Messaging and integration - VettaFi

by Celero Playground

Enhanced Lead Intelligence

Don't leave rich rich engagement data on the table

Enhance Lead Qualification

Gain intent insights from leads' interaction with content

  • Reveal high intent leads during and after the live event
  • Prioritize leads based on their overall engagement with your resources
  • Qualify intent through deep engagement signals

Personalize Follow-Ups

Understand attendees' interests from real engagement signals

  • See which specific topics, products or services attendees are actually interested in
  • Tailor follow-up messages based on specific interests
  • Get signals from resources that are accessed after the live event

Boost Content Impact

Align your content with what most resonates with your audience

  • Understand content impact from reading patterns, search behavior
  • Identify most popular resources that resonate
  • Remove distracting content with low engagement

Lead and resource intelligence: Reveal hidden intent signals from attendee's engagement with your content during and after the event itself. Leverage reading patterns and search behaviors to improve lead conversion, personalize your follow-ups and boost the overall impact of your content.

Page 1

Top use cases

Intent

  • Prioritize leads by engagement score
  • Notify on highly engaged attendees during and post event
  • View engagement summary
  • How engaged are attendees

Followups

  • Top pages an attendee was interested in
  • Search topics
  • Popular pages user was not interested in
  • Interest (product, topic) Summary (AI based)

Content

  • Top read pages
  • Highly engaged areas
  • Unread pages
  • What products were attendees most interested in?
  • What are the people searching for?

Page 2

Attendee de-anonymization flow

1. Client Signup

  • VettaFi assigns the attendee a unique identifier associated with their contact details.

2. Resource Access

  • Microsite loads a VettaFi tag that has a cookie with the unique identifier, or can provide a Javascript API to get identifier (aka user_id)
  • Celero tracks data and associates it with the user_id
  • (Optional) Celero contacts 3rd user_id provider to validate that user is a "contact" - an identified individual.

3. Dashboards, Activity and notifications

  • All dashboards use user_id as the user identifier
  • Celero uses APIs to resolve user_id and get their details for any purpose such as name lookup, activity updates and real-time+periodic notificaitons.

Page 3