More Details When a Contact Resubmits Information via Engage
Now, if a contact who already exists in your CRM resubmits information through any Engage widget, you''ll be able to view all the data captured in that new record in their history.
MKT
Tracking records coming from Upnify Engage is now more complete. When a person who already exists in your CRM submits information again through any Engage widget, Upnify will keep the details of the data captured in that new interaction in their history.
Previously, in these cases the history could only show that the contact requested information again. This made it possible to identify a new interaction, but not to directly review what information had been submitted again.
Now two follow-ups related to the same interaction will be recorded: one with the details of the information captured through the widget, and another indicating that the contact requested information again.
Available for all Engage widgets
This improvement is no longer limited to event widgets. It now applies to all widget types available in Engage, helping maintain consistent traceability regardless of where the contact interacts again.
This includes experiences such as forms, events, downloads, calendars, courses, and other widgets available within Engage.
Review the data from each new interaction
In the contact''s history, you will be able to review the fields submitted in that specific registration, such as name, email, phone number, and any other information requested by the widget.
You will also be able to identify the source widget or integration, making it easier to trace each new interaction.
Detect new information from your contacts
This information is especially useful when a person interacts again using details that are different from those already stored in the CRM.
For example, if a prospect provides a new phone number or a different email address, you will be able to identify that information in the follow-up and consider it as an alternative for continuing the sales conversation.
Even if the contact submits exactly the same information that already exists in the CRM, Upnify will keep the details of that new registration. This way, you can see what information was provided and which widget the contact interacted through again.
- Greater traceability of interactions generated through Engage.
- Visibility into the information provided in each new registration.
- Identification of new phone numbers, email addresses, or other captured data.
- More context to continue the sales follow-up.
With this improvement, every new interaction from an existing contact through Engage adds more context to their history, helping your team better understand their behavior and make use of the most recent information they have provided.