Celero for VettaFi

by Celero Playground

Maximize the value of your content

celero | VettaFi

Publishing PDFs as Microsites takes seconds

Publish webcast resources and Channel PDFs as smart microsites with 1 click.

Enrich leads with intent data and get insights to create better content.

Reveal Intent & Interest

Example of questions you could answer:

Who are my most engaged leads and contacts?
What products are they most interested in?
What was the most engaging pitchbook?
Which pages really resonated?
Do people search in my documents? What are they looking for?

Reveal Intent & Interest

Dashboard Metrics

Metric	Value
Users	1071
Visitors	876
Contacts	195
Engaged Users	663
Visits	1394

Engagement Actions

Action	Count
Scrolled through feed	74
Highlighted Text	50
Submitted a form	43
Downloaded the PDF	32
Submitted GDPR	23
Copied text	7
Searched inside microsite	6
Clicked on link	3
Refreshed feed	2
Shared the microsite (link)	2

Charts

by Date
by Country
by UTM
by Device

Notify Sales in Real-time

Get notified in real-time of highly engaged leads.

See the lead's top interest and get critical information so that you can follow up effectively.

Example Notification

Your Contact has just engaged

Why are you getting this? This contact doesn't have an owner in Salesforce and therefore is allocated to you based on the contact territory.

RECENT ENGAGEMENT

TOP INTERESTS: PRODUCT1 (100%), SOLUTION2 (76%), PRODUCT3 (9%)
VERY ENGAGED on desktop
From Zurich, Switzerland
Engaged with 3 Microsites on 5 different days
Submitted GDPR, Submitted a form · Product Presentation · Jun 05
Submitted a form, Downloaded the PDF, Viewed 75% of Microsite · Enterprise Suite Presentation · May 28
Submitted a form · Whitepaper · Apr 04
Submitted GDPR, Submitted a form, Highlighted Text, Clicked on link · Enterprise Suite Presentation · Jan 08

2. Reveal Intent & Interest

Automatically Deriving Actionable Intent & Interest From a Large Set of Data Points

EVENT COLLECTION

Microsite opens
Page views
Time on page
Click links between pages
Highlight, Copy, Search text
Real Time on page
Click web link
Video Play, Pause, Seek
Audio Play, Pause, Seek
Time on external links (dialog)
Form Submissions
Share, Print, Take Screenshot
PDF downloads
CTA clicked

Events are gathered as users browse through the Microsite. Events are recorded for each user, microsite, and page, in order to analyze and summarize the data in different ways.

ANALYSIS

Scroll Depth
Pages Read
Most seeked topics
Popularity and trending
Percentile analysis

Events are analyzed to understand patterns of behavior on different pages, among different users, and compared to various audience groups.

MEANING & UNDERSTANDING

Products & Topics by Pages
Products of engagement
Topics of engagement

Meaning is obtained through AI text analysis, which identifies the main topics and products on each page and summarizes each page to highlight its key point.

INTENT, INTEREST

Relative Engagement Score
Most interested in
Relevant Microsite and Pages

Intent and interest incorporate historical time decay and segment popularity making the scores relevant on a daily basis.

Every data point is given a weight and combined into a simple score and a list of prioritized keywords. Marketing and sales teams can use this information to take action. Recommendations are based on intent, interest, popularity, and marketing preferences.

Actionable data, easy to consume

KraneShares Success Story

Joseph Dube · Head of Marketing and Media at KraneShares · New York City Metropolitan Area

Impact

2x leads generating significant increase in AUM

Problem

Visitors spend a lot of time reviewing PDF presentations. However, that didn't generate new leads and didn't generate any data.

Solution

Anyone on the KraneShares team can now turn PDFs into microsites with lead generation forms that pop up based on client behavior. Leads and engagement data automatically flows into Salesforce.

Boost Content Impact with AI

Fully Automated, AI-Powered

Publish PDFs as microsites — It's fully automated and only takes seconds. Investors will notice a much faster experience, especially on mobile.
Reveal intent and interest — Intent and interest come from analyzing hundreds of data points. Gather detailed information on how investors engage with your assets to better understand them and improve your content.
Convert customers and leads — Convert more leads and make it easier for investors to show their interest by using popups on the assets themselves. You may choose to avoid using landing pages to streamline the journey and increase the number of leads.
Notify sales in real-time — Email the sales team immediately when an investor shows high engagement. The email should include the investor's intent and level of interest, helping the sales team take the best next step and prioritize effectively.

We integrate with all the tools you already use

Create in Anything

Google Drive, Adobe InDesign, Canva, Figma, Adobe Acrobat PDF, Microsoft Office

Connect to Anything

HubSpot, Salesforce, Adobe, Oracle Eloqua, WordPress, Webflow, Marketo, Mailchimp

Distribute Anywhere

Facebook, Snapchat, Twitter, Instagram, TikTok, WeChat, WhatsApp, LINE, KakaoTalk, Telegram, Slack, LinkedIn, Discord, Pinterest, Skype, Gmail, Outlook, Mailchimp, Airbnb, YouTube

Trusted & Compliant

Vetted by some of the largest organizations

Compliance: GDPR | California Privacy Rights Act of 2020

Trusted by: Generali, KraneShares, Cognyte, AudioCodes

Key Stats

Metric	Value
Users	500+
Visitors	110K+
Microsites created	1500+
Engaged Leads	18K+

2. Reveal Intent & Interest