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Visit our <a href="/privacy-policy/">privacy policy</a> to learn more about how we process your data and your rights as a data subject.</div></div><form class="mktoForm" data-formId="3876" data-formInstance="sub-popup"></form></div><div class="lc-subscription-ty-block lc-subscription-inner"><h4 class="lc-subscription-title text-center">Thanks for<br> signing up!</h4></div></div></div></div><div id="top-nav-backdrop"></div><div id="et-main-area"><div id="main-content"><div class="container"><div id="content-area" class="clearfix"><article id="post-122520" class="post-122520 use-case type-use-case status-publish format-standard hentry case-theme-product-discovery case-industry-finance case-channel-mobile-web case-channel-web case-pages-homepage case-efforts-medium case-experience-dynamic-content case-experience-notifications case-experience-overlays case-tags-affinity-based-personalization case-tags-customer-surveys no-related-templates"><div class="title-section"><div class="title-tagline"> <a class="use-cases_link desktop" href="https://www.dynamicyield.com/personalization-examples/">Personalization Examples</a> <a class="use-cases_link mobile" href="https://www.dynamicyield.com/personalization-examples/">Personalization Examples</a> <i class="fa fa-angle-right" aria-hidden="true"></i> <a class="case_theme_link product-discovery" href="https://www.dynamicyield.com/examples/theme/product-discovery/ ">Product Discovery</a></div><div class="title-wrapper"><h1 class="main_title">Surfacing self-segmentation surveys to gather intel from new visitors</h1></div></div><div class="entry-content"><div class="use_case_sidebar"><div class="tag_list"><div class="tag_item case_industry"><h4>Industry</h4> <a href="https://www.dynamicyield.com/examples/industry/finance/ "><span class="underlined">Finance</span></a></div><div class="tag_item case_channel"><h4>Channel</h4> <a href="https://www.dynamicyield.com/examples/channel/mobile-web/ "><span class="underlined">Mobile Web</span></a>, <a href="https://www.dynamicyield.com/examples/channel/web/ "><span class="underlined">Web</span></a></div><div class="tag_item case_pages"><h4>Impacted Pages</h4> <a href="https://www.dynamicyield.com/examples/impacted-pages/homepage/ "><span class="underlined">Homepage</span></a></div><div class="tag_item case_experience"><h4>Experience Type</h4> <a href="https://www.dynamicyield.com/examples/experience-type/dynamic-content/ "><span class="underlined">Dynamic Content</span></a>, <a href="https://www.dynamicyield.com/examples/experience-type/notifications/ "><span class="underlined">Notifications and Widgets</span></a>, <a href="https://www.dynamicyield.com/examples/experience-type/overlays/ "><span class="underlined">Overlays and Popups</span></a></div><div class="tag_item case_efforts"><h4>Implementation Effort</h4> <a href="https://www.dynamicyield.com/examples/effort/medium/ "><span class="underlined">Medium</span></a></div><div class="tag_item case_tags"><h4>Tags</h4> <a href="https://www.dynamicyield.com/examples/tag/affinity-based-personalization/ "><span class="underlined">Affinity-Based Personalization</span></a>, <a href="https://www.dynamicyield.com/examples/tag/customer-surveys/ "><span class="underlined">Self-Segmentation Surveys</span></a></div></div></div><div class="use_case_who_content"><div class="use_case_content"> <strong>Who: </strong><p>A large mortgage lending company company in Russia</p></div></div><div class="use_case_strategy_content"><div class="use_case_content"> <strong>Strategy: </strong><p>In order to deliver a hyper-personalized experience to new users almost immediately, the company served surveys for the site visitors, which asked them about their financial goals, retirement information, and more. The financial company then used the information gathered to create more relevant and impactful site experiences.</p></div></div><div class="use_case_image"><div class="use_case_image_wrap ATF"> <img src="https://www.dynamicyield.com/wp-content/uploads/2020/05/finance-cross-channel-engagement.png" alt="Surfacing self-segmentation surveys to gather intel from new visitors" width="700" height="490" class="desktop_image" loading="eager"> <img src="https://www.dynamicyield.com/wp-content/uploads/2020/05/finance-cross-channel-engagement-m.png" alt="Surfacing self-segmentation surveys to gather intel from new visitors" width="270" height="189" class="mobile_image" loading="eager"></div></div><div class="use_case_hypothesis_content"><div class="use_case_content"> <strong>Hypothesis: </strong><p>The more information an organization has about a visitor, the better a company is able to understand each customer’s preferences and behavior. This data is most powerful when brands utilize it to deliver relevant content to its users. For example, financial services can send emails to their top credit card spenders about a new, exclusive card. This service would not be relevant to a college student whose focus is on saving money. The issue, however, is that gathering this data takes time. Thus, delivering this level of personalization to new site visitors is impossible. A quick way to speed up the data gathering process is by presenting new users with a questionnaire, asking them about their preferences, lifestyles, and more.</p></div></div></div></article></div></div></div><div class="related_use_cases_wrap"><div class="container"><h2>More from our Inspiration Library</h2><div class="use-cases-grid-posts"><div class="use_cases_item_wrap"><div class="use_cases_item product-discovery"><div class="use_case_theme_link_logo"></div> <a class="use_case_theme_link" href="https://www.dynamicyield.com/examples/theme/product-discovery/">Product Discovery</a> <a href="https://www.dynamicyield.com/use-case/live-commerce-personalization/" class="use_case_item_link"><h4>Differentiate the live commerce experience with personalized recommendations</h4></a> <a href="https://www.dynamicyield.com/use-case/live-commerce-personalization/" class="button-arrow animlink">VIEW NOW</a></div></div><div class="use_cases_item_wrap"><div class="use_cases_item product-discovery"><div class="use_case_theme_link_logo"></div> <a class="use_case_theme_link" href="https://www.dynamicyield.com/examples/theme/product-discovery/">Product Discovery</a> <a href="https://www.dynamicyield.com/use-case/personalize-shipping-confirmation-emails/" class="use_case_item_link"><h4>Increase retention with personalized shipping confirmation emails</h4></a> <a href="https://www.dynamicyield.com/use-case/personalize-shipping-confirmation-emails/" class="button-arrow animlink">VIEW NOW</a></div></div><div class="use_cases_item_wrap"><div class="use_cases_item product-discovery"><div class="use_case_theme_link_logo"></div> <a class="use_case_theme_link" href="https://www.dynamicyield.com/examples/theme/product-discovery/">Product Discovery</a> <a href="https://www.dynamicyield.com/use-case/deep-learning-recommendations/" class="use_case_item_link"><h4>Recommend the next best product per user with deep learning</h4></a> <a href="https://www.dynamicyield.com/use-case/deep-learning-recommendations/" class="button-arrow animlink">VIEW NOW</a></div></div><div class="use_cases_item_wrap"><div class="use_cases_item product-discovery"><div class="use_case_theme_link_logo"></div> <a class="use_case_theme_link" href="https://www.dynamicyield.com/examples/theme/product-discovery/">Product Discovery</a> <a href="https://www.dynamicyield.com/use-case/offline-purchase-recommendations-in-email/" class="use_case_item_link"><h4>Email personalized recommendations to users who never purchased online</h4></a> <a href="https://www.dynamicyield.com/use-case/offline-purchase-recommendations-in-email/" class="button-arrow animlink">VIEW NOW</a></div></div></div><div class="all_use_cases_link_wrap"> <a href="https://www.dynamicyield.com/personalization-examples/" class="button-arrow animlink"> MORE PERSONALIZATION EXAMPLES</a></div></div></div><style type="text/css">@media only screen and (min-width: 768px) {
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} else {
for(var j = 0; j < form_key.length; j++) {
form_field = form[0].querySelector('input[type="hidden"][name="' + form_key[j] + '"]');
if(form_field) {
form_field.value = ls_value;
}
}
}
}
}
// IP Address
fetch('https://www.cloudflare.com/cdn-cgi/trace').then(function(result) {
result.text().then(function(values) {
values.split("\n").map(function(item) {
var pair = item.split('=');
if(['ip'].includes(pair[0])) {
form[0].querySelector('input[type="hidden"][name="IP__c"]').value = pair[1];
}
});
});
});
// GA ID and Referrer
var dy_utms_cookie = {};
document.cookie.split(';').forEach(function(el) {
var splitCookie = el.split('=');
var key = splitCookie[0].trim();
var value = splitCookie[1];
dy_utms_cookie[key] = value;
});
if(dy_utms_cookie["_ga"]) {
form[0].querySelector('input[type="hidden"][name="Visitor_ID__c"]').value = dy_utms_cookie["_ga"].substring(6);
}
if(dy_utms_cookie["personalize_referrer_string"]) {
form[0].querySelector('input[type="hidden"][name="Referral__c"]').value = dy_utms_cookie["personalize_referrer_string"].substring(6);
}
// ZoomInfo
if(localStorage.getItem('ZoomInfoData')) {
var zoominfo_data = JSON.parse(localStorage.getItem('ZoomInfoData'));
if(zoominfo_data) {
form[0].querySelector('input[type="hidden"][name="Alexa_Rank__c"]').value = zoominfo_data.alexaglobalrank;
form[0].querySelector('input[type="hidden"][name="Employees__c"]').value = zoominfo_data.employeesrange;
form[0].querySelector('input[type="hidden"][name="Company_Revenue_Range__c"]').value = zoominfo_data.estimatedannualrevenue;
}
}
// Also, dispatch a dataLayer event on success
_form.onSuccess(function(values, follow_up_url) {
window.dataLayer = window.dataLayer || [];
if([3739, 4802, 5094, 5110, 4946, 5076, 5116, 5171, 5172, 5173].includes(_form.getId())) {
window.dataLayer.push({
'event': 'demo_request_complete',
'eventCallback': function() {
if(follow_up_url) {
window.location.href = follow_up_url;
}
}
});
return false;
} else if([3876].includes(_form.getId())) {
window.dataLayer.push({
'event': 'newsletter_signup_complete',
'eventCallback': function() {
if(follow_up_url) {
window.location.href = follow_up_url;
}
}
});
return false;
}
});
});
}</script> <script>if(typeof(jQuery) !== 'undefined') {
$ = jQuery.noConflict();
}
function getUrlParameter(sParam) {
var sPageURL = decodeURIComponent(window.location.search.substring(1)),
sURLVariables = sPageURL.split('&'),
sParameterName,
i;
for (i = 0; i < sURLVariables.length; i++) {
sParameterName = sURLVariables[i].split('=');
if (sParameterName[0] === sParam) {
return sParameterName[1] === undefined ? true : sParameterName[1];
}
}
}
$(window).load(function(){
var videoID = getUrlParameter('video');
if(videoID !== undefined){
if($('#wistia-' + videoID + '-1').length){
var videoName = $('#wistia-' + videoID + '-1').parents('.tab-pane');
videoName = videoName[0].id
}
if($('a[href="#' + videoName +'"]').length){
$('a[href="#' + videoName +'"]').each(function(){
$(this).click();
});
}
addScript('https://fast.wistia.com/embed/medias/'+ videoID +'.jsonp');
addScript('https://fast.wistia.com/assets/external/E-v1.js');
$('body').append('<span class="wistia_embed wistia_async_'+videoID+' popover=true popoverContent=link dy-wistia-popup" style="display:inline"></span>');
window._wq = window._wq || [];
_wq.push({ id: videoID, onReady: function(video) {
var video = Wistia.api(videoID);
video.popover.show(); // open the popover
video.play(); // play the video
setTimeout(function(){video.unmute();}, 500);
}});
}
});</script> <style>#adBanner {
background-color: transparent;
height: 0;
width: 1px;
}</style><div id="wrapfabtest"><div id="adBanner"></div></div></body></html>