Starting point
An inquiry that needs context.
Someone wants updates, but the team needs to know their interests and preferred contact channel. Marketing needs a name, email, topics of interest, and optionally a birthday for specific campaigns. Without those details, updates are generic and less useful.
WitAsk organizes the first exchange so the team can move forward with the information it needs, without asking for the same details across separate messages.
What to ask
Three groups of details to move forward.
Name and email address.
Topics and types of content they want.
Birthday, when relevant to special campaigns.
The workflow
From the first message to a request ready for review.
- Initial message
The person asks to join the updates list.
- Guided questions
WitAsk collects interests, content preferences, and an optional birthday.
- Contact list
Marketing receives a segmented contact ready for campaigns.
Resulting ticket
What the received information could look like.
- Name
- Ariel Peña
- ariel.p@mail.com
- Interests
- Offers and launches
- Preferred content
- Monthly newsletter
- Birthday
- May 14
- Next step
- Add to contact list
The fields and destination of the answer depend on the customer's configuration.
Adaptation
One use case can take different paths.
Replace general interests with catalog categories.
Add a coupon or discount when the subscription is confirmed.
Ask for company, job title, and industry instead of personal interests.
For marketing teams that need segmented audiences instead of generic contact lists.

