue, May 28, 2024 at 1:56=E2=80=AFPM Phil Chanda >>>>> 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=E2=80=AFPM Ray Smale >>>>>> 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=E2=80=AFPM Phil Chanda >>>>>>> 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 finaliz= ed >>>>>>>> 2) When you press download at the end, it goes to another

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