How to use PageView (Page Visited) trigger in Highlevel Workflows

•

saas4agency.com

In today’s competitive digital landscape, understanding and responding to user behavior is crucial for maximizing lead conversion. Highlevel’s Page Trigger is a powerful tool designed to help marketers track page visits and automate follow-up actions, ensuring that no potential lead falls through the cracks.

Try HighLevel FREE for 30-Days

What is Highlevel’s Page Trigger?

Highlevel’s Page Trigger is a feature that tracks if a lead has visited a specific page on your website or funnel. This allows you to build automated workflows that target these leads with personalized follow-up emails, SMS, or other actions. It’s a game-changer for nurturing leads and improving conversion rates.

How Does Highlevel’s Page Trigger Work?

Imagine you have a funnel link for booking a call. If a potential lead visits this page but does not book a call, you can use the Page Trigger to follow up with them. This follow-up could be a message asking if they have any questions or need assistance, thereby encouraging them to complete the booking.

To utilize the Page Trigger effectively, you need to have the lead’s data within the funnel. This means the lead must have filled out a form on an opt-in page. Once you have their information, you can track their visits to other pages within your funnel and respond accordingly.

Setting Up Highlevel’s Page Trigger

Here’s a step-by-step guide to setting up the Page Trigger in Highlevel:

  1. Navigate to Automations: Head over to the automations section in Highlevel and create a new workflow from scratch.
  2. Select the Trigger: In the trigger options, search for “Page” and select “Website Page View” under events.
  3. Apply Filters: Add filters to specify the funnel or website and the particular page or path you want to track. You can also target leads based on UTM parameters.
  4. Build the Workflow: After setting up the trigger, you can add actions and conditions to your workflow. For instance, add a wait time to give leads a moment to decide, and then check if they booked an appointment. If not, follow up with a personalized message.
Try HighLevel FREE for 30-Days

Use Cases for Highlevel’s Page Trigger

Lead Nurturing

One common use case is nurturing leads who visit a booking page but do not complete the action. By tracking this behavior, you can send follow-up messages to re-engage these leads and guide them towards booking a call.

Coaching Businesses

For coaching businesses with multiple plans listed on their homepage, the Page Trigger can track if visitors view these plans but do not subscribe. You can set up a workflow to follow up with these visitors, providing additional information or incentives to encourage them to subscribe.

E-commerce

In e-commerce, if a lead visits a product page but does not make a purchase, you can use the Page Trigger to send follow-up emails or offers, increasing the chances of conversion.

Customer Support

If a lead visits the contact page, you can initiate a proactive call, surprising and delighting them with your prompt response. This can significantly enhance customer experience and boost conversion rates.

Try HighLevel FREE for 30-Days

Example Workflow

Let’s walk through an example workflow for a lead nurturing scenario:

  1. Trigger Setup:
    • Event: Website Page View
    • Filters: Select the booking page URL
  2. Wait Time:
    • Add a wait time of 5 minutes to give the lead some time to decide.
  3. Condition Check:
    • If the lead has not booked an appointment after 5 minutes, send a follow-up message.
  4. Follow-Up Actions:
    • Send an email or SMS asking if they have any questions or need assistance.
  5. Convert the Lead:
    • If the lead responds or books the appointment, mark the workflow as complete. If not, continue nurturing with additional messages.

Conclusion

Highlevel’s Page Trigger is a versatile tool that can significantly enhance your marketing strategy by allowing you to track lead behavior and automate personalized follow-ups. Whether you’re running a coaching business, an e-commerce site, or a service-based business, the Page Trigger can help you increase your lead conversion rates and improve customer engagement.

•