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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!

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