Workflow Trigger - Funnel/Website Page View
TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The Funnel/Website PageView trigger allows users to…
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TABLE OF CONTENTS
Overview
The Funnel/Website PageView trigger allows users to automate actions when a contact views a specific page on a funnel or website. By tracking these page views, you can trigger various automations based on page-specific behavior, such as sending a follow-up email or tagging a contact based on their interaction with your content.
Trigger Name
Funnel/Website PageView
Trigger Description
This trigger activates when a contact visits a specified funnel or website page. It helps to automate actions based on which pages your leads or customers are visiting, allowing for personalized follow-up or specific actions to be executed.
Trigger Details
| Field Name | Description | Mandatory |
| Funnel/Website | Specifies which funnel or website to monitor | Yes |
| Page | Defines the specific page to monitor within the funnel/website | No |
| UTM Campaign | Tracks visits associated with a specific UTM campaign | No |
| UTM Source | Tracks visits associated with a specific UTM source | No |
| UTM Medium | Tracks visits associated with a specific UTM medium | No |
| UTM Content | Tracks visits associated with a specific UTM content | No |
| Page Path | Specifies a specific page path for more refined tracking | No |
| Operator | Description |
| Is | The value must exactly match the given input |
| Is any of | The value can be one of the listed options |
| Is none of | The value should not be one of the listed options |
| Is empty | The field must be empty |
| Is not empty | The field should not be empty |
How to Configure
Select Trigger: Start by choosing the Funnel/Website PageView trigger from the list of available triggers in the workflow builder.
Assign a Name: Set a meaningful name for the trigger such as "Funnel Page Visit - Checkout."
Filters:
- Funnel/Website: Select the specific funnel or website you want to monitor.
- Page: Optionally, specify the exact page you want to track.
- UTM Parameters: Set filters like UTM Campaign, Source, or Medium to refine the page view conditions.
Add Multiple Filters: You can add additional filters to monitor specific pages, paths, or UTM campaigns as needed by clicking on Add filters.
Example
Scenario: You want to track when visitors reach the “Checkout” page of your funnel and then send them a follow-up email if they abandon their cart.
- Trigger: Funnel/Website PageView
- Funnel/Website: Funnel Name (e.g., Bookkeeper Funnel)
- Page: Is equal to “Checkout”
- Action: Send a follow-up email offering assistance after a specific amount of time if no purchase is completed.
This setup allows you to re-engage customers who might have dropped off at the final stage of purchasing.
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