In our ever-evolving digital landscape, understanding and responding to your customers’ online behaviors is the key to delivering personalized experiences and maximizing engagement. In this blog post, we are introducing a new feature inside of Agent CRM – the Page Visited Trigger feature.
Imagine having the ability to seamlessly integrate your website interactions with your CRM automations. This new feature empowers you to do just that, allowing you to trigger automated workflows based on your customers’ page visits. This capability enables you to tailor your approach, anticipate needs, and enhance overall customer satisfaction.
This article is your comprehensive guide to unlocking the full potential of the Page Visited Trigger feature. We’ll walk you through each step, providing insights on how to harness this tool effectively. Whether you’re a seasoned Agent CRM user or brand new to our community, this feature will help you right away.
So, how can this feature benefit your business? Picture this: a potential customer explores your product pages, expressing interest in a specific line of products. With the Page Visited Trigger, you can automatically initiate a tailored follow-up email or offer, ensuring that the user receives relevant information at the right moment. This not only streamlines your communication process but also significantly boosts the chances of conversion.
Additionally, for service-based industries like insurance, tracking customer engagement becomes even more critical. Suppose a client visits a support page multiple times without finding a solution. In such cases, the Page Visited Trigger can alert your support team to proactively reach out, providing assistance and resolving issues promptly. This proactive approach not only delights customers but also strengthens your brand reputation.
The possibilities are vast, and we’re here to guide you through the steps to use this new feature to its fullest potential. Let’s dive in!
Steps to create Page View trigger in workflows
The following steps can be followed to create funnels/website
Step 1: Navigate to the Workflow
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Open the Automation tab and create a new workflow
Step 2: Add Trigger: Funnel/Website PageView trigger
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Choose the workflow trigger funnel/website pageview.
Note that this trigger works when a contact has viewed a funnel/website
Step 3: Add Filters
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Select the funnel/website on which you want to trigger pageview.
Step 4: Add Specific Page/Page path :
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You can trigger the pageview on some specific pages instead of the whole funnel/website.
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You can trigger the pageview on some specific page URL as well.
Step 5: Add UTM parameters
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You can also specify specific UTM parameters for campaigns.
Frequently Asked Questions (FAQs)
Q: Can multiple websites or funnels be tracked simultaneously with this feature?
A: Yes, users can select and track page visits across multiple websites or funnels, facilitating comprehensive engagement tracking.
Q: Is it possible to trigger workflows based on visits to specific pages or page URLs?
A: Absolutely, users have the flexibility to specify particular pages or page URLs to trigger automation, allowing for more granular control over engagement processes.
Q: Can UTM parameters be incorporated into the Page View Trigger?
A: Yes, users can include UTM parameters to further refine trigger conditions, facilitating targeted automation based on specific marketing campaign attributes.
Learn More About Agent CRM:
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- Empower Your Brand with Agent CRM’s Personal Funnel Hub
- “An outstanding Experience with Alyssa from Agent-CRM Support!” – Bart Uguccioni
- Revolutionize Your Insurance Sales with AI: A Conversation with Alex Branning and Cody Askins
- Staying Compliant in a Changing Landscape: Your Ultimate FCC Regulations Handbook for Insurance Agents (DNC Lists, Liability, and More)