Ask finance questions to determine what services to sell to each prospect.
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Quiz your website visitors and social media audiences about their finances.
This template helps you start a conversation with casual browsers. Find out personal finance information and use it personalize the way you speak to your customers.
Ask finance questions to determine what services to sell to each prospect.
Ready for your branding: add your logos, colours, upload your images, backgrounds gifs or even your own company fonts. Embed this template in your website.
Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.
Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. involve.me gives you a powerful toolbox of project settings.
Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with involve.me to your other apps and automate processes.
Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.
Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.
