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Switch Merge // Technical Brief

Technical Details

1. General Details: *This question is required.

Company Name:
First Name:
Last Name:
Email Address:
Phone Number:

2. What is your CRM platform and license version?

3. What is your marketing automation platform (MAP) and license version (if applicable)?

4. What tool(s) will you use to send your emails?

5. What fields do you wish to include in the personalization of your video? First Name, Last Name, Title, Company, etc.

6. How would you describe the quality of your data?

7. How was your recipient list generated? Have these recipients received email from you before and what is your average open rate?

8. Would you like us to design a landing page for you?

9. Preferred Method of Contact:

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