Nov 19, 2020 - Greeting Message personalization and Salesforce Pardot

Leave a fantastic first impression with personalized greeting messages. 💌

Greeting message personalization enables your organization to engage better with visitors to your website. It helps you use dynamic customer attributes to craft a hyper-customized first touch-point with your site visitors. We call these attributesPersonalization Tokens, and they’re quite useful.

P.S.: You can set up greeting messages without Personalization Tokens too.

You could bring in data fields from your MarTech tools like HubSpot, Salesforce, Marketo, or Pardot and use them to enrich your chatbot experience.

Here’s how a personalized greeting message will look like:

We have two minor upgrades in the user interface with the new changes to the greeting message experience.

We’ve removed the 'Personalize' option in the Widget Settings tab as it is rendered obsolete with the greeting message personalization upgrade. Now set up a personalized greeting message from the Conversation flow tab.

 Refer to a user by their first name in the greeting message by referring to them as Hey [first_name]. We've removed the ‘Hey there' message in the Chatbot pop-up to make way for a super personalized first touch experience!

Note: The current personalization experience for your visitors will not be affected by these changes. 

We’re bringing deep audience segmentation capabilities with Salesforce Pardot. ⚡

Insent - Pardot Integration helps Insent customers identify visitors using Pardot’s capabilities. Insent uses Pardot data to target the right audience on your website and connect them with suitable agents.

Recently, we’ve rolled out rule-based audience segmentation through Pardot lists. And it helps you work with segments created by your marketing team in Pardot. Overall, this change brings more control to you as an Insent administrator without signing into Pardot.

Suppose you’re thinking of moving to Pardot and are looking for a deeply integrated conversational chatbot. Set up a call with us! We’d love to help you out.