Sales Engagement Threading: Site Tracking Follow-up

A prospect or deal visiting your site is one of the biggest indicators of interest and one of the best times to reach out while your business is on the top of their mind. With our new sales engagement threading feature, it’s easier than ever to ensure you create a site visit follow-up flow without clogging up your contact’s inbox. And at any time, if the contact responds directly, they’ll leave the automation and be talking directly to their deal owner on your team.

This automation sends out a series of 1:1 emails to your leads who visit a specific part of your site. Because they’re all in the same thread, the emails will just be sent as responses to each other. Before importing, set up your site tracking.

Here’s how Sales Engagement Threading: Site Tracking Follow-up works:

1. This automation is triggered when a contact visits your specific site pages.
2. They are then sent the first email in your series.
3. They’ll wait for five days at a wait step before moving on.
4. The contact will arrive at an If/Else action, checking if they have responded to the previous email. If they have, they’ll exit the automation. If they haven’t, they’ll continue on.
5. The contact is sent your second email in the series.
6. They’ll wait for five days at a wait step before moving on.
7. The contact will arrive at an If/Else action, checking if they have responded to the previous email. If they have, they’ll exit the automation. If they haven’t, they’ll continue on.
8. The contact is sent your third email in the series.
9. The contact exits the automation.

Note: Specify which page or domain of your site you want to trigger the automation in the trigger itself.