Triggers help you to automate your portal. When you set up triggers in your account, you will save a lot of time because you will not have to perform any manual activities. With a trigger you can, for example, receive email notifications when an interesting lead visits your website. In this article we will show you how your setup triggers and what the different rules are of a trigger.
You can easily install a trigger in the portal under ‘Trigger’. When you click on it in the top menu you can immediately start with creating a new trigger. On the left side you will see existing triggers that you or a colleague already created.
Rules & Actions
Step 1: Give your trigger a unique name and select the right website you want the trigger to ‘go off’ on. When you have multiple trackers for different websites you will have to make sure that the correct website is selected for the trigger.
Step 2: Determine the rules your trigger has to meet. Every trigger has a set of rules. When a lead matches the rules you have set for the trigger it will ‘go off’ and an action will be executed. Under rules you have to determine the requirements your leads need to meet. It is possible to set multiple rules for 1 trigger, so that you can have even more specific actions performed for specific leads.
Step 3: Add an Action for the Trigger after you determines the rules. In this step you determine what should happen when a lead meets the rules you have setup in step 2. If you have not installed an integration you will only see ‘Assign Tag’ and ‘Send email’. If you do not know how tags work, this article will help further. Once you have connected Zapier you can automatically send leads to your CRM system.
Step 4: Make sure that the trigger is enabled. On the bottom of the page you can switch the toggle to enabled and save your trigger.
You can add different rules to a trigger. Most of the rules are easy to understand. Below a few of the most important rules are explained. Check out this article for the most used triggers.
URL of current session
With this rule the Trigger will go off when leads visit a certain URL in their current session. You can use this rule, for example, to attach the tag ‘Interesting’ to a lead when they visited tour Pricing page.
Referrer in current session
When you use this rule, your trigger will go off when a lead has certain referrer. You can use this rule to structure your inbox by assigning lead the tag ‘LinkedIn’ when they come to your website through LinkedIn. By doing so you will immediately which companies came from LinkedIn.
Duration on URL in current sessions
With this rule the trigger will go off when a lead spends a certain amount of time on a specific page of your website during their current session. This rule enable you to determine if the lead that visits a certain page is really interested.
Is your target group active in a certain type of branch? Make sure that you use the rule branch or SIC code. The trigger will go off when a Lead from a certain branch visits your page. You then assign the label ‘Interesting’ to the lead. By doing so you can filter on interesting companies when you create an export.