ServiceBell: Re-Engage Warm Accounts That Visited But Didn't Convert
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Christian Haskins

Created Nov 18, 2023

ServiceBell: Re-Engage Warm Accounts That Visited But Didn't Convert

15
1

Click on "Automations"

Click on "Automations"
2

Click on "Engage a visitor" to create a new journey

Click on "Engage a visitor" to create a new journey
3

Name the journey and click "Create"

Name the journey and click "Create"

#

SETUP THE INITIAL TRIGGER

15 Steps

For warm accounts that visited but never converted

4

Click on "Start Trigger"

Click on "Start Trigger"
5

Click on "URL starts with https://"

Click on "URL starts with https://"
6

Delete the "URL" property

Delete the "URL" property
7

Search and select "Target Account" property

Search and select "Target Account" property
8

Select "is true"

Select "is true"
9

Click on "Add rule"

Click on "Add rule"
10

Click on "Add rule" (again)

Click on "Add rule" (again)
11

Click on "Known Visitor"

Click on "Known Visitor"
12

Select "is true"

Select "is true"
13

Click on "Add rule"

Click on "Add rule"
14

Click on "Add rule" (yes - for the 3rd time)

Click on "Add rule" (yes - for the 3rd time)
15

Click on "Pipeline Stage"

Click on "Pipeline Stage"
16

Select "shares no elements with"

Select "shares no elements with"
17

Click on "Lifecycle Stage Pipeline :: Lead"

This makes it so that if they're not marked as a lead in your CRM - this trigger will fire.
You might want to add other pipeline stages you DON'T want this to trigger on.

Click on "Lifecycle Stage Pipeline :: Lead"
18

Click on "Add rule"

Click on "Add rule"

#

SEND A PERSONALIZED VIDEO & CHAT MESSAGE

11 Steps
19

Click on "Add action"

Click on "Add action"
20

Click on "Video Answer"

Click on "Video Answer"
21

Create a new video or select the one you'd like to send

Create a new video or select the one you'd like to send
22

Click on "Save"

Click on "Save"
23

Add another action to the journey

Add another action to the journey
24

Click on "Send a chat message"

Click on "Send a chat message"
25

Add personalized properties to the message by clicking on "Insert merge tag" in the bottom right

Add personalized properties to the message by clicking on "Insert merge tag" in the bottom right
26

Write out your message "Hey {{Contact First Name}} - what brings you back?"

Write out your message "Hey {{Contact First Name}} - what brings you back?"
27

Click on "Merge Tags"

Click on "Merge Tags"
28

Add a fallback for any tags you added to the message (in case the property isn't valid)

Add a fallback for any tags you added to the message (in case the property isn't valid)
29

Click on "Save"

Click on "Save"

#

ALERT YOUR REPS OF THE VISITOR

8 Steps
30

Add another action to the journey

Add another action to the journey
31

Click on "Send app alert"

Click on "Send app alert"
32

Give it a title

Give it a title
33

Give it a message

Give it a message
34

Select the user group (or specific users) you'd like to route the alert to

Select the user group (or specific users) you'd like to route the alert to
35

Click on "Save"

Click on "Save"
36

Save the entire journey

Save the entire journey
37

Click on "Draft" to toggle its status to "Active" - and that's it!

Click on "Draft" to toggle its status to "Active" - and that's it!
Well done!
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