Targeting leads based off their interaction with you or Retargeting your leads is a great way to drum up sales from warm leads. In Simplero we have a great way to do this automatically via our global triggers function. 

Global triggers can be performed in 3 cases...

The first two have the trigger perform based on your customers lead score. A great way to utilize this is to have them maybe be added to a sales funnel automation when a lead score changes, allowing you to retarget leads who are loosing contact with you or to remain in contact with those that are hot leads. 

The third option is based on their viewing of an URL. One great way to use this is for a customer who maybe viewed your sales page but didn't order. You can have a tag added to every customer who orders, and then set up this global trigger so that this global triggers occurs when the sales page is viewed, but by using the conditional the trigger won't fire for anyone with the tag to show they have purchased. 

GDPR notice for those doing business in the EU: Please keep in mind when using triggers based on actions of your customers that you are in compliance with GDPR, actions such as these may violate rules in regards to consent and profiling. This message does not constitute legal advice should you have a question about compliance please consult a lawyer. 

Utilizing the Lead Score function in Simplero allows you to not only target leads and drop them into a sales funnel but it also allows you to retarget them if their lead score starts to drop. To do this automatically follow the step below. 

1) Create your sales funnel automation

2) Go to the triggers screen and select the button in the upper left hand corner that says "Add a global Trigger"

3) Select one of two options

Lead Score Goes Above a value

Lead Score Goes Below a Value

If you are looking to target leads when that are a super level of "warmth" then you will select the first option. If you want to retarget leads who appear to be loosing association with your business then use the second option.

4) Enter in the lead score value you want to target them at For example if I give them 1 point for every product and list they purchase from me, I might put in when they drop below a 2 assuming my average customer is in 1 product and 1 list giving them a lead score of 2. This would allow me to retarget anyone who unsubscribed from a list or canceled their product purchase. 

5) In the Do this field you will select "Start automation"

6) A drop down will appear where you will select the automation that you created in step #1

7) Set any conditions you desire and save the trigger

Do you want to target people who have viewed a specific page on your site?

1) Create your sales funnel automation

2) Go to the triggers screen and select the button in the upper left hand corner that says "Add a global Trigger"

3) Select the option that reads "When a URL is viewed"

4) In the next field type in the URL for the page

5) Select the Match type

6) In the do This field select Start an Automation

7) The Which automation field will now show and you can select the automation from step #1

8) Set your conditionals and save

Note this can only be used for Internal Simplero URLs.