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