With the Survey Retargeting Widget, you can automatically deliver personalized offers that customers & members value
Book a demoCreate unlimited surveys
Find out what people and businesses need. Choose from multiple-choice, list, and open-ended answer formats.
Visualize the results
See survey answers in colorful graphics, and easily create audience segments for follow-up communications.
Notify your staff
Trigger email messages to alert personal bankers and other team members about customer and members needs.
Deliver personalized offers
Use survey data to automatically retarget people and businesses. Deliver education and personalized offers they value.
Get more responses
Automatically retarget customers and members who haven’t completed the survey within a defined period.
Update your systems
Use webhooks to update your database and other systems with the survey data. Give frontline staff the visibility they need.
With the Digital Onboarding platform’s Survey Retargeting Widget, you can discover what customers and members need and automatically deliver personalized offers that they value
Download file