Page View Trigger Funnels/Websites

Page View Trigger Funnels/Websites

April 27, 20241 min read

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.

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

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  3. Add the newly added trigger "Funnel/Website PageView”.

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

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  5. Select the filter as Funnel/Website.

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  6. Now Select the Operator “Is”.

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  7. And now select the required Funnel/Website.

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  8. Now click on “Add filters”.

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  9. Select the required filter from the list.

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

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  11. Now check the boxes for required options.

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  12. After everything is done click on Save trigger.

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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.

Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

Melodies Business Solutions

Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

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