Onboarding 01: Data Collection with a Voucher Incentive

Key Metric: Customer accounts with all optional data
Average Result: 2.2x more


Metric Detail: The number of customer accounts that have all optional data filled in increases from 18% to 40% after the deployment of the workflow, thus increasing more than 2.2 times on average.

Workflow Detail: Registration should be brief and simple, but you want as much data about new customers as possible. Use this workflow to collect all the missing data about a customer after their registration. This workflow incentivizes hesitant customers with a voucher to share their data. You can significantly influence the result by the attractiveness of the customer benefit.

Workflow Preview:


See the details of this workflow in CareCloud Platform Demo here or ask for your access details.