Who This Is For / When to Use
Use this trigger if you want to:
Automate follow-ups when contacts visit key pages (checkout, pricing, cancellation)
Re-engage visitors who abandon funnels
Segment contacts based on website or funnel activity
Trigger actions using UTM-based traffic sources
What the Funnel/Website PageView Trigger Does
This trigger adds a contact to a workflow when a tracked page view event occurs.
You can narrow when it fires using filters such as:
Funnel or Website
Specific Page
UTM parameters (campaign, source, medium, term, content)
How to Set Up the Funnel/Website PageView Trigger
Step 1: Create or Edit a Workflow
Go to Automations > Workflows.
Click + Create Workflow, or open an existing workflow and select Edit Workflow.
Step 2: Add the Funnel/Website PageView Trigger
In the workflow builder, click Add New Trigger.
Search for Funnel/Website PageView under Events.
Select the trigger.
Step 3: Select Funnel or Website
In Filters, choose Funnel/Website.
Select the funnel or website you want to track.
This ensures the workflow only triggers for page views within the selected property.
Step 4: Filter by Page (Optional)
Use this filter if you want the trigger to fire only when specific pages are visited.
Select Page.
Choose an operator such as Is, Includes, or Is any of.
Select one or more pages (for example: Checkout, Cart, Thank You).
Step 5: Add UTM Parameter Filters (Optional)
UTM filters allow you to trigger workflows based on marketing traffic sources.
Available UTM filters include:
UTM Campaign
UTM Source
UTM Medium
UTM Term
UTM Content
Use these to target visitors from specific ads, emails, or campaigns.
Step 6: Save, Test, and Publish
Click Save Trigger.
Use Test Workflow to validate behavior.
Toggle the workflow from Draft to Publish when ready.
Example Use Case
Abandoned Checkout Follow-Up
Scenario: You want to follow up with contacts who reach the checkout page but do not complete a purchase.
Trigger Setup:
Trigger: Funnel/Website PageView
Funnel/Website: Bookkeeper Funnel
Page: Is equal to Checkout
Action:
Send a follow-up email after a delay offering assistance or incentives.
This setup helps recover abandoned carts and increase conversions.
Common Use Cases
Lead Nurturing
Trigger emails or SMS when contacts view high-intent pages like pricing or booking pages.
E-Commerce Optimization
Track visits to product detail or checkout pages and automate reminders or offers.
Proactive Customer Support
Trigger alerts or messages when visitors reach contact, cancellation, or support pages.
Common Issues and Fixes
The workflow does not trigger
Confirm the workflow is published
Ensure the page exists within the selected funnel or website
Verify the page filter operator matches the page type (Is vs Includes)
The workflow triggers too often
Narrow the Page filter
Add UTM filters to limit traffic sources
Combine multiple filters for precision
Frequently Asked Questions
What is the Funnel/Website PageView trigger?
It is a workflow trigger that runs when a contact views a specific funnel or website page.
Can I track multiple pages in one trigger?
Yes. Use Is any of or Includes operators to track multiple pages.
Do I need to specify a page?
No. If no page is selected, the trigger fires on any page view within the selected funnel or website.
What are UTM parameters used for?
UTM parameters identify traffic source details such as campaign, medium, or source, allowing more targeted automation.
Can I test this trigger?
Yes. Use Test Workflow to simulate page view events and validate actions.