In this article, we will explain how to automatically send an email to contacts who visit a specific page on your website.
Before you start
- Before setting up your Page Visit workflow, make sure you have installed the Brevo tracker on your website. For more extended tracking, read Advanced tracking for Marketing Automation.
- We advise you to create your email template before starting this procedure as you will be asked to choose or create a template in Step 3 below.
Select the Page Visit workflow
To select the Page Visit workflow:
- Go to Automation
- Click Create a workflow
- Select the Page Visit workflow
- Click Start Automating
From now on, you will automatically be guided through 3 steps to create your Page Visit workflow.
💻 Step 1: Contact visits a page on your website (entry point)
The entry point for the Page Visit workflow is Page Visit. Page visits can be monitored if you have installed the Brevo tracker on your website.
To add your entry point:
- Enter the URL of the page(s) of your website you want to monitor:
- Equal to: to track a specific page (e.g. https://www.brevo.com/plus/)
- Starts with: to track all pages that start with the same part of URL (e.g. https://www.brevo.com/)
- Contains: to track all the pages that contain the same part of URL (e.g., /features/)
- Regular expression: to track all the pages that match a specific search pattern, (e.g. crm$ or all URLs ending with "crm")
- Click OK.
⏳ Step 2: Add a delay before the sending of your email
In the Page Visit workflow, you will be prompted to add a delay between the time the contact visits the page and the sending of your email.
To add a delay:
- In the first field, enter the delay you want your contact to wait for.
- In the drop-down, select the time units you want to use.
- Click NEXT.
✉️ Step 3: Send your email
The next step in the Page Visit workflow is to send an email. You will have to choose the email template you want to send to your contacts.
To select the email template you want to send to your contacts:
- Select an email template between:
- An email template you have already created,
- The default email template (Default template - Page Visit_##)
- Or directly create a new email template from scratch.
Note: make sure to update the default email template before using it in the workflow.
- If necessary, select the following options:
- I want to send a hidden copy of this email: select this option if you want to receive a copy of the welcome email every time a contact receives it. You can send a hidden copy of the email to specific recipients separated by commas or to contacts that contain a certain contact attribute.
- I want to choose when to send this email:
- Send at the best time: we maximize the open rate by delivering your emails at the optimal time for each recipient over a 24-hour period.
💡 Good to knowThis feature is available for Business and BrevoPlus plans. - Choose a specific time frame: you can choose when you want to send the email, for example any day of the week at 8 am.
- Send at the best time: we maximize the open rate by delivering your emails at the optimal time for each recipient over a 24-hour period.
- Use my event data to customize the email: select this option if you want to customize your email with a set of values generated from a previous step or from the entry point of your workflow.
For example, if you inserted a placeholder for the contact's name in your email template, it will be automatically replaced by the actual contact's name at the time your email is sent.
- Once you are done, click FINISH.
You can then update the workflow and add as many additional steps as possible (send more emails, assign a score to your contacts, add the contacts to a list, etc.).
Activate your workflow
Once you are done setting up your Page Visit workflow, you can activate it to test it and allow contacts to receive your welcome email.
To activate your workflow, click Status: Inactive and select Active.
Test your workflow (recommended)
To make sure your workflow works well, you can test it yourself:
- Click Test the workflow.
- Enter the email address you want to test the workflow with.
- If you added a delay before the sending of your email, select Skip 'Wait For' steps.
- Click DONE.
You will then receive the email in the next few minutes. You can also check your Automation logs to view your test:
🤔 Have a question?
If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.