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Global Triggers - Targeting and Re-Targeting Leads

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...

  1. Lead score goes above value
  2. Lead score goes below value
    • The first two have the trigger perform based on your customers lead score. A great way to utilize this is to have them may be added to a sales funnel automation when a lead score changes, allowing you to retarget leads who are losing contact with you or to remain in contact with those that are hot leads.
  3. Page at url is visited
    • The third option is based on their viewing of an URL. One great way to use this is for a customer who may be 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 trigger occurs when the sales page is viewed. However, by using the conditional the trigger won't fire for anyone with the tag to show they have purchased.
    • Key notes when using this option the URL can not just be any old page a few things need to be in place.
      • First the page needs to have a Simplero Embedded opt-in form in place on it
      • The contact needs to have clicked on a link via a Simplero broadcast and not have cleared their cookies since doing so.


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. 


Retargeting by Lead Score

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. Select the Settings from your Simplero Dashboard
  3. Select the Triggers option
  4. Click the Add trigger in the upper-right hand corner

    Image 2021-03-14 at 9.23.55 AM
  5. Select one of two options:Lead Score Goes Above a Value - Select this option if you are looking to target leads when that is a super level of "warmth" 
    • Lead Score Goes Below a Value -  Select this option if you want to retarget leads who appear to be losing association with your business
  6. Enter a Value for your lead score you want to target them. 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.
  7. In the Do this field you will select "Start automation"
  8. A drop-down will appear where you will select the automation that you created in step #1
  9. Set any conditions you desire and click the Save changes button


Retargeting when a URL is Viewed

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

  1. Create your sales funnel automation
  2. Select the Settings from your Simplero Dashboard
  3. Select the Triggers tab
  4. Click the Add trigger in the upper-right hand corner


  5. Select the option that reads "Page at url is viewed"
  6. In the next field type in the URL for the page
  7. Select the Match type
  8. In the Do This field select Start an Automation 
  9. The Which automation field will now show and you can select the automation from step #1
  10. Set your conditionals you desire and click the Save changes button

Remember when using this option, the page being viewed needs to have a Simplero embedded opt-in form on it (wether the personal completes the form or not doesn't matter. So maybe just embed your newsletter opt-in form, You can even embed it using the trigger option so the form doesn't show unless someone wants to see it. And second that contact will have had to click on a link at some point from a Simplero broadcast, so you may want to direct them to this URL from a broadcast rather then texting it or sharing on social media or a course lesson. 

Last updated 14 Mar 2021.
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