Odoo CRM Integration
Integrate with Odoo CRM
Engaging with users at different stages of their journey is crucial to ensure they get the most out of your product or service. Whether you have a SaaS solution or any other offering, leveraging 7Targets AI Assistant can greatly enhance user engagement. We, at 7Targets, use this approach for our own customers and find it highly effective. Here’s how you can do it:
The first step is to identify the various stages of your user journey. These stages represent different milestones or interactions that users go through while using your product or service.
For instance, at 7Targets, we have the following stages:
|SignedUpAssistantNotCreated||Signed up and Assistant not yet created|
|AssistantCreated||User created Assistant successfully|
|LessThan10LeadsAdded||Less than 10 leads Added|
|LessThan25LeadsAdded||Less than 25 leads Added|
|LessThan100LeadsAdded||Less than 100 leads Added|
|MoreThan100LeadsAdded||More than 100 leads Added|
|TrialEndingIn2Days||Trial Ending in Two Days|
|LastDayOfTrial||Today is the Last Day of Trial|
|PlanActive||Your AI Sales Assistant Plan is Activated|
Once you have defined the user journey stages, then you can follow the details below to do it.
Now, you have two options for implementing user engagement based on the defined stages: manual and automated.
Both approaches are useful. And have different costs.
In the manual approach, you use lead tags and sequences in 7Targets to organize and engage users. Create a unique tag for each stage you defined earlier. For example, the “User signed up” stage can be represented by the “SignedUpAssistantNotCreated” tag.
In the automated approach, you can leverage APIs to seamlessly integrate with your system or software. Identify the user’s stage in your system and use POST or PUT REST API calls to trigger the appropriate sequence in 7Targets.
Engaging users at different stages of their journey is essential for driving adoption and satisfaction. By using 7Targets AI Assistant and following the manual or automated approach, you can effectively engage users and provide a personalized experience based on their progression through the user journey.
For further assistance or more details, don’t hesitate to contact our support team at email@example.com. We are here to help you make the most of your user engagement efforts.