Workflow Trigger: Page View

The Page View trigger focuses on monitoring customer visits to specific web pages or URLs. When a page view event occurs, the trigger initiates a series of automated actions tailored to the customer's behavior, offering a seamless and personalized experience. In this article, we'll explore the step-by-step process of leveraging the Page View trigger to enhance your marketing efforts and drive meaningful engagement with your audience.

How to use the Page view trigger:

Navigate to Automation:

• Navigate to Automation > Workflows
  
  Access Workflow Builder:
• Click on the option to create a new workflow or edit your preferred workflow.

Add Trigger:

• Search for the "Page View" trigger under the events category.

Select Event:

• Choose "Funnel & Website Page view" as the trigger.

Setting Up Your Page View Trigger

Choose Funnel or Website:

• Select the specific funnel or website you want to track.

Specify Page or Page URL (Optional):

• Define the page or URL you wish to monitor for visits, for example: 

Add UTM Parameters (Optional):

•  Include UTM parameters to further refine your tracking criteria.

Saving the workflow:

• Press Save in the top right corner of your browser to save the workflow
• If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish
• Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch. 

NOTE: For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Exploring Use Cases

Lead Nurturing: Target leads who visit specific pages but haven't taken desired actions, such as booking a call or making a purchase.

E-commerce Optimization: Monitor product pages visited by customers to tailor follow-up communication and drive conversions.

Proactive Customer Support: Reach out to customers who visit your contact page in real-time to provide assistance or initiate communication.

Frequently Asked Questions (FAQs)

1. What is a Page View trigger and how does it work?

A Page View trigger is an automated mechanism used in workflow automation platforms to track when a user visits a specific web page or URL. Once a page view event occurs, the trigger can initiate a series of automated actions, such as sending emails, updating CRM records, or personalizing user experiences based on the page viewed. This allows for a more tailored interaction with users based on their behavior on your website.

2. How do I set up a Page View trigger in my workflow?

1. Navigate to Automation: Log in to your workflow automation platform.
2. Access Workflow Builder: Click on the option to create a new workflow.
3. Add Trigger: Search for and select the "Page View" trigger under the events category.
4. Select Event: Choose "Funnel & Website Page view" as the trigger.
5. Choose Funnel or Website: Select the specific funnel or website you want to monitor.
6. Specify Page or Page URL (Optional): Define the specific page or URL you wish to track.
7. Add UTM Parameters (Optional): Include UTM parameters to refine tracking criteria.
8. Save Workflow: Press Save and ensure the toggle switch is set to Publish if you want to activate it.
9. Test Workflow: Use the Test Workflow button to ensure it operates as expected.

3. Can I monitor multiple pages with a single Page View trigger?

Yes, you can monitor multiple pages by specifying multiple URLs or using wildcard characters if your platform supports them. This allows you to track a range of pages within the same funnel or website.

4. What are UTM parameters and how do they enhance tracking?

UTM parameters are tags added to the end of URLs to track the performance of online marketing campaigns. They help you identify the source, medium, and campaign of the traffic. By including UTM parameters in your Page View trigger setup, you can gain deeper insights into the effectiveness of different marketing efforts and refine your tracking criteria.

5. How do I test my Page View trigger workflow?

To test your workflow, use the "Test Workflow" button located next to the Publish toggle switch. This allows you to simulate the trigger and ensure that the automated actions are executed as expected. Make sure to review the test results to confirm that everything is functioning correctly.

6. What should I do if the Page View trigger doesn’t seem to be working?

If the trigger isn’t working as expected:

• Double-check that the trigger conditions and URLs are correctly specified.
• Ensure that the workflow is published and active.
• Verify that your tracking parameters and UTM tags are correctly set up.
• Consult the documentation or support resources of your workflow automation platform for troubleshooting steps.
• Test the workflow again to ensure that it functions properly after any adjustments.

7. How can the Page View trigger be used for lead nurturing?

By setting up a Page View trigger to monitor which pages leads visit, you can identify those who have shown interest but haven’t yet completed desired actions, such as making a purchase or scheduling a call. This allows you to send targeted follow-up emails or notifications to encourage these leads to take the next step in the conversion process.

8. What is the benefit of using Page View triggers for e-commerce optimization?

For e-commerce, Page View triggers help you track which product pages customers visit. This data can be used to personalize follow-up communications, such as sending product recommendations, special offers, or reminders, thereby increasing the likelihood of conversions and improving the overall shopping experience.