SnapApp: 10 best practices for SnapApp



SnapApp is being retired. This product and all of its features will be shutting down on Aug. 1st 2022. For more information, check out Announcement: Retiring SnapApp.

Learn what the 10 best practices are when using SnapApp 


SnapApp helps marketers take the guesswork out of getting great leads. Whether youʼre just getting started or just need a refresher, there are a few rules of thumb to keep in mind.


Best practice 1: Ask qualifying questions


The greatest value from SnapApp is learning something about your prospects that you can only get by asking. Asking the right questions can help engage and convert a prospect into a lead, give them a more personalized journey, and improve lead quality.

While you have their attention, ask prospects something that will help you follow up with the right nurture stream, or send them to sales based on their intent.


Best practice 2: Save questions in question bank


There is no limit to how many questions you can ask, but in order for response data to be useful, consistency in how you ask is critical. Question bank gives you a single location to store and manage your questions. You can also organize them by categories, or set the order in which they should be displayed in apps that use progressive questions.


Best practice 3: Connect to a Marketing Automation tool


SnapApp integrates with most marketing automation platforms so you can make lead response data actionable. Connecting SnapApp to marketing automation ensures that lead data is passed immediately and seamlessly to your system of record, and you can use responses to segment and prioritize leads, add them to workflows and cadences, and create smart lists. 


Best practice 4: Keep design simple 


One personʼs delightful engaging experience is someone elseʼs confusing interruption. SnapApp has one mission: to help you know more about your leads. By keeping questions front and center, and designing to blend into your website and content, our apps remove barriers between you and the prospect, and the information exchange that can lead to a business relationship. Minimize distractions and make it easy to stay focused on the questions.


Best practice 5: Use apps wherever you get traffic


Your content is already working hard to attract and engage your audience. But it doesnʼt always give them a path to convert, or an obvious next step if theyʼre not yet ready to contact you. Instead of downloading a PDF and forgetting about it, your prospect can read through a PDF question app and then get a recommendation for more content when they finish. A question app embedded in a blog can lead the prospect to a product page or long-form content about a related topic. 


Best practice 6: Embed only one app per page


When we want a visitor to take action on a page, such as completing a form or clicking a CTA, we try not to have competing forms or CTAs present. Fewer choices increases likelihood of completion. SnapApps behave similarly—they contain lead forms and calls to action as well as questions—and should not be competing for attention with other apps or forms. If you want to lead your prospect to the next piece of content, use the CTA in your app.


Best practice 7: Make it easy for your prospects


The cardinal rule of good web design and user interaction is “Donʼt make me think!” The more time your prospect spends trying to read and understand your question or choose the most appropriate answer, the less the likelihood they will actually complete it. Keep questions and answer options simple, and limit how many questions you use per app.


Best practice 8: Provide a relevant CTA


If your prospect is unsure of the next step, the step they take might be leaving your website or landing page. Always include a call to action that points them to a related piece of content, or, if appropriate for the content they just viewed, to your contact or demo request page. 


Best practice 9: Track performance


Improving app performance starts with tracking. SnapApp has a built in analytics dashboard that displays important engagement and conversion data for each app, and for all your apps in aggregate. Use this data to make improvements and learn what works for your audience. To take your tracking to the next level, talk to your CSM about additional tracking options.


Best practice 10: Share data with sales


Lead response data is a powerful tool for improving campaign performance and effectiveness, because you can better segment your leads and only send them relevant messaging. The same insights are equally powerful when used by sales to tailor their talk track for each lead—and to identify which leads to call first.


Bonus best practices

  • If you're using our PDF or Express tool, set up lead alerts to notify anyone on your team when new leads arrive—and how they responded.
  • Create brand templates to speed up app creation.
  • Experiment: Our best practices are a great starting point, but try adding or subtracting questions, moving them around, changing where you put the lead form, etc. to see what has the greatest benefit for your conversion rates.
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