Visitor Demographics

Overview

The purpose of collecting lead demographics is to develop a clear understanding of your prospects—who they are, what they do, and what matters to them—so that your future marketing efforts can be more targeted and effective. While the specific data required to build these profiles differs between B2B and B2C marketing, the overall approach to gathering this information is consistent across both.

Gather Demographics

To create an Ask for visitor feedback follow the process outlined below.

1. Define the question and answers: Start by deciding on the question you want to ask visitors and demographic information you want to collect.

2. Create question: Add the question at the top of the scene using a Text Layer. Optionally, add a subtitle to the main question using another Text Layer.

3. Add answers: Use Text Layers to create the response choices for each of the demographic field you want to collect. Style these choices according to your preferences.

4. Add Select Actions: Attach a Select Action to each of the answers. Configure each Select Action as follows

   • Is Required: Check the box to make the field mandatory, ensuring users provide the necessary information.

   • Selection type: Decide whether you want the response to be Single Choice or Multiple Choice.

   • Selection name: Use selection names to group selections; these can be anything you choose.

   • Selection value: Ensure each response has a unique value that corresponds to answer choices.

   • Conversion: Decide if you want to tag it as partial or final conversion

5. Add a Submit Layer: Below the last Select Action, add a layer with a Submit Action.

Then you are done!