New Plan Request Started
Last updated
Last updated
This event happens each time an end-user initiates a request for a personal plan through a page or a custom case via your White Swan account.
For capturing new leads through your White Swan account, this is the best event to use, as it is the earliest event in the end-user experience.
Data Returned by this Event:
Field Label | Field Key | Field Type | Example Value | Description |
---|---|---|---|---|
Event Message
event_message
Text
John Doe just started a personal plan request for a Variable Universal Life Accumulation plan through one of your White Swan pages. View the request internally at https://app.whiteswan.io/partner_case/john-doe
A message providing an overview of the new plan request
Client Full Name
full_name
Text
John Doe
Full name of the client
Client First Name
first_name
Text
John
First name of the client
Client Last Name
last_name
Text
Doe
Last name of the client
Client Email
Text
Email address of the client
Client Phone Number
phone_number
Text
1234567890
Phone number of the client
Request Policy Type
policy_type
Text
Variable Universal Life
Type of policy requested
Request Main Goal
main_goal
Text
Accumulation
Main goal of the request
Request ID
request_id
Text
215708652x41096812345
Unique identifier for the request
Request Source Page
source_page
Text
Variable Universal Life Page
Page from which the request originated