ServiceBell: Greet Website Visitors From Reps' LinkedIn Profiles With a Personalized Video
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Christian Haskins

Created Nov 26, 2023

ServiceBell: Greet Website Visitors From Reps' LinkedIn Profiles With a Personalized Video

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WARNING: Make sure you've setup UTM tracking on your reps LinkedIn profiles before following this tutorial

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Click on "Automations"

Click on "Automations"
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Click on "Engage a visitor"

Click on "Engage a visitor"
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Name it something like: "Greet Visitors From Specific Reps' LinkedIn Profile" — and click "Create"

Name it something like: "Greet Visitors From Specific Reps' LinkedIn Profile" — and click "Create"
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Add a new action under the default trigger

Add a new action under the default trigger
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Click on "Branch"

Click on "Branch"
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Click on "UTM Source"

Click on "UTM Source"
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Enter the UTM Source from one of your reps LinkedIn profile

Enter the UTM Source from one of your reps LinkedIn profile
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Click on "Add rule"

Click on "Add rule"
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Add a new action under "Match"

Add a new action under "Match"
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Click on "Video Answer"

Click on "Video Answer"
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Click on "Create new"

Click on "Create new"
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Upload your greeting video for that specific rep

Upload your greeting video for that specific rep
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Click on "Next"

Click on "Next"
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Name it something like: "<REPS>'s Greeting Video"

Name it something like: "<REPS>'s Greeting Video"
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Click on "Save"

Click on "Save"
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Click on "Save" again

Click on "Save" again
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Add a new action under "No match"

Add a new action under "No match"
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Click on "Branch"

Click on "Branch"
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Pick "UTM Source" again

Pick "UTM Source" again
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Enter the UTM Source from another one of your reps LinkedIn profile

Enter the UTM Source from another one of your reps LinkedIn profile
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Click on "Add rule"

Click on "Add rule"
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Add a new action under "Match"

Add a new action under "Match"
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Click on "Video Answer"

Click on "Video Answer"
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Pick the greeting video for that specific rep and save it

Pick the greeting video for that specific rep and save it
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Add a new action under "No match"

Add a new action under "No match"
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Click on "Branch" and repeat the same process for all of the reps with greeting videos

Click on "Branch" and repeat the same process for all of the reps with greeting videos

BONUS TIP: After showing visitors the greeting video from a specific rep — add another action "Send app alert" under it and pick that same specific rep.

This will instantly alert them whenever a visitor arrives from their LinkedIn profile.

Well done!
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