Fwd: TheKey Canada Brain Teaser - Gated Content

Hi Ed,
When you get chance...

We really want to gate the answer to this quiz.
But the constraints on how we can do that are such that we just have to put
the answer to the quiz right out in the open.

I want to share the vision here with you, so you can help us realize it -
maybe not for this first one, but for subsequent rounds.

Here's how it should go:
- We tease the audience with a challenge (by mail or email)
- They come to the website to find the answer
- We get their contact info
- We give them the answer

Right now it's so clunky after we get their contact info. that it's another
download they have to do to get the answer.
I just find that too shifty/shady and unfair.

So... if there's anything you can do to help us enable this in future, we'd
be very grateful.
Thanks,
Ray + Tim


---------- Forwarded message ---------
From: Ray Smale <ray.smale@thekey.com>
Date: Thu, May 30, 2024 at 5:47 PM
Subject: Re: TheKey Canada Brain Teaser - Gated Content
To: Phil Chanda <phil.chanda@thekey.com>
Cc: Timothy Thomas <tt@thekey.com>, Monica Schmidt <
monica.schmidt@thekey.com>, Ed Malinowski <ed.malinowski@thekey.com>, Megan
Heinen <mheinen@thekey.com>


I saw that and I like it because the constraints are such that we just
can't bury it under a form fill and a download.
So this is the only reasonable alternative IMO.
Thanks Phil.
So now I need to figure out how to get them to provide contact
info./request a consult.



On Thu, May 30, 2024 at 5:27 PM Phil Chanda <phil.chanda@thekey.com> wrote:

> I've updated the photo to the one Ray provided:
> https://thekey.ca/brain-teaser
>
> We can discuss what your vision is and next steps on our call tomorrow.
>
> Agenda:
> - Is this the place where you want the photo?  As previously mentioned, we
> can't put an image into the web form as it's a container for the form.   We
> can either put a worded message there or we can redirect to another page on
> submission.
> - Who will be providing the text copy for the page?
> - If you are going to use a web form as Monica suggested, is it the
> inquire care form? What is the text and the headline for that?
>
> Thanks,
> Phil
>
>
> On Thu, May 30, 2024 at 1:23 PM Ray Smale <ray.smale@thekey.com> wrote:
>
>> Here's the explainer for the squares.
>> I think this does the trick.
>> I won't be doing a video.
>>
>> ---------- Forwarded message ---------
>> From: Phil Chanda <phil.chanda@thekey.com>
>> Date: Thu, May 30, 2024 at 12:05 PM
>> Subject: Re: TheKey Canada Brain Teaser - Gated Content
>> To: Ray Smale <ray.smale@thekey.com>
>> Cc: Timothy Thomas <tt@thekey.com>, Monica Schmidt <
>> monica.schmidt@thekey.com>, Ed Malinowski <ed.malinowski@thekey.com>,
>> Megan Heinen <mheinen@thekey.com>
>>
>>
>> We can't put an image into the web form as it's a container for the
>> form.   We can either put a worded message there or we can redirect to
>> another page on submission. To be discussed on our call tomorrow.
>>
>> 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,
>>>>>>