Workflow Trigger - Funnel/Website Page View

Created by John Mamado, Modified on Tue, 10 Dec, 2024 at 11:29 AM by John Mamado

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.