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Accelerate lead generation campaigns

With BlueConic, you can increase customer acquisition by reaching more of the right audience and converting them with the right message.

Increasing the number of leads a company has provides additional opportunities for sales and new customers, as well as driving prospects further down the sales funnel.

Before you begin

Before you follow the lead generation steps below, you'll need to understand:

Collect data

  1. Identify the segment of customers you want to target for lead generation. Most likely, this segment includes profiles that are missing key information, such as email address, phone numbers, etc.
  2. If the segment doesn't exist yet, you need to determine if you have enough data to create it.
  3. If you need additional data to populate profiles in a segment, you may need to create a Listener or Connection in order to collect profile data for your segment.
  4. Create the segment by choosing a profile property to form the basis for the segmentation. In this example, we are using email address:
    How to create a customer segment in BlueConic for lead generation campaigns
  5. We don’t need specific information, so we will just create a segment that will include anyone for whom the 'Email address' profile property is empty. This creates a segment for anyone whose profile does not yet contain an email address.
    How to activate data for behavioral customer segments in the BlueConic customer data platform

Activate data

  1. Next, you need to target or activate the segment by using a Dialogue, which you can use to capture lead information.
  2. When creating the dialogue, you must identify the “Who” -- which is the segment to deliver this to.
  3. You should choose the segment you created above in Step 4.

    How to target behavioral customer segments for lead generation campaigns with BlueConic
  4. Use the Where tab of your dialogue to determine where you want the dialogue to appear. Do you want this only on your homepage, on your subpages, or on a specific page? Once you have determined the placement, you can choose the channel and specify the appropriate URL. In BlueConic, a channel refers to a unique website, email interaction, or mobile app.
    In the example shown here, we specify that the dialogue should appear only on “sportarticles” subpages.
    How to choose content channels for lead generation campaigns with BlueConic
  5. The What tab is where you create the Dialogue itself. You can use the rich text editor, HTML, CSS, and JavaScript to create a multitude of dialogue experiences.
    How to activate marketing data and customer segments with the BlueConic customer data platform
    How to activate custom content with the BlueConic CDP
  6. Click Load examples to see dialogue examples you can use to get started with personalization in BlueConic. You can create custom BlueConic dialogues based on the examples that appear when you click Load examples.
    How to find examples for personalized marketing content in the BlueConic customer data platform
  7. Once you have chosen the dialogue style, you can edit it to match your needs by editing the CSS or HTML.
  8. By default, the example will set the value of the form to the profile property email address when the form is submitted. You can change this depending on the values you are retrieving from the form and where you want them stored within BlueConic.
    How to use forms to collect customer content in BlueConic
  9. Now you have a lead capture dialogue that will set the email address profile property with the value your customers submit in the form.

Measure your success

There are several ways to measure the success of your lead capture campaign. Use BlueConic dashboards and insights, for example the Dialogues Table insight, to see results:

  1. Increase in leads (for example, the number of leads per month, quarter, year)
  2. Increase in lead capture conversion rate     
  3. Increase or improvement in segmentation by lead type
  4. Lowered CPA for defined target audiences

Learn more



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