Adding an outcome

An outcome can be added to the questionnaire flow. This outcome will be shown to leads after they have submitted the contact form or have finished the questionnaire. 

1.  To add an outcome, navigate to the Outcome tab on the top navigation bar.

click outcomes button.png

2.  Here, you will see two tabs for Default outcome and Custom Outcome. Default outcomes are outcomes that are shown for any answers that aren't configured. Default outcomes can also only be added once. Custom outcomes are outcomes that will only show if the lead selects a specific answer or combination of answers. You can add as many custom outcomes as you would like. 

default and custom outcomes.png

3.  To add a Default or Custom outcome, click on the specific tab that you want and then click the +Add Outcome button. 

click add outcome button.png

4.  You will see a dropdown list with 3 options - Product, Thank you and URL Redirect. 

outcome dropdown options.png

5.  When a Custom outcome is added to the questionnaire, you will see a line item appear in the list view titled 'Custom Outcome n'  with the number incremented for each custom outcome. You can click into the custom outcome to start editing it. 

edit custom outcome.png

6.  Thank You outcomes will show a thank you page to the lead. This is useful if you don't want to show an estimate or product/service or if you want to let the lead know that you will be in contact with them directly. 

click thank you custom outcome .png

7.  If added, you will be able to add a name for the outcome into the Outcome Name field. This will allow you to keep track of all the outcomes that have been created. 

thank you outcome page.png

8.  The Header Label field is the main title of the thank you page.

thank you header label.png

9.  The input of the Message field appears as the subtext under the main header text.

thank you header label.png

10.  You can also add in Call to Actions buttons to the thank you page so that leads can either book a call, email/call you or be redirected to a webpage. In the thank you outcome, 3 types of call to actions are available - URL, Email and Phone. In the Call to Action section, you will be able to select the type of action you want in the first dropdown box.

call to action dropdown.png

11.  The second text field will be the text shown on the button to leads. The default text can be changed to be more appropriate for your business.

call to action textbox.png

12.  In the final text box, enter the URL/email address/phone number. 

call to action final textbox.png

13.  The last step to make sure that leads can access the call to actions would be to toggle it on. This can be done by toggling the button next to each call to action to on. 

call to action toggle button.png

14.  URL Redirect outcomes allows you to redirect the lead to a different webpage after they have completed the questionnaire. This can be to your own website, a specific page on your website based on the answers they chose or even to a page where they can purchase the service. 

click URL redirect custom outcome.png

15.  If the URL redirect outcome is added, you will be able to add a name for the outcome into the Outcome Name field. This will allow you to keep track of all the outcomes that have been created. 

url redirect outcome name.png

16.  Next, in the URL Redirect field, you can enter the URL of the page you want to redirect leads to. 

Url redirect textbox.png

17.  Product outcome allows you to show a product or service to the lead after they have completed the questionnaire. To add a product outcome, you must first create a product

click product custom outcome .png

18.  If added, you will be able to add a name for the outcome into the Outcome Name field.  

product outcome name field.png

19.  Next you will be able to add an Outcome Title. This is the main header text that will show at the top of the products outcome page.  

product outcome title.png

20.  Underneath this, you will be able to add in the Recommended Products. These are the main products that you want to recommend to your leads. The input of the Recommend Title field shows as a small banner on the products added to the Recommended section so that leads can know that they are the brands recommended products.

product outcome recommended title.png

21.  Next, you can add in the products for the Recommended section by clicking the +Add Products button underneath the Recommended Title field. You will see a popup window with all the products that you have created.

product outcome add product.png

22.  To add a product to the section, click on the product you want to add in. The product will then be added to the view under the button. 

product outcome add product.png
product added to product outome.png

23.  You can delete the product from the outcomes by clicking the delete icon and confirming it. This will only remove the product from the outcomes but won't delete the product from your portal. 

delete product from product outcoem.png

24.  You can search for a specific product so that it's easier to add it by clicking on the search bar at the top of the products list. You can search by either product code or name. You can also add in multiple products to the recommended section. The order in which you add the products is also the order in which they will show to leads so be sure to add the products in the order that you want the leads to see them. 

product outcome using search bar.png

25.  The next section is the  Related Products section. These are extra products that can be added in to show different options to leads like addon services or other similar products. Similar to the Recommended Products section, you can add in a Related Title. This will show as a sub heading for the related products section and will help to separate the recommended and related sections.

product outcome related title .png

26.  Products can be added to the related section in the same manner as adding products to the Recommended section. 

product outcome add related porducts.png

27.  The final section in the Product outcome is the Call to Actions buttons to the product page. In the product outcome, 5 types of call to actions are available - URL, Email, Phone, View Details and Video. 

product outcome call to actions.png

28.  The View Details call to action is best used when you want to show additional information about a product. If the 'Additional Information' section of the product record has been populated, it can only be shown to leads if the View Details call to action is enabled. If View Details is selected and enabled, two additional call to actions will be available. 

product outcome view details page.png

29.  In the Call to Action section, you will be able to select the type of action you want in the first dropdown box. 

product outcome call to actions.png

30.  The second text field will be the text shown on the button to the leads. The default text can be changed to be more appropriate for your business.

product outcome call to action text box.png

31.  The In the final text box, enter the URL/email address/ phone number/ video URL

product outcome call to action last text box.png

32.  The last step to make sure that leads can access the call to actions would be to toggle it on. This can be done by toggling the button next to each call to action to on. 

product outcome call to action toggle bar.png

16.  configurations

link configurations to outcome.png

17.  configurations

click add condition on outcome.png

18.  configurations

logic configuration pick q and ans.png

Lorem ipsum dolo