With eduConverse, you can send an email to a contact when they visit a page on your site. You can time the email to send right away, or you can wait for a period of time before it's sent.
Sending emails based on page visits lets you send relevant and timely communications based on that contact's behavior.
Note that this setup requires you to set up Site Tracking on your website.
Create an automation that sends an email when a contact visits a webpage
1. Click “Automations” in the left menu to navigate to the Automations Overview.
2. Click the "Create an automation" button.
3. Click the "Start from Scratch" option then click the "Continue" button.
4. The "Add a Start Trigger" modal will appear. Click the "Web page is visited" trigger. Then click the "Continue" button.
5. The "Action options" modal will open. Click the "Web page URL" dropdown and click the domain you wish to work with.
In the next field, you have the option to run the automation on visits to large portions of your website using wildcard URLs.
For instance, to run the automation when any page in your “academic degrees” directory is visited, you'd enter a URL like:
The asterisk symbol tells eduConverse to run the automation when any URL is visited in the products directory.
So visits to any of the URLs below would trigger your automation:
6. Set the automation to run “Once” so that the contact doesn't receive the same message over and over each time they visit the page.
7. You can also segment contacts entering the automation by clicking the "Segment the contacts entering this automation" checkbox. This step is optional.
You may want to use this option if there are certain contacts you don't want to enter the automation even though they visited your page or only allow contacts to enter the automation if they visited your page twice.
8. When finished, click the "Add Start" button.
9. Next, you'll add your first action to the automation. We recommend adding a "Wait" condition here. This will prevent the email from being sent to the contact the very instant they visit your page.
To add the wait action, click "Conditions and Workflow" in the "Add a New Action" modal. Then click the "Wait" action.
You can choose to have the contact wait in this step for a specific amount of time or until they meet certain conditions. In this example, we're going to choose a specific time by clicking "Wait for a specified period of time."
In the next modal, you'll determine how long the contact should wait in this step. In this example, we're going to have the contact wait 15 minutes.
To do that, we'll type "15" into the middle field then click the "day(s)" dropdown and click "minutes." When finished, click the "Save" button.
10. Next, you'll add a "Send Email" action to your automation. To do so, click the “+” button then click “Send email” option in the “Sending Options” category.
You'll be prompted to create an email campaign. You'll be walked through the steps of the campaign creation process. When you are done designing your message, you'll be returned to the automation builder.
When you're ready, click the “Active” button to turn the automation on. From that point forward, as contacts visit that page of your site, the automation will run and send them the campaign you created.