Workflow Trigger - Funnel/Website Page View

Modified on: Wed, 18 Sep, 2024 at 4:08 AM

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 NameDescriptionMandatory
Funnel/WebsiteSpecifies which funnel or website to monitorYes
PageDefines the specific page to monitor within the funnel/websiteNo
UTM CampaignTracks visits associated with a specific UTM campaignNo
UTM SourceTracks visits associated with a specific UTM sourceNo
UTM MediumTracks visits associated with a specific UTM mediumNo
UTM ContentTracks visits associated with a specific UTM contentNo
Page PathSpecifies a specific page path for more refined trackingNo



OperatorDescription
IsThe value must exactly match the given input
Is any ofThe value can be one of the listed options
Is none ofThe value should not be one of the listed options
Is emptyThe field must be empty
Is not emptyThe 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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