When Roobrik Chat is integrated with my MoveN portal, what happens when a lead converts in a chat flow?
When does a lead get pushed into MoveN?
Roobrik will push all Sales Opt-ins into MoveN as soon as they complete the chat. This is the same time that we send the Lead Notification email.
For more information about how Roobrik defines a Sales Opt-in for Chat, check out this article.
What information gets pushed into MoveN?
Two types of records can be pushed into MoveN with each survey opt-in: an Inquirer and a Resident.
In MoveN, an Inquirer is the person taking the survey. A Resident is the future resident, but may also be the Inquirer if the person is a self-assessor.
Inquirer
An Inquirer is created in MoveN for the person taking the survey, whether that it is on behalf of someone else or a self-assessor.
Resident
If the person takes the survey for themselves, a self-assessor, they will also be pushed in as a Resident. When the survey is completed on behalf of someone else, the first name of the Resident will reflect their relationship to the Inquirer.
The following fields will be populated:
- First Name, Last Name, Email and Phone fields will be populated on the Inquiry record, whether that it is on behalf of someone else or a self-assessor.
- A value of "Roobrik" will be populated as the Referral Name
- The Relationship of the Inquirer to the Resident (when the survey is completed on behalf of someone else) will be populated with the first name of the Resident. A relationship will not be assigned in cases where the survey is completed by a self-assessor.
- The Roobrik Chat Information is found in the Inquiry Notes section. This contains the Roobrik Chat Inquiry Type, the Roobrik Chat URL, Contact Preference, and the Roobrik Chat Summary.
