Level 2

Question

Trigger Campaign Using Website Visits

Forum|Forum|1 year ago
September 19, 2024
3 replies
2932 views

Hi everyone!

I am working on a trigger campaign that sends out an email after contacts visit certain website pages.

I know for a simple flow, I would use the "visits web page" trigger

-If contacts visit X page(s), within 1 hour they will receive email 1

My question concerns future-proofing this trigger campaign to account for contacts who visit the same web page(s) at a later date. I wouldn't want to send them the same email they received previously. I plan on creating two additional emails for contacts who repeatedly return to these web pages, but I'm wondering what the cleanest way to trigger these additional sends is.

Here is a screenshots of what I'm thinking:

Any insight is welcome, thanks!

Marketo

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Michael_Florin-2

Level 10

I know for a simple flow, I would use the "visits web page" trigger
-If contacts visit X page(s) within 1 hour, they will receive email 1

I doubt that you can actually do that. How exactly would that trigger look?

No, I believe this is not possible. Neither you can - at least easily - formulate a filter/trigger that says "person has visited x pages" - as in x different ones -, nor can you limited these visits to only count if they happen in an 1 hour timeframe. And if it takes longer than one hour, Marketo is supposed to no longer count the first one.

D

ddkennedyAuthor

Level 2

Regarding the timeframe, I was just noting that I would use the "wait" step before sending the email. You can see the flow in the screenshot I added in the original post.

And here is a screenshot of how I planned on monitoring web site visits:

uditmathur

Community Advisor

Hi @ddkennedy ,

Can you explain on how are you planning to recognize the leads visiting your webpages. You want to send an email to your visitors but if you do not know that visitor how are you planning to send the email to anonymous leads or new visitors.

I will suggest you to make sure that all new leads visiting your webpages are made known first & then set the trigger based on their activity.

Hope this helps.

D

ddkennedyAuthor

Level 2

We have separate campaigns that encourage filling out forms. Once they convert on the site, I have their information to track their website activity.

Since my original post, I've been working through using lead scoring to control when they receive emails based on web activity.

Still working through it so open to any insight!

uditmathur

Community Advisor

Hi @ddkennedy ,

Currently in Marketo you can only restrict lead on how often they qualify & not on number of times they qualify.

You can set the Qualification rule to "ONLY ONCE" so that leads can qualify for the email campaign only once & not on regular visit to the page.

For the subsequent visits to can add them to a new program & use the filter Member of the program & send additional emails.

R

ReetuDe

Level 2

Hi @ddkennedy

You can manage this by creating custom fields in Marketo.

First Visit:

When a contact visits the webpage, send Email 1.

To ensure Email 1 hasn't been sent before, add a filter such as 'Not Was Sent Email = Email 1.'

After sending Email 1, update a custom field (e.g., Email_1 = True) to track it.

Second Visit:

If the contact revisits the webpage, add a condition to check if Email_1 = True, confirming they've already received Email 1.

Send Email 2.

After sending Email 2, update another custom field (e.g., Email_2 = True).

Note: This process works well when you have a limited number of emails to send.

D

ddkennedyAuthor

Level 2

Thanks for this idea!

What do you think about this logic?

Contacts may run through program multiple times but I used conditions if they have received email 1 and email 2 then they would get skipped.

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