1:1 Email: Important Page Visit Follow-up


When’s a good time for your sales team or you to reach out to your deals? That’s the oldest question in sales. The right time to strike when the iron is hot and the deal has taken an action indicating interest and something you can talk to. For instance, visiting an important page on your site. It could be a specific offer page, a product page, or your pricing page, to name a few. With automation, you can take the guesswork out of it!

This automation sends a personal email from your connected email address once a contact visits an important page on your website, allowing for a conversation to naturally start.

Here’s how it works:

1. A deal triggers the automation when they enter the pipeline you specify in the trigger.
2. The deal reaches a wait step with a condition of “wat until contact has visited” and your specific page you select.
3. Once the deal has visited this page, the deal moves onto another wait step. In our example, this wait step is 12 hours, though feel free to adjust it to what makes sense for your business.
4. The deal then moves to a “Send one to one email” step that sends an email from your connected email address.
5. The automation ends.

Note: For the wait step waiting on a page visit, you can set either a specific page, multiple conditions for certain pages, or use an asterisk to set up a wildcard domain for a visit to any page within a certain area of your site.

Note: You can build a goal at the end of the automation for when the deal is marked won or lost, if you want to ensure the deal does not stay in the automation indefinitely if they never visit one of your specific pages.

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