Module 1: Best practices in converting an Inquiry to a Journey

Module 1: Best practices in converting an Inquiry to a Journey




SUMMARY KEYWORDS

inquiry, journey, automations, pathway, fill, convert, appointment, email, form, request, submit, psychology, video, tracker, track, call, mariah carey, receive, parent guardian, last name email

Summary

  • Converting inquiries into journeys through automation. 0:00
    • Mariah Carey submits inquiry through Psychology Today, and the therapist receives task to call her and send welcome email with appointment request form.
  • Tracking inquiries and conversions in a matching process. 1:29
    • Berit Elizabeth explains how the inquiry tracker and pathway track conversion rates.
  • Filling out appointment request forms for Mariah Carey inquiries. 2:47
    • Berit Elizabeth demonstrates how to fill out an appointment request form for Mariah Carey, highlighting the importance of using the same first name, last name, and email as the other information obtained over the phone.
    • Berit Elizabeth shows how to handle a duplicate inquiry scenario by not hitting "convert to journey" and instead following a specific process to avoid interrupting reporting.

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