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Call-back pop-up with assigning Activity to Agent and email notification

Effortless Customer Support: Integrated Call-Back Pop-Up and Agent Notification System
Objectifs
Nurture prospects
Acquire more customers more efficiently
Improve customer service
Manage leads and accelerate the sales funnel
Secteurs
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Balises
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Descriptif

Elevate your customer service with our automated call-back pop-up. By assigning activities to agents and providing real-time email alerts, you can ensure efficient and timely support, leading to increased customer satisfaction and loyalty. Increased Efficiency: Automatically assigns tasks to agents, reducing manual effort and speeding up the support process. Enhanced Customer Satisfaction: Streamlined workflow and quick responses improve overall customer service and satisfaction. Optimized Support Workflow: Seamlessly integrates task assignment and notifications, making the support process more organized and efficient. Improved Agent Productivity: Agents receive immediate notifications, enabling them to address customer issues promptly and effectively.

Effort d'implémentation

Impact sur un objectif

Assets

Today 9:41
9:41
Automation
Today 9:41
9:41
Pop-up
Outcome
Increased sales and revenue
Optimized Support Operations
Improved conversion rates
Better Utilization of Resources

Scénario utilisateur détaillé

When a user enters your website, the system initiates a call-back pop-up after the page fully loads, ensuring they first engage with the content. It checks for a pop-up capping tag in the user's profile to prevent frequent displays. If the user lacks this tag, the pop-up is shown. Submissions prompt immediate notifications to agents, enhancing response efficiency, while non-submissions trigger a temporary tag in the user's profile to allow for a re-display after a few hours, maintaining engagement without being intrusive.

Étape par étape

  • 1
    When a user enters your website or a specific page, the system initiates the call-back pop-up process
  • 2
    Allow a few seconds for the page to fully load, giving the user time to check the content of the page. This delay ensures that the user is not interrupted immediately and has a chance to engage with the page content first
  • 3
    Verify if the user has a pop-up capping tag in their profile. This tag prevents the pop-up from displaying too frequently to the same user
  • 4
    If the user does not have a capping tag, display the call-back pop-up
  • 5
    When the user submits the call-back pop-up, an immediate notification is sent to your agent. This ensures that the user's request is promptly attended to, enhancing customer satisfaction and service efficiency
  • 6
    If the user does not submit the pop-up, add a temporary tag to their profile. This tag ensures that the user will see the pop-up again after a few hours, providing another opportunity for engagement without being overly intrusive

Detail user scenario

Step-by-step

  • 1
    When a user enters your website or a specific page, the system initiates the call-back pop-up process
  • 2
    Allow a few seconds for the page to fully load, giving the user time to check the content of the page. This delay ensures that the user is not interrupted immediately and has a chance to engage with the page content first
  • 3
    Verify if the user has a pop-up capping tag in their profile. This tag prevents the pop-up from displaying too frequently to the same user
  • 4
    If the user does not have a capping tag, display the call-back pop-up
  • 5
    When the user submits the call-back pop-up, an immediate notification is sent to your agent. This ensures that the user's request is promptly attended to, enhancing customer satisfaction and service efficiency
  • 6
    If the user does not submit the pop-up, add a temporary tag to their profile. This tag ensures that the user will see the pop-up again after a few hours, providing another opportunity for engagement without being overly intrusive

Comment le mettre en œuvre ?

La mise en œuvre de l'automatisation des cas d'utilisation implique plusieurs étapes et outils clés. Voici des ressources complètes pour vous aider à démarrer :

Modules d'occasion

Pop-Ups

Collect information from your visitors and navigate them on the website.

SMS Messages

Automate SMS delivery based on user actions or specific conditions.

Push Notifications

Delivers personalized notifications to users of your website (webpush) or app (mobile push).

Landing Pages

Easily design and customize landing pages that convert visitors into leads, optimizing the journey from click to action.

Prérequis
Guide étape par étape
Rédigé par
Sabina Sęk

Call-back pop-up with assigning Activity to Agent and email notification

Effortless Customer Support: Integrated Call-Back Pop-Up and Agent Notification System
Read the guide
Recommended data structure
Events
An event is a custom piece of information about something your user does.
Event name Event parameters
Page visit Event is triggered when a user visits a given page.
User attribute
An attribute is a specific piece of data related to a user's profile or activities.
Attribute name Criteria
Popup_capping (tag) Tag that is assigned to user, whom did not submit info through pop-up, to differentiate him from the user who did.
Companies using predictive analytics, which can include efficient call-back systems, report a nearly 60% boost in call center productivity. This increase is due to better management of call volumes and more effective use of agent time
Operative Intelligence
Source
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Cheat Sheet
To bring your email sequence to the next level check how you can use the following methods:
Render the data of the user who has submitted the call back pop up in the agent notification message.
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