Abandoned Chat Follow-Up

Interacting with prospects via chatbot is a valuable opportunity to connect in real-time, answer questions, and point them in the right direction. However, the buyer has control over these conversations and can end them at any time. If a prospect abandons a conversation before providing their contact information or filling out a form, use the IP and company data filters to identify the visitor's company and enrich that data to identify the company's likely buying group. Then set up an automated email sequence to the group. By reaching out to other potential decision-makers, you can ensure that this is not a missed opportunity, but rather a starting point to engage with the right people.

<play> **PLAY NAME** Abandoned Chat Follow-Up --- **🔁 Triggers** - Identify visitors who engage with website chat but do not convert --- **⚡️ Actions** - Discover a set number of ZoomInfo contacts which meet your contact filters - Export - Send records to your business system (CRM, MAT, SEP, CSV) - Assign to a User - Then enroll in a Campaign (optional) --- **✅ Goal / Problem to Solve** 🗓 Lead to Meeting --- **➡️ Channels** ✉️ Email, 📞 Phone, 📢 Ads --- **✏️ Summary** Interacting with prospects via chatbot is a valuable opportunity to connect in real-time, answer questions, and point them in the right direction. However, the buyer has control over these conversations and can end them at any time. If a prospect abandons a conversation before providing their contact information or filling out a form, use the IP and company data filters to identify the visitor's company and enrich that data to identify the company's likely buying group. Then set up an automated email sequence to the group. By reaching out to other potential decision-makers, you can ensure that this is not a missed opportunity, but rather a starting point to engage with the right people. --- **✏️ Default Natural Language** When a company abandons a chat then discover **up to 20** ZoomInfo contacts which **select criteria** then export to **select system** as **record type** and **select campaign** and assign to **select user** --- **Explainer-Video-Script** Don’t miss out on abandoned chats on your website. How? Run the Abandoned chat follow-up play. Chatbots are great for having real-time conversations with prospects, but sometimes a prospect leaves the chat before providing their contact information. Don’t let this discourage you. Instead, enrich their IP information to get the buying committee at their company and enroll these contacts in a campaign. Now you’re making the most of any abandoned chats! --- **🏷Features)** Contact Discovery, Chatbot, ABM Audiences, Website Visitor IP Tracking --- **🏷️ZoomInfo Data Types)** Contact Data, Company Data, WebSights --- **📁 Sales Stage** Pre-Sales --- **🚦 Difficulty** 🟦 - Intermediate --- **🧪Standard Operating Procedure (SOP)** ## 1. Identify Abandoned Chat Interactions - Set up tracking for chat interactions on website - Define criteria for "abandoned" chats (e.g., no form fill, no contact info provided) ## 2. Configure ZoomInfo Contact Discovery - Establish contact filters (e.g., management level, department) - Set maximum number of contacts to discover (e.g., up to 20) ## 3. Enrich Company Data - Use IP information to identify the visitor's company - Leverage ZoomInfo to enrich company data ## 4. Automated Contact Discovery - Trigger ZoomInfo contact discovery based on enriched company data - Apply predefined contact filters to identify potential buying committee ## 5. Data Export and Integration - Configure export settings to chosen business system (CRM, MAT, SEP) - Set up data mapping for seamless integration ## 6. Lead Assignment - Define rules for automatic lead assignment to appropriate team members ## 7. Campaign Enrollment - Create targeted follow-up campaign in CRM/MAT/SEP - Set up automatic enrollment of discovered contacts into the campaign ## 8. Multi-Channel Outreach - Develop email templates for follow-up sequence - Configure additional outreach channels (phone, ads) as needed ## 9. Performance Tracking - Set up metrics to monitor engagement and conversion rates - Implement regular reporting on play effectiveness ## 10. Continuous Refinement - Regularly review and adjust contact discovery criteria - Optimize campaign messaging based on performance data --- **🪙 RAG Inputs Used (Broad)** Customer Insights, Account Data, Business Intelligence --- **🪙 Email tokens Used** Contact.FirstName, CompanyName, Product.Name, ProductFeature, Benefit, ProposedDate, Sender.Name, Sender.Title, Sender.Company, Sender.ContactDetails --- **🟨 Yield in $ Formula** Potential Yield = (MCV * IR * ER * CR / 10^6) * ADS * Months --- **🟨 Yield Key Drivers** Identification Rate (IR), Engagement Rate (ER), Conversion Rate (CR), Average Deal Size (ADS), Monthly Chat Volume (MCV) --- **🟨 Yield Driver Definitions** Identification Rate (IR) This measures the success rate in identifying the company or organization associated with an abandoned chat. Engagement Rate (ER) This reflects the success in engaging the identified company's buying group or relevant contacts. Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy. Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited. Monthly Chat Volume (MCV) This is the total number of chats initiated on the platform in a month. --- </play>