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Episode 102 - Application Abandonment Done Right - Guest Taylor Malm
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FI GROW Solutions에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 FI GROW Solutions 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this new episode, Meredith Olmstead sits down with Taylor Malm, Senior Marketing Strategist at P1FCU, to uncover an unconventional yet highly effective approach to application abandonment campaigns. Using HubSpot and MeridianLink, Taylor shares how his team engineered a smart workaround that boosted loan and deposit completion rates significantly, without relying on traditional form captures.
Key Takeaways:
- Track with Purpose: Use custom event tracking between MeridianLink and HubSpot to capture key application behaviors in real-time.
- Strategic Timing Wins: Trigger email workflows about 8 hours post-abandonment for optimal re-engagement.
- Let the Data Talk: Focus on long-term tracking to measure impact—some campaigns need a 365-day view to show real ROI.
102 에피소드
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