Sep 2, 2021 12:36 PM
I'd like to shoot a quick email to a known contact (or perhaps Lead) when they revisit the website. Something like:
"Hey (name), I saw you visited the site recently. If you have any questions I can answer let's chat. Here's my calendar to pick a time. (contact owners' meeting link)
Signed (Contact owner)
Any workflow examples like that? What do I need to keep in mind, to make sure they don't get an email for every visit in a day?
I'm aware the sales team can set up revisit notifications, but we wanted an automated quick touch to go out immediately, while the contact is spending cycles thinking about us.
Sep 3, 2021 12:30 AM
Hi @donrua ,
I am afraid we don't have any such poperty 'revisit a page' to trigger our workflow. Only page videw prperties are these: https://prnt.sc/1r3bhvz that you can use in the workflow.
However, I like this idea of sending automated email if a visitor visit my website more then once. I will advice you to out this in the idea section of the community: HubSpot Community - Ideas - HubSpot Community
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.
Sep 7, 2021 4:32 PM - edited Sep 7, 2021 4:37 PM
I don't think I focused on "page". I mentioned site revisit. If Hubspot can tell me how many sessions someone has, then can't I trigger off of "session equals two" or something like that? Each session should represent a distinct website visit, shouldn't it?
I posted the orig question to the idea forum. Thanks for that suggestion.
Sep 8, 2021 6:35 PM - edited Sep 8, 2021 6:36 PM
As hubspot tracks visitors to your sites, I think this should be fairly easy. https://knowledge.hubspot.com/reports/install-the-hubspot-tracking-code
I am not sure what the exact property would be, but if you could 1) create that email (X email) 2) set the enrollment/re-enrollment logic to something like "has visited our site in today (with whatever tracking property it is that measures that), this week, whatever" AND "has not recieved X email within say 7 days/30 days (or whatever frequency modulation you want) to prevent them from recieving it multiple times in one day, I think that should work?