Forma And Panel escalation is a component of the large Conditional Content framework that underpins your mortgage broker website and finance funnels. Basic conditional content features are introduced in an FAQ titled The Basics of Conditional Content and Interest Types, while advanced methods are addressed individually. One of the simplest conditional options to employ in your website early on in your marketing efforts is the forma and panel escalation features that presents a new form to a user if they've already subscribed to one particular form. This FAQ will introduce how the form and panel escalation feature is used.
You already know that a relevant escalation of commitment is the foundation of a funnel. Your funnel and website pathways should shape themselves around the known behaviours and borrowing objectives of your funnel participants, and part of this comes from showing content to a user that they're actually interested in seeing, or showing new content to a user when older integration-based content has 'expired'. There is no use showing a user a form when they've already downloaded or subscribed to an offer, so the form and panel escalation feature will show a new form in its place.
Creating Subscription Forms: An FAQ titled "How to Create a Website Form and Assign Automation" details how to create a form and assign relevant automation.
Creating Simple Panels: An FAQ titled "How to Create a Simple Panel" shows how to create a Simple Panel.
Integration with Landing Pages: It doesn't need to be said: every page on your website is a 'type' of landing page, and every page requires a conversion. A form or panel will exist on every page of your website. Forms on landing pages are a purpose form and will not escalate (they're a fixed resource), but if the form exists elsewhere on your website the escalation will apply. This landing page integration is an essential funnel feature.
Front Page Simple Panel: An FAQ titled "How to Change the Front Page Simple Panel" shows how o define the primary Simple Panel conversion form on the front page of your website. This form will apply escalation - so it cycles new form content when a user engages or downloads the offer - but it will also vertically escalate, meaning that new starting forms are shown based on the borrowing objective of the user. Since the borrowing objective can be forced, the first form the user is shown will be relevant. We will show known First Home Buyers a FHB form, an Investor an Investor offer, and so on. The primary purpose of the conditional module is orientated around showing content based on resolving borrowing objective (horizonal escalation), but the vertical escalation is applied to assets within a siloed or resolved borrowing objective. Sound confusing? The conditional features are introduced in other modules, and there's a number of discussion-based videos where we discuss how the features are used.
The funnel is designed to apply pressure on a user journey, and unlike your competitors, you're able to deliver the nested relevance that maintains engagement and has your funnel participants willingly return to your crafted funnel experience.
The Conditional Content components built into your website are significant, and many of the features are reserved for advanced users. Others, such as much of the front page conditional content blocks, and that of the form escalation, are easy to use and simply to apply.
Locating the Form Escalation Panels
The Conditional Content module is found by selecting the 'Funnel' icon within the website module. The icon is small... but the features that it exposes are significant.
Pictured: The Conditional Content module is found by selecting the 'Funnel' icon within the website module. The icon is small... but the features that it exposes are significant.
Selecting the menu option returns the options for form escalation and panel escalation (remember, a panel, or Simple Panel, is simply a side-by-side form.
Applying Form Escalation
The method of escalating the single-column forms and the Simple Panel are identical, so we'll look at escalating just the form.
You should first select your website, the first form that is shown in the sequence, and then drag and drop additional forms into the order in which they should be shown. Those forms that are part of the switch should have their toggle switch enabled.
Pictured: You should first select your website, the first form that is shown in the sequence, and then drag and drop additional forms into the order in which they should be shown. Those forms that are part of the switch should have their toggle switch enabled. When you 'Save' your profile the data is updated on your website immediately and the escalation will apply as defined.
When you 'Save' your profile the data is updated on your website immediately and the escalation will apply as defined.
The escalation features are incredibly powerful
■ ■ ■
Related Form FAQs
Your website includes the most comprehensive form system in the industry. Some of the form features are listed below.
In an FAQ titled "How to Create and Manage Website Simple Panels in Yabber" we looked at how to create Simple Panels, with the panel providing the side-by-side form and lead magnet (image or video). This FAQ will look at the various options to place the Simple Panels on your website.
Note:
A simple panel is simply a two-column form. On the left side we have a form, and on the right side we have an image or video. As you're aware, we espouse the every-page conversion methodology, and this requires a high-value and relevant lead magnet (or 'offer') on every single page of your website. Every… [ Learn More ]
Forma And Panel escalation is a component of the large Conditional Content framework that underpins your mortgage broker website and finance funnels. Basic conditional content features are introduced in an FAQ titled The Basics of Conditional Content and Interest Types, while advanced methods are addressed individually. One of the simplest conditional options to employ… [ Learn More ]
Your website forms made available in Yabber and on your website are one of the most important marketing assets in your toolkit. They're the conduit that connects your website to Yabber and triggers the applicable automation schedules, logs the lead or prospect, and provides you with relevant notifications. Integration is made with various CRM systems,… [ Learn More ]
Your website's Referral Form is a dedicated resource with its own features and automation schedule. Managed via Yabber and an Elementor block or shortcode, it may be applied anywhere on your website. It is expected that the form will be integral to your formalised referral, partner, and EDGE post-settlement/repricing programs. You will find the 'Referral… [ Learn More ]
Every page of your website requires either a form or simple panel - we know this. This FAQ will details how to assign your created forms and panels to various 'hooked' locations on your website, and how to create Custom Locations anywhere on your website with Elementor (or WordPress shortcode). Assigning forms to various locations… [ Learn More ]
A Simple Panel is a form and 'something' alongside it, such as an image or video. In this FAQ we will look at how to change the Simple Panel as shown on the front page of your website.
Conditional Content FAQs
The Conditional content module is significant. The FAQs listed below may exclude some of the basic conditional features, such as some of the Front Page conditional blocks.
The Conditional Content Blocks arguably the more effective method of rendering blocks of conditional content. The 'Blocks' module introduced similar functionality to what we're about to described, but if you're starting with Conditional Content, we'd suggest you use this module rather than Blocks simply because of the ease a single page may be assigned… [ Learn More ]
Conditional Content is one of the defining features of your website framework. Despite the fact the Conditional Content blocks are often avoided because of the perceived complexity, they seriously amplify the effectiveness of any organic or promoted funnel. We appreciate that many brokers just 'want a website', and that's find, but if and when the… [ Learn More ]
We generally advocate for brokers to position themselves in various ways by way of standalone websites that have a defined siloed audience and serve a very specific purpose. However, managing multiple websites can be problematic for a number of reasons, with duplicate content and time requirements probably topping the list. If managed correctly - and… [ Learn More ]
You want those marketing assets on the periphery to property represent your brand, but you also want them to be consistent with your trending website traffic or consumer sentiment. For example, with the introduction of a FHB or Investor incentive of some kind you will likely want your broader marketing footprint to reflect this, or… [ Learn More ]
You want those marketing assets on the periphery to property represent your brand, but you also want them to be consistent with your trending website traffic or consumer sentiment. For example, with the introduction of a FHB or Investor incentive of some kind you will likely want your broader marketing footprint to reflect this, or… [ Learn More ]
It's typical to change your social media banners of all types based on seasons, such as Christmas, Anzac Day, Easter or similar. A module in Yabber permits you to define start and stop dates for a specific banner, and that banner will automatically be applied (and later replaced with your 'default' banner). This FAQ shows… [ Learn More ]
Conditional Content is content that is delivered to a user based on resolved borrowing objective, occupation, campaign links, or interest. In the property field the Interest might be a particular type of property or a category of buyer. Supported by BeNet, the use of Conditional Content must be considered an advanced feature, although those… [ Learn More ]
Almost without question, BeNet is the single most sophisticated AI made available in the finance industry. For all intents and purposes, it has to be considered to be an extremely knowledgeable mortgage broker with an expert understanding of digital marketing, processes, systems, policies, property, finance, best practice, and your marketing efforts. BeNet is connected to… [ Learn More ]
In a previous FAQ we look at how to create and manage "Entry and Exit Intent Modals" for Your Entire Website or a Single Page. The system defined modals that will shown on your website after a defined number of seconds, or when the user indicates intent to leave the page. In this FAQ… [ Learn More ]
This FAQ will details how to use the standard Entry and Exit modals on your website. The Modal module is quite large and includes a number of options designed specifically for the finance industry, so what we're dealing with here is how to create and maintain the 'standard' entry and exit modal as it applies… [ Learn More ]
Resulting from various State-level Government incentives and fees, one of the areas that differs significantly from state-to-state is the purchase of a first home. The FHB Panel is one of the simplest conditional features of any type to use because it serves content that is resolved by State - not interest, which is the typical… [ Learn More ]
Conditional Content is content that is delivered to a user based on resolved borrowing objective, occupation, campaign links, or interest. Your website is a shape-shifting chameleon in that it delivers different content to different users in order to maintain higher levels of engagement and ultimately convert more clients. Conditional features are designed to amplify the… [ Learn More ]
Forma And Panel escalation is a component of the large Conditional Content framework that underpins your mortgage broker website and finance funnels. Basic conditional content features are introduced in an FAQ titled The Basics of Conditional Content and Interest Types, while advanced methods are addressed individually. One of the simplest conditional options to employ… [ Learn More ]
