Introducing Page View Trigger

We’re excited to announce a feature our users have eagerly been asking for – the “Page View Trigger” for workflows. This new offering allows you to set up automation on your funnels and websites triggered by customer page visits. This means you can now enjoy even more personalized, effective customer interactions based on the specific pages your users visit.

Key Features and Benefits

Here are some enhancements this new feature brings:

  • Targeted and Timely Automation: Set up workflows to trigger based on customer page visits. You can now reach your customers at just the right time with automation that’s guided by their activity.
  • Enhanced Customer Engagement Tracking: Keep up with your customer engagement by tracking their page view history directly within the contact record.
  • Identify Most Engaged Users: Use visit summaries to identify the users who are most engaged with your business.

How to Use the Page View Trigger

Follow these simple steps:

  1. Navigate to the Workflow.
  2. Click on ‘Add Trigger’ and select ‘Funnel & Website Page View’ trigger under the events category.
  3. Select Funnel/Website.
  4. Select Page/Page URL (optional).
  5. Add UTM Parameters (optional).

Please note, the “Page Visited Trigger” will only activate if the visiting customer’s details exist within the webpage. This important feature ensures workflow automations are executed with accurate customer context and engagement data.

Image guide for Page View Trigger

Try out the new ‘Page View Trigger’ feature, and let us know what you think. For further updates about our product, keep an eye on our product updates section.

In case you missed it:

Check out our last post about our recent enhancements to the client portal.

SMBcrm logo with intertwined blue and green design.

Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.