What are website triggers?
Increasing visitor engagement on your website is one of the well-known methods of improving your sales conversions. But how do you engage a visitor, or better yet– how do you engage the right visitors?
Salespanel's website triggers can help you engage with highly-qualified visitors at the right milestones throughout their customer journey.
You can create a segment that qualifies the visitors that show desirable behavior on your website, like viewing crucial product presentations or have desirable attributes like an upcoming, mid-sized company located within your operations area. Once a visitor is qualified for this segment, you can trigger specialized HTML snippets on your website and engage the visitor while they are on your website right then. These snippets could be anything– showing a popup for an upcoming webinar customizing the greeting in your Intercom chat, or even re-target the visitor for specific ads! These possibilities are endless.
The best part of the website triggers is that you don't have to ask your tech team to deploy anything new or additional. The Salespanel website SDK you have installed does this out of the box.
With website triggers, everything is happening in real-time. Salespanel tracks your visitors in real-time as they progress through your funnel, and as soon as a visitor is qualified for your ICP segment, the website trigger is activated in real-time.
How can I create website triggers?
Website triggers are a part of segment triggers. Segment triggers include email and browser notifications and other automation tasks activated as soon as a visitor qualifies for a segment.
Learn more: Segments
Once you have created your segment, head to the segment triggers page and open the Website triggers section.
Let’s go through the settings in detail. Salespanel provides you the following settings for website triggers:
Script snippet input
Insert a valid HTML code in the input field for the script snippet. As soon as a visitor is qualified for this segment, Salespanel will send this code as-is to your website in real-time and execute it.
You can also include Javascript code with your HTML code. This will allow you to perform various operations like insert new HTML elements, add style properties to it, edit these newly-added or existing elements.
You can access the visitor data that Salespanel found using the $SP_visitor_data variable and add another layer of customization on what you want to trigger.
How often to trigger the script snippet
This is used to determine how many times the custom HTML code will be inserted into your website.
- Trigger Once - Your custom HTML code will be inserted only once for each qualified visitor.
- Trigger Always - Once a visitor qualifies for your segment, the custom HTML will be inserted into your website on each page the visitor visits.
Tracking website triggers activated for which visitors.
As soon as the website trigger is sent to the visitor's browser, Salespanel's website SDK will detect if that trigger is executed or not. You can see on your segment dashboard which of your qualified visitors have seen your code snippet's content successfully.
An example
For example, let's retarget a qualified visitor for Facebook ads with segment triggers. You will be able to create a highly-targeted audience on Facebook.
There are two ways to retarget visitors - pixel-based (for anonymous visitors) and list-based (for known leads). With Salespanel website triggers, you can retarget both types of visitors from the same place. Learn more about retargeting here.
Pixel-based retargeting
- Before we begin, make sure that the base code for Facebook Pixel is installed on your website. Once it is installed, open a new incognito window and go to your website.
- Let's create a custom event using which you will make your custom audience for retargeting. Open the developer console and type in this command:
“fbq('trackCustom', 'SalespanelQualified');”
This will create a custom event in the Event Manager of your Ads Manager Dashboard as a Data Source. - In the Audience section and create a Custom Audience. Use “Website” as the source, and the “SalespanelQualified” as a rule:
- Now that your custom audience is created, head on to the segment trigger settings page on Salespanel and open the Website Triggers section.
- Select "Trigger Once" as the trigger frequency.
- In the Add your script snippet here input field, enter the following code:
<script type="text/javascript">
fbq('trackCustom', 'SalespanelQualified');
</script>
That’s it! Every time a visitor gets qualified for this segment, this HTML code will be inserted into the webpage and executed, adding the visitor to the custom audience we created earlier.
List-based retargeting
You can add a user's email address to your custom Facebook audience by connecting the Salespanel Zapier trigger with the Facebook Custom Audience action.
- Go to Zapier, click on "Create a Zap."
- Select the Salespanel application. For the trigger event, choose “Lead Qualified for a Segment”:
- You will be asked to add the API token and select a segment next. Follow the on-screen instructions to complete the trigger section.
- Now in the Actions, select “Facebook Custom Audiences,” and in the event, select “Add email to the custom audience”:
- Follow the on-screen instructions and complete the action section as well.
- That's it! Now, if a lead qualifies for a segment, their email will be automatically added to your custom audience on Facebook.
Next steps
Website triggers are excellent means of engaging with your customers, as it’s not always possible to be available round-the-clock when a potential buyer is on your website. Set up a qualifying segment, configure its website trigger settings, and let Salespanel handle every qualified visitor's engagement.
Further Reading: Overview of Triggers for Salespanel Segments