Page View Trigger For Funnels/Websites

Page View Trigger For Funnels/Websites

Software Updates

April 28, 2024 ● 2 min read

Page View Trigger For Funnels/Websites
A small business owner running an online store can utilize the Page Visit Trigger feature to automatically increase the lead score of visitors who repeatedly view product pages, signaling heightened interest and prompting targeted marketing efforts.
Page View Trigger For Funnels/Websites: This feature enables businesses to trigger specific actions within the CRM based on visitors’ interactions with their website, empowering them to automate responses and engagement with potential leads effectively.

⭐️ Why Does It Matter To Your Business?

  • Targeted Engagement: Seamlessly prompt actions like sales calls or lead score adjustments are based on visitors’ page activities, enhancing personalized engagement and conversion potential.

  • Enhanced Workflow Customization: Gain granular control over workflow triggers by specifying pages or funnels to monitor, allowing for tailored responses to various interactions.

  • Streamlined Marketing Efforts: Automate tasks such as SMS notifications or email follow-ups in response to specific website page visits, optimizing marketing workflows and maximizing efficiency.

⭐️ How To Use Page View Trigger For Funnels/Websites

  1. Access the Automation tab from the left navigation menu and select Workflows from the upper navigation menu. Create a new workflow or edit an existing one.

  2. Now start from scratch or use a template from the library.

  3. Add the newly added trigger “Funnel/Website Page View.”

  4. Under the trigger settings, click on “Add Filters.”

  5. Select the filter as Funnel/Website.

  6. Now select the operator “Is”.

  7. And now select the required FunnelWebsite.

  8. Now click on “Add filters.”

  9. Select the required filter from the list.

  10. Select the required operator from the list as well.

  11. Now check the boxes for the required options.

  12. After everything is done, click on the Save trigger.

This feature empowers businesses to automate actions like responses and engagement based on visitors' website interactions, streamlining marketing efforts and enhancing lead nurturing within the CRM.

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