Our “early email collection” feature is often overlooked but is pretty important. It enables us to prompt users (via email) who don’t complete an assessment to pick up where they left off. This is a user experience enhancement that online consumers have grown to expect. Of course, the large retail brands know this increase conversions and are happy to oblige. Fortunately, our HRAs can do it, too.
Simply configure the option in the Management Portal and the email collection field appears on the first page of question. That way, if users are interrupted, our system can automatically email them. The emails include customizable messaging and a link to pick up where they left off instead of starting over.
By going out of our way to build a great consumer experience, we help you build trust and confidence in your services. It is a small but important acknowledgment that you care about them, their effort and their time.
To enable this feature in our your HRAs, go to: Customization > (HRA) Manage Customization > Consumer Information. On the lower left side of the screen look for: “Collect email on first page of questions?” Enable the feature sand click ‘Yes,’ “Save Changes” and “Publish.” That’s it.
In addition to the early email collection feature, the Raw Data report that includes partial data now also includes a variable called “is_complete” that allows for easy sorting of email addresses from people who didn’t complete the profiler.