Download this must-have guide to start your marketing automation journey.

Blog
Progressive profiling, or the smart form
2 min read

Progressive profiling, or the smart form

Some Marketing Automation tools allow you to implement a “Progressive Profiling,” or progressive profiling feature on your forms. Pro… what?!

Marketing automation progressive profiling

Progressive profiling: what is it?

Progressive Profiling adds intelligence to the forms on your web pages.

Indeed, this enables the dynamic display of the form according to the data that is already stored in your Marketing Automation solution such as Automation, or data that has been stored by your salespeople in your CRM.
Imagine that your prospect has already filled in their company name, email address, and phone number via one of the forms on your website. It would be a real shame and quite stupid, the next time you have a chance to interact with them, to ask them for the same information over and over again!
The progressive profiling feature connects to your database (on your Webmecanik Marketing Automation software, for example) and, realizing that you already have the information, will automatically display other fields on your form to further qualify your contact.

Learn more about your prospects, progressively

In practice, the best way to make the most of this feature is to start with the fundamentals by first asking for first name, last name, company, and email address. On subsequent visits, you can take the opportunity to qualify the visitor more precisely. In this way, you will build a prospect and customer database that is increasingly qualified and precise!

What’s next?

All you have to do is launch Nurturing campaigns with your Marketing Automation software to nurture the relationship in a precise and segmented way with your prospects and your customers!

Continue exploring articles

Initiative zero carbon email

#ZeroCarbonEmail: Set an Expiration Date for Your Emails

Discover the email expiration date feature to ensure your communications don’t remain stored after they become obsolete.

An intelligent summary of your sales opportunities 🪄

Discover our new intelligent opportunity summary feature to get a clear recap of the actions to take in just a few seconds.

Feature

Speed up the creation of your emails and landing pages with AI 🪄

Write, improve, or translate your content in one click with AI built directly into your email and landing page editors.

Strategic guide: mastering Lead Nurturing for conversion

Lead Nurturing is not just a series of automated emails. It is the art of maintaining a relevant conversation with your prospects until they are ready to buy. This guide gives you the keys to structuring campaigns that turn interest into revenue. 1. The diagnostic phase: lay the foundations Before writing a single line, you […]

Folder Management: The Organization Your Team Has Been Waiting For! ✨

Emails on one side, campaigns on another, segments scattered everywhere… What if everything could be organized in one place? Introducing our new folder management feature.

Feature

How to track the performance of your marketing messages?

Introduction  You are already a well-established player in your market. Your target audience is clearly defined, your marketing channels are in place, and you may even have already audited your past actions. But one question remains essential: are your marketing messages really performing? Whether it is email, WhatsApp messages, SEA campaigns, social ads, or SMS, […]