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Interstitial Pages for Intent
Interstitial Pages for
Qualifying Intent:
Self-Segmentation Before OTTO Starts
Use an interstitial page to let contacts self-select their intent before the SMS conversation begins — routing “New Customer” to a lead qualification flow and “Existing Customer” to a service flow automatically, from a single QR code.
Self-segmentation interstitials are the difference between one generic OTTO flow and a platform that feels like it was built for each type of contact. The interstitial does the routing — OTTO does the qualifying — your team receives pre-segmented, higher-quality leads.
Common Self-Segmentation Use Cases
“New Quote” → full ITR qualification (service type, urgency, location)
“Existing Customer” → shorter flow (account lookup, service scheduling)
Different email alerts, different reps notified.
“New Case Inquiry” → full conversational intake (case type, incident date, injuries)
“Existing Client” → direct 1-to-1 routing to their assigned attorney’s number
“Buy / Finance” → sales qualification ITR
“Service Appointment” → service booking flow
“Parts Inquiry” → parts department routing
“New Patient” → full intake (insurance, symptoms, availability)
“Existing Patient” → appointment scheduling shortcut
“Billing Question” → billing department routing
Location selection on the interstitial — “Baltimore” vs “Annapolis” vs “DC” — routes each contact to the correct local collector with the local number assigned.
“Residential” vs “Commercial” — completely different qualification questions, different email routing, different reps. One QR on the truck wrap serves both audiences.
How It Works
Each button on the interstitial page connects to a different collector’s SmartLink. When the contact taps a button, the SMS app opens pre-filled with a keyword or message that identifies which path they selected. OTTO receives that keyword and runs the corresponding flow from that point forward.
“Existing Customer” path → pre-filled opt-in for the service collector
Setting Up an Intent-Routing Interstitial
Step 1 — Build a collector for each intent path
Each button on your interstitial needs its own collector. Build and fully configure each one — questions, final message, email notification — before creating the interstitial page. Two intents = two collectors. Three intents = three collectors.
Map your intent paths before building. Write out: what questions does each path ask? What email does each path alert? What final message does each path send? Getting clarity on the flow before touching the platform saves significant rebuild time.
Step 2 — Configure the interstitial with multiple CTAs
Button 2: “Existing Customer / Schedule Service” → links to service collector SmartLink
Interstitial Design for Intent Routing
“What brings you in today?” or “How can we help?” — a question headline is more natural than a statement and makes the buttons feel like answers, not commands.
Two is ideal. Three is acceptable. Four or more and contacts pause — the interstitial loses its one-tap momentum. If you have 4+ paths, consider a short ITR menu inside OTTO instead.
“Get a Free Quote” beats “New Customer.” “Schedule Service” beats “Existing Customer.” The button label should tell the contact what they get, not what they are.
Change the offer and CTA copy for seasonal campaigns without reprinting QR codes. “Spring HVAC Tune-Up” in April, “AC Service Special” in June — same QR, updated interstitial.
Reporting on Intent Paths
Because each intent path routes to a separate collector, your reports are already segmented. The new customer collector report shows new customer lead volume and conversion. The service collector report shows service request volume. Compare them over time to understand which intent path generates more volume — and optimize accordingly.
If you’re using location selection (Baltimore / Annapolis / DC), each location’s collector report shows per-location volume independently. No manual segmentation needed — the interstitial selection did the work at the entry point.
How interstitial self-segmentation fits into the broader entry point strategy — and why owned, attributed data from every tap beats anonymous web traffic.
Read the Insight →Once you know your intent paths, here’s how to choose the right collector type for each one — ITR, Custom Questions, or Conversational OTTO.
Read the KB Article →How automotive dealers use intent-routing interstitials on website buttons and service drive signage to qualify buyers and service customers simultaneously.
Read the Playbook →