Implementing Page View Tracking Lead Engagement Conversion Strategies

The CRM's page view tracking is a powerful tool that allows you to monitor and respond to lead interactions with your website or funnel pages. This feature is particularly useful for identifying leads who have shown interest in specific services or products but have not completed a desired action, such as booking a call or making a purchase. By tracking these interactions, you can create targeted follow-ups, answer potential questions, and guide leads through the conversion funnel more effectively.

Setting Up Page View Tracking

To begin utilizing page view tracking, follow these simple steps:

1. Navigate to the CRM's automation section and select "Create Workflow."
2. For the trigger, search for "Page" and choose "Funnel/Website Page View" under events.

1. Add filters to specify the funnel or website and the particular pages you wish to track. Options include:Selecting specific pages.Using page paths (the part of the URL following your domain).Targeting based on UTM parameters by typing in relevant keywords.
2. Selecting specific pages.
3. Using page paths (the part of the URL following your domain).
4. Targeting based on UTM parameters by typing in relevant keywords.

Practical Use Cases

Understanding how to apply page view tracking can significantly enhance your lead nurturing and conversion efforts. Here are some practical examples:

Lead Nurturing for Service Funnels: Track leads who visit your booking page but do not schedule an appointment. Implement a wait step followed by a conditional check to see if the lead has booked within a certain timeframe. If not, follow up with targeted communication to address any questions or concerns.

Coaching Business Engagement: For coaching services with multiple plans, use page view tracking to identify leads who have shown interest but haven't subscribed. After a wait period, check for subscription confirmation through tags and, if necessary, enroll the lead in a nurturing drip sequence.

E-Commerce Conversion Boosting: Similar strategies can be applied to e-commerce websites to re-engage visitors who have shown interest in specific products but have not completed a purchase.

Proactive Customer Support: Use page view tracking on your "Contact Us" page to initiate immediate follow-up calls, making your support team more proactive and potentially surprising leads with prompt responses.

Troubleshooting and FAQs

While setting up and utilizing page view tracking is straightforward, here are a few tips and answers to common questions to ensure smooth operation:

• Ensure Lead Data is Captured First: For page view tracking to work, the lead's data must be in the CRM, usually through an opt-in page. Ensure your funnels are structured to capture this information upfront.
• Testing Your Setup: Always test your workflows in incognito mode or with a fresh lead entry to verify that tracking and subsequent actions are functioning as intended.
• Adjusting Wait Times: Experiment with different wait times in your workflows to find the optimal balance between giving leads space and engaging them while their interest is high.