Client: Public Trust
Agency: Ogilvy
Technology: Flash, Web Services, XML

LifePlan was a quick one minute test designed by Public Trust to help people plan for the future and understand what products Public Trust can offer to help. The questions are focussed on your life stage, assets and events. As you answer the questions in each section, your tree grows and represents the things that matter the most in your life.

Once the test is complete, it picks up to five products that fit your life stage and that you might be interested in. You are also offered a personalised brochure with these products and more information on each. This can be downloaded as a PDF, and by submitting the form you can be contacted by staff or make an appointment if you wish.

This project had a very high conversion ratio when the user completed the test. Almost all users followed through and got their personalised brochure, allowing staff to contact them and generate solid leads.

Role: I was responsible for two builds in this project – the frontend for the test and the brochure viewer. The test was very involved with the backend data. Each set of questions was served in via web services and given their corresponding weights. As the questions were answered I used the weights to display a ratio of leaves on the branches of that section. Before the results screen all the weights were passed out to the backend and the related products passed back to display.

Upon form submission a database entry was made and the brochure created. To display the brochure I customised a flipbook engine that ran on XML. The viewer displayed that specific person’s book, which consisted of the person’s name on the cover and the related product information that was customised for them.

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