Workflow Trigger: Page View

Workflow Trigger: Page View

July 30, 20242 min read

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:

  • Log in to your preferred workflow automation platform.

    Access Workflow Builder:

  • Click on the option to create a new 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.

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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