What is the name of your customer? How will you be collecting and using this data? Will you collect your customer's full name?
Where does your customer live? What zip code and state or country? Will you be using this information for geolocated marketing campaigns?
Is age a factor when it comes to your marketing campaigns?
Does income matter when it comes to the type of consumers you are attempting to reach? Will you be targeting a specific group based on their income level with a lead generation form?
Hobbies and interests
Do the hobbies and interests of your prospective customers matter? If so, which areas of interest are you targeting for lead generation purposes? Why do the interests of website visitors matter to you and what connection do they have with the form fields and lead generation tactics you intend to implement?
Purpose or objective
What is the purpose of collecting the user data you are interested in? Why are you collecting the data and where is the data to be stored? What purpose or objective do you have with the data you intend to collect? Will you be generating sales, or simply using the information for future newsletters, marketing campaigns, and social media promotions?
Use of data
Where will you be using or applying the data you collect? How do you intend to inform customers and/or users of your website that you intend to use their data in a specific manner? Where will this information be available to the public and to any consumer before it is collected?
Regulations and guidelines
Do you need to abide by any particular regulations and/or guidelines that are currently in effect where you reside or in the country in which your business exists? How do you intend to ensure you abide by these regulations and laws at all times with regard to the privacy of the individual and consumer rights?
Determine the data to collect in each stage
Before getting started with progressive profiling, you will need to determine the type of data you will be collecting in each stage of your marketing funnel(s).
Your funnel will be developed based on the customer lifecycle you have created and/or projected. Data that you can collect from a customer might include the following:
- Email Address
- Phone Number (Mobile and/or Office)
- Website URL
- Social media accounts
- Social media account integrations and connections (such as connecting to Google and/or Facebook)
- Profile information (when connected with social media)
To determine what data you intend to collect, consider the short and long-term marketing campaigns you have in mind. What data is useful for the funnel you intend to create for your buyer's journey with your brand?
Create progressive profiling forms
One of the best ways to get started with progressive profiling is to create a lead generation form strategy with the use of traditional form fields.
Progressive profiling with traditional form fields is often best and provides you with the ability to inquire about the data that is collected, used, and shared with consumers and within your future marketing campaigns. Lead generation forms are useful for newsletters, subscription boxes, quizzes, surveys, and even customer satisfaction forms for businesses.
Integrate your forms with your CRM
The right CRM, or Customer Relationship Management solution, can make all of the difference when it comes to your progressive profile techniques and marketing strategy. The right CRM strategy can also provide you with in-depth analytics regarding your customers' wants and needs when it comes to your own business and brand.
Integrating your progressive form fields into your website with the use of your preferred CRM, such as Mailchimp, is optimal. With a CRM, manage your profiling form strategy in one centralized location.
Using a CRM, manage all of your form fields, make edits and updates, and incorporate a variety of marketing automation tools and data-collecting solutions with your next lead generation campaign attempt.
Analyze and optimize your lead generation forms for maximum results
With the use of a CRM such as Mailchimp, easily and effectively analyze and optimize your forms for maximum results.
By using a fully-integrated system such as Mailchimp, you can eliminate tedious work and tasks while ensuring your digital forms are aligned with current online regulations with regard to user protection, data collection, and the privacy of the individual.
Simplifying your lead generation tactics does not require a massive investment or brand-new software.
In fact, with the use of a marketing automation platform, you can easily develop a range of forms, emails, and other solutions that can be used to properly collect consumer data. With the right setup, optimize your forms and email marketing campaigns to ensure the highest ROI in any market or industry today.