Zero-party data banner

Use Case maturity:

Basic

What to expect:

Increase in RPV

Use Case goal:

Acquisition

Use case description

Benefit from increased conversion rates by personalizing your campaigns with zero-party data. The Zero-Party Data Banner enables you to gather valuable insights directly from your customers without any coding required. This banner offers extensive customization options, allowing you to set specific questions to collect data that enhances your ability to personalize customer experiences and boost conversions.

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Note

Interested in implementing this use case? Contact your Customer Success Manager to discuss how it can be tailored for your business.

Key features

• Zero-Party Data Collection: Directly gather data from customers by asking tailored questions.
• No-Code Customization: Easily configure the banner without needing any coding skills.
• Flexible Design Options: Customize the look and content to align with your brand and campaign goals.
• Enhanced Personalization: Use collected data to create more relevant and engaging customer experiences.

Use case items

With this use case, you’ll get an:

• Zero-Party Data Banner: A fully customizable tool that helps you gather important customer insights directly through the banner.
• Questions Excel File: Spreadsheet for managing and updating survey questions.
• Report: Dashboard for monitoring and analyzing banner responses.

How to deploy the use case

After downloading the use case, follow these steps.

Meet the requirements

Check if the data in your project meets the requirements. The Use Case Center lists requirements for each use case during the deployment process.

Understand the use case logic

1. Open the campaign and access the banner template.
2. Edit the banner content and appearance.
   • Follow tooltips in the interface to guide you through each setting.
   • Adjust all parameters according to your specific requirements.
   • Set the audience for your banner based on your use case; there are no pre-configured audience settings.
   • Choose whether to display the banner as an embedded element on the page or as a pop-up.
   • Configure optional features, such as a copy icon for voucher codes, links to other weblayers, and enhanced exit or thank you logic.
3. Manage survey questions using the Excel file.
   • Download the provided Excel file (spreadsheet), update the survey questions as needed, and upload the revised file.
   • Edit, add, or remove questions directly in the spreadsheet.
   • Configure question behavior, such as presenting questions one by one, setting a custom sequence, or using conditional logic to show or hide questions based on previous answers.
4. Launch the campaign to display the banner on the website.
5. Track and analyze responses.
   • Open the report to monitor banner responses.
   • Update report filters to match the banner name for accurate tracking.

Test and run the use case

Test a use case before deploying it. Testing ensures you don't send unfinished or imperfect campaigns to your customer base.

Once the testing is over, run the use case. Open the banner and click Start to launch the campaign.