Lead Revisit Notifications using Woopra

The Moo Master October 18, 2015 Woopra Leave a comment 4,877 Views

Woopra has already expanded the way we can integrate and automate our website with other business systems, now it’s time to take it a bit further and setup lead revisit notifications every time a lead who meets certain criteria comes back onto our website. This is also applicable for any other notification of visitors you wish to assign.

If you’ve ever looked into this style of automation you’ll find that only the top marketing firms provide a simple solution but at a super high price (Marketo & hubspot). The exception to this is ContactUs.com which honestly is very reasonable, but doesn’t have the same kind of grunt and CRM backing if you’re starting to get extremely custom with your solution.

If you haven’t already, ensure you’re passing identifying information to Woopra through Form Submission, URL variable tracking or another method so your visitors information is being correctly tracked.

Implementation Time: 10 Minutes

Prerequisites:

Woopra installed and running
Mandrill (optional)

Let’s take an example: Day 1, a long time visitor fills out a contact form and converts to a lead on your website. Your sales rep tries time after time to call the lead but fails to get a response, this becomes frustrating and the rep normally gives up. 2 weeks pass and the lead returns to your website. Based on the trigger we’re about to create, a sales rep is IMMEDIATELY notified when that lead returns and is looking at a product/service on your site. Now this time you call them and have a long chat which eventually turns into a sale.

Setup the alert and select your action:

Inside Woopra navigate to Manage > Triggers > Create new trigger

(https://www.woopra.com/live/project/yourdomain.com/manage/triggers/)

You will see the screen below which allows you to create a trigger based on whatever groups, segments or actions you want.

Create your email template:

once you’ve created your trigger, it’s time to add an action. There are many different actions you can use, some built in others from 3rd party systems which you’ve connected with. For this example we’re using an email sent through our transnational email provider Mandrill to send an email alert to our sales reps.

Provided is some sample code which will send an email with the basic visitor information and also a link to the visitor. Woopra uses “Tags” which are small snippets of code to pull information about the visitor which the trigger is being set for.

<strong>Name:</strong> ${visitor.name}<br>
<strong>Email:</strong>${visitor.email}<br>
<strong>Phone:</strong> <a href="tel:${visitor.phone}">${visitor.phone}</a><br>
<br>
<strong>Landing Page:</strong> ${visit.landingpage}<br>
<strong>Visit Number:</strong> ${visit.number}<br>
<strong>Ref URL:</strong> ${visit.referrerurl}<br>
<strong>Visitor Type:</strong> ${visit.referrertype}<br>
<br>
<a href="https://www.woopra.com/live/project/yourdomain.com/people/${visitor.pid}">SEE FULL DETAILS</a>

Name: ${visitor.name}

Email:${visitor.email}

Phone: <a href="tel:${visitor.phone}">${visitor.phone}</a>

Landing Page: ${visit.landingpage}

Visit Number: ${visit.number}

Ref URL: ${visit.referrerurl}

Visitor Type: ${visit.referrertype}

<a href="https://www.woopra.com/live/project/yourdomain.com/people/${visitor.pid}">SEE FULL DETAILS</a>

Now next time a lead returns to your website, you will receive a notification straight to your inbox. If your Sales Rep is sitting at their desk, they can look at the history of that lead and built a quick profile of what they have been browsing before making the call.

Hope you enjoyed reading, please leave any comments or questions below!