Workflow Trigger - Funnel/Website Page View
TABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewThe Funnel/Website PageView trigger allows users to automate actions when a contact views a…
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 NameFunnel/Website PageViewTrigger DescriptionThis 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 DetailsField NameDescriptionMandatoryFunnel/WebsiteSpecifies which funnel or website to monitorYesPageDefines the specific page to monitor within the funnel/websiteNoUTM CampaignTracks visits associated with a specific UTM campaignNoUTM SourceTracks visits associated with a specific UTM sourceNoUTM MediumTracks visits associated with a specific UTM mediumNoUTM ContentTracks visits associated with a specific UTM contentNoPage PathSpecifies a specific page path for more refined trackingNoOperatorDescriptionIsThe value must exactly match the given inputIs any ofThe value can be one of the listed optionsIs none ofThe value should not be one of the listed optionsIs emptyThe field must be emptyIs not emptyThe field should not be emptyHow to ConfigureSelect 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 PageViewFunnel/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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