Genius follow up with Insite customer tracking
D
Daniel Lewis
can we have genius do a follow up with customers that active on our website. this would apply to customers on the insite tracker.
D
Daniel Lewis
I would want Genius to send a message 20-30 mins after they were on the site(don't want to be creepy and do it right away). I would want it activated on VDP. It would apply to customers matching insite/crm.
Shelby Parker
Thanks for posting this, Daniel Lewis — really appreciate the idea. To make sure we’re designing the right workflow around Insite tracking + Genius follow-ups, can I clarify a couple things? When a customer is active on your site, do you want Genius to automatically send a message, or would you prefer it generate a task/alert for your team to handle? Also, what specific activity should count as the trigger (any visit vs. certain pages like VDPs, time on site, repeat visits), and should the follow-up happen right away or after a delay? Lastly, should this apply only to identified customers matched in Insite/your CRM, or do you want it to include anonymous visitors too?