In this use case, we start the scheduling process from the context of a specific product or service category.
- Lots of banking companies diversify their offering on the homepage of their website in order to make it more convenient for their customers to have an overview of their products & services.
- At Pexip Engage, we can pre-filter the list of topics to the ones related to that category. We enable this through Lead Segments: a Lead Segment Code can be passed when triggering a scheduling flow. Consecutively, only those subjects allowed by this ‘filter’ will be available to be scheduled.
Summary
So with a straightforward parameter, an Engage customer can split his service or product offering, such that a customer can easily book a meeting without having to choose between subjects in various categories.