Personalized Messaging Based on Page Visit Follow

This flow automates personalized interactions with leads based on their behavior on a specific page, improving engagement and increasing the likelihood of conversions. It is designed to dynamically add leads to lists, send targeted messages, and track engagement via giving them a score.

Topics Covered

• Business Type
• Template Type
• Use Case
• Key Features of the Flow
• Steps Used in Creating the Flow
• Breakup of Items Used in the Flow
• Benefits

Business Type:

This flow is suitable for SaaS, e-commerce, and B2B businesses aiming to improve lead engagement and conversion rates through personalized communication.

Template Type

This flow is designed for marketing and sales teams who want to send personalized messages based on what pages leads visit on your site, helping you identify and nurture promising leads.

Use Case

Whenever a lead visits a specific page on your website (like a product or pricing page), this flow will sort them based on their interest to a list, send them personalized emails, update their engagement score, and schedule follow-up emails to keep nurturing the lead

Key Features of the Flow

• Dynamically add them to list: Automatically add leads to a list when they visit a page.
• Personalized Messaging: Sends targeted emails based on the page visited.
• Engagement Tracking: Dynamically updates lead scores based on interactions.
• Automated Follow-Ups: Ensures timely communication to nurture leads effectively.

Detailed Steps of the Flow

You can click here to learn how to create a new Smart Flow or access the Flow Templates.

• Trigger: Page Visited

  • Description: The flow is triggered when a lead visits a page (e.g., product or pricing page).
  • Practical Use Case: Tracks lead interest based on specific page engagement.

• Add Leads to Lists (Hot Leads): Add to List

  • Description: Use the Add to List action to group leads based on their visited page (e.g., "Interested in Product A" or "Interested in Pricing").
  • Practical Use Case: Automatically segments leads for more targeted communication.

-

• Send Personalized Emails: Send Flow Email

  • Description: Send a personalized email based on the lead’s page visit.
  • Practical Use Case: Increases engagement by delivering content aligned with the lead’s interests.

• Introduce a Wait Condition (1 Day): Wait

  • Description: Add a Wait action to pause the flow until a condition is met (e.g., a time delay or email response).
  • Practical Use Case: Ensures the email follow-up happens at the right time.

• Update Lead Score: Change Score

  • Description: Update the lead score based on their interactions.
  • Practical Use Case: Helps prioritize high-potential leads for follow-ups.

• Schedule Follow-Up Messages

  • Description: Sends follow-up emails to maintain engagement via the Send Flow email action.
  • Practical Use Case: Keeps the conversation going, increasing the chances of conversion.

• Introduce a Wait Condition (1 Day)

  • Description: Use the Wait condition to pause the flow until a condition is met (e.g., a time delay or email response).

• Add Leads to Lists (Cold Leads)

  • Description: Use the Add to List action to group leads who have not interacted.

• Exit the Flow: Exit Flow
  
  • Description: Ends the flow once all necessary steps are completed.
  • Practical Use Case: Ensures the lead is fully nurtured and ready for the next step.

Breakup of Items Used in the Flow

Trigger

• Action: The flow starts when a lead visits a specific page (e.g., product or pricing page).

Actions

• Wait (3): Pauses the flow for a set time or until a condition is met.
• Add to List (2): Adds leads to targeted lists based on their page visit behavior.
• Send Flow Email (2): Sends personalized follow-up emails based on the page visit.
• Change Score (2): Updates lead scores based on interactions.

Benefits

• Enhanced Engagement: Sends tailored messages based on the lead's interests, improving relevance.
• Higher Conversion Rates: Aligns communication with the lead's browsing behavior, boosting conversion chances.
• Actionable Insights: Lead scores help prioritize high-potential leads for follow-up.