Hello AC-Community,
i would like to add a tag when a contact visits a specific web page multiple times (2-5 times).
In addition, when he visits that web page more than 6 times, he shall receive some extra points.
Would this automation work or do you have a better idea for me?
Thanks a lot for your help!
Cheers, Sven
Hi Sven,
The general set up here looks good, but there are few improvements we can make.
I think your automation would be more effective like this:
If you have the start trigger run multiple times looking for the site visit, you don’t actually need the “go to” actions in the automation. Each site visit will bring the contact in, and filter them through.
You want to set your first “if/else” action to look for the maximum number of visits. With your current set up, if someone visits the page 6 times, they will go down the “no” path, and be stuck in that loop.
Your second “if/else” action should then be set up to check for contacts that visit 2-5 times. If yes, they’ll go down the “yes” path, get a tag, and points added to their lead score. Again, the start trigger is pulling the contact in on each visit, so you don’t need the “go to” actions. When the contact enters 6+ times, they’ll travel down the “yes” path on the first “if/else” to the appropriate lead score action.
Another thing to watch out for: when you use “go to” actions to create a loop, a contact will move through that part of the automation within seconds. The loop will endlessly continue along the “no” path until they meet the conditions to travel down the “yes” path. A contact may take several days (or weeks!) to meet the “yes” path conditions for a site visit. If that happens, they could potentially travel through the “no” loop hundreds, or even thousands of times.
Hope this helps. If you want to talk through the automation strategy, feel free to book a 1:1 training session with the Customer Success team.
Talk soon,
Courtney
Hi Courtney,
this automation is exactly, what I was looking for! Thank you so much for your help!
