Automation rule example: send an email after a visit to a URL

The purpose of this solution is to provide a direct reaction to user visits on your website. When a user visits e.g. a pricing page, you can automatically send them a message with more information on your offer or a special discount.

INSTRUCTIONS:

To begin, from the home screen, go to Automation Processes → Automation Rules → Add New Rule. 

An automation rule editor will open.

main_screen

[1] Settings

[2] A switch for turning the rule on and off.

[3] Save – after you finish editing this rule, save it by clicking this button.

[4] Categories – choose an element you want to add in the Automation Process field – events, conditions, actions. In each category, there can be more than one element.

After you click Settings, a window will appear.

settings

[1] Name the rule.

[2] Assign the rule to a group by choosing from a drop-down list, or [3] add a new group.

[4] Sharing the rule means, that it will be visible on all user accounts and activate for all contacts in the system.

[5] The number of times this rule can activate for one contact.

[6] The minimal interval between rule activations for one contact.

Click Save changes to apply settings to the rule. The next step is adding an event.

add_events

[1] Click Add events.

[2] Click the green Plus icon. A list will open to the right. Find “Contact visited URL” on it.

[3] Click the chosen event. It will appear in the Automation Process field.

url_visit

[1] Click this icon if you want to delete this element.

[2] Click this icon to open event details.

[3] Click this icon to open event settings.

URL_visit_cog

[1] Choose a website that will be monitored for the occurrence of this event.

[2] Provide the URL of the subpage you want to be monitored for the occurrence of this event. You can also use advanced URL patterns >>

[3] Decide how long must a contact stay on the subpage in order for the event to be triggered.

url_visit_clock

[1] Set the time period after which the system will check if the condition was met.

[2] Set the time period after which the system will check if the condition was met again (provided it was not met when the rule was activated)

[3] Click Save changes to apply settings.

Now, add a condition. It will be automatically linked to the event. In the condition settings, provide the URL of the source you expect contacts to visit from.

add_conditions

Now, add an Action. The arrow will branch into [1] “If YES” and [2] “If NO” giving you the option to specify actions for different outcomes. Choose the action “Send an email to contact”.

add_actions

Proceed to this action’s settings.

send_email_clock

[1] Choose a message that you want to send with this action. You can see the message by clicking Preview. 

[2] Choose a period of time after which the message is to be sent, starting from the moment conditions were met.

[3] Select the checkbox to automatically choose an optimal sending date and hour for active contacts, or choose from a drop-down list.

[4] Select the checkbox to automatically send a carbon copy of the message to the contact owner.

[5] In this field, you can put any email address you want to receive a carbon copy of the message.

Remember to save the rule and turn it on, otherwise, it will not work.

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