WebEngage Dashboard Setup for Money Transfer Business
Budget: ₹10,000 – ₹15,000 INR
Project Brief: WebEngage Setup for Active Website and Analytics Dashboard
Objective: We are seeking a skilled WebEngage freelancer to assist in setting up and optimizing our WebEngage account for an active website.
Scope of Work:
Lifetime Funnel Setup: Implement a detailed seven-step funnel for our International Money Transfer Service.
The steps include:
1. Login: User logs into the platform.
2. US KYC: Completion of KYC for the sender (NRI in the US). This is a one-time setup.
3. Link Bank Account: Securely linking the sender's US bank account using Plaid. One-time setup.
4. Deposit Funds: Adding funds into the DollarPe wallet.
5. Initiate Transfer: The sender starts the money transfer process.
6. Indian KYC: Completing Indian KYC and adding bank details for the recipient in India. One-time process.
7. Transfer Completed: Successful completion of the transfer to the recipient’s bank account in India.
Ensure the funnel tracks user progression through each step, providing clear visibility into conversion rates and drop-off points.
Daily Funnel Changes: Configure dashboards to display daily variations in the funnel
Marketing Campaigns Tracking:
Track both daily and lifetime performance metrics for all active marketing campaigns.
Integrate this data with the funnel to assess the impact of marketing efforts on each step, enabling a clearer understanding of which campaigns drive conversions.
Cohort Analysis: Implement cohort analysis to monitor user engagement and retention over time, breaking down data by acquisition source
Deliverables:
A fully functional WebEngage dashboard tailored to the above specifications
Our website: https://dollarpe.com/
Objective: We are seeking a skilled WebEngage freelancer to assist in setting up and optimizing our WebEngage account for an active website.
Scope of Work:
Lifetime Funnel Setup: Implement a detailed seven-step funnel for our International Money Transfer Service.
The steps include:
1. Login: User logs into the platform.
2. US KYC: Completion of KYC for the sender (NRI in the US). This is a one-time setup.
3. Link Bank Account: Securely linking the sender's US bank account using Plaid. One-time setup.
4. Deposit Funds: Adding funds into the DollarPe wallet.
5. Initiate Transfer: The sender starts the money transfer process.
6. Indian KYC: Completing Indian KYC and adding bank details for the recipient in India. One-time process.
7. Transfer Completed: Successful completion of the transfer to the recipient’s bank account in India.
Ensure the funnel tracks user progression through each step, providing clear visibility into conversion rates and drop-off points.
Daily Funnel Changes: Configure dashboards to display daily variations in the funnel
Marketing Campaigns Tracking:
Track both daily and lifetime performance metrics for all active marketing campaigns.
Integrate this data with the funnel to assess the impact of marketing efforts on each step, enabling a clearer understanding of which campaigns drive conversions.
Cohort Analysis: Implement cohort analysis to monitor user engagement and retention over time, breaking down data by acquisition source
Deliverables:
A fully functional WebEngage dashboard tailored to the above specifications
Our website: https://dollarpe.com/