The 1-2 Punch for Sales

Customize a visitor’s Experience based on what brought them to your website. When they click a link inside a personalized outbound email and arrive on your site, allow them to schedule a meeting with the same rep who reached out.

How to Build the 1-2 Punch for Sales

Seize the opportune moment when visitors are engaged on your site to book a sales meeting.

1. Track Outbound Emails

There are a few ways to track clickthroughs from outbound emails that can also be used to trigger Experiences:

1. If your team uses Salesloft, connect it with Qualified. Then run a Salesloft cadence email step.
2. If you instead use Outreach, connect with Qualified. Add prospects to a sequence or send a one-off email from Outreach. When you’re drafting the sequence or one-off email in Outreach, click Add Link for Qualified to alter and track the links within your email.
3. Append UTMs to the links in your outbound email.

2. Configure Meeting Types & Meeting Routing

Create or verify that you have the appropriate meeting type and meeting routing for these accounts. When setting up the meeting type, edit the confirmation email to be relevant to your prospect. If your outbound campaign focuses on accounts in the cybersecurity industry, for example, include links to your organization’s own security policies in the confirmation email.

3. Create a Form or Button Experience

Button Experiences are currently in beta. If you’re interested, reach out to your Qualified Success Architect.

To build a Form Experience:

1. Click Show this experience to visitors that fill out.
2. From the right panel, pick which form to connect from Select form.

To build a Button Experience, first select which button will trigger the Experience.

Next, add the meetings scheduler for only your existing customers:

1. Insert a Branch action.
2. Build the branching based on clickthroughs from your outbound emails. For example, select Salesloft Person, Referring Cadence this session, and is any of. Choose the cadence(s) you want to include:
   
3. Below the Match branch:
   1. Insert an Offer a meeting (fullscreen) action.
   2. Click the Route for Meeting step and then click Select Meeting type from the right panel. Choose the new, relevant meeting type for this type of visitor.
4. Below the No Match branch:
   1. If this is a Form Experience, end the Experience or add a Start a conversation action to direct them to live chat with an available sales rep.
   2. If this is a Button Experience, add Start a conversation and Navigate steps to a different, relevant page on your site. (Stay tuned for new options later this spring.)
5. When you finish building your Experience, click Save in the top-right corner.

Use Case

The sales team at TroveRobotics wants to book more meetings, but only with compelling prospects. After narrowing down which business segment is their ideal customer, Rep Riley crafts and sends a new email campaign in Outreach.

Later that evening, the prospect reads the email and clicks a link to learn more. Shortly after they land on the TroveRobotics website, they click a Book a Demo button. The Button Experience is launched. Rather than asking the prospect to fill out a form or wait for live chat after business hours, they’re presented with the Qualified meeting scheduler. Immediately the prospect is able to book a meeting on Rep Riley’s calendar.