#30: How To Know In Real-Time When Known Hot Leads Visit Your Website
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In this marketing segment, Brian gives you an amazing hack, a marketing automation, that you can use to know, in real-time, when a hot lead is on your website. 

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Host: Brian Webb

Ep. 30: How To Know In Real-Time When Known Hot Leads Visit Your Website

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Whatbox Digital

Autopilot HQ

Want to see this automation? Text Brian at (832) 324-2432. 

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TRANSCRIPT: 

Brian Webb:

Welcome, welcome, welcome to the show today. Today we are going to talk about marketing automation, which, by the way, automation is really business automation. Marketing automation is just one spoke of the wheel. Today, I am going to share with you a hack, a marketing automation, that you can use to know, in real-time, when a hot lead is on your website. You might have Google Analytics set up on your website, and if you do, that's a good thing. But that is what we call a lag measure. That means at the end of the month you might go download or be sent a PDF report showing this many people from this city and that state came to you from this web browser. 43% of them were using mobile. 57% of them were using desktop, or whatever those ratios are.

And when it comes to optimizing your site, that's a good thing to know. It's a good thing to know where your traffic is coming from and how they're getting there. However, probably not going to do a whole lot to help you grow your business unless you're an eCommerce store. But what if you could know, in real-time, when a known prospect, or a known lead, or a known customer is on your website, literally, real-time. Today, I'm going to share with you how to do it. And I want to say this now, and I'll say it again at the end. If you want a diagram of what this looks like so that you can deploy this for your business, just text me at (832) 324-2432 and let me know that you want to see this automation diagrammed out. 

The automation tool that we prefer here at Whatbox Digital is a tool called AutopilotHQ. We'll put a link to that in the show notes. And while I don't want to go deep into the weeds, all automation typically have, at least, two if not all three of the following elements: a trigger, a condition, and an action. If you want to know, in real-time, when a known visitor is on your website, now, again, that can be a customer, a client, that could be a prospect. When you want to know, in real-time, when someone is on your website to heighten the awareness of your sales team, here's the first step you're going to take.

First, you're going to need an Autopilot account. And, again, we'll put the link to that in the show notes, if you want to go and check that out on your own. The next step that you're going to want to do, and this is the most complicated, but it's not a big deal, speak to a developer. Anyone who understands just a little bit about how to install a tracking code on your website. And you're going to want to install the Autopilot tracking code onto your website. Once that's done, the rest is easy peasy, big time.

The second step that you're going to take is to create a new journey in your Autopilot account. Once the tracking code is set up, you're going to go and create a new journey in your Autopilot account. The next step that you're going to take is to create the trigger. The trigger that you're going to use in Autopilot is a trigger called page visited. And if you're in the software, that's going to be in the trigger section, and it's going to be a little blue circle page visited. Once you've set that up, you're going to create a condition. In this particular case, the condition that you're going to use is a condition called is on list or segment. And, by the way, it's a green, olive green, octagon shape. That's the condition that you're going to use.

The next step that you're going to take is to create an action. Now, here's where you have choices. The action is going to be how you want to get notified. For example, here at Whatbox Digital, our action is to send a Slack message, but you could just as easily have it send an SMS message. Meaning you could have it text somebody. You could also make it send an email notification. The downside about email notification is if you're not in front of your inbox all day, that's not very real-time. That might be two or three hours later. But if you want real-time notification, you can make it where someone visits the page, that's the trigger. Meets the condition, they're on a list in your CRM in Autopilot. And then, three, get a notification via Slack or text.

And if you really want to be sophisticated, you could make it where depending on which page someone is on, you could determine to whom that message is sent. Who gets notified, basically. Now once you've done this, you're going to want to do this for each and every page that is of a specific value to you. For example, if you have eight different services that you offer, you might want to have eight of that exact same automation replicated out, or duplicated out so that you're aware that, not only, has someone visited your website, but which page it was. So you can literally set it up to where you get a text message saying that "Brian Webb from Whatbox Digital has visited this page, this page, and that page." You don't have to be that granular. You could just make of it if a known visitor visits your website, you could create an automation so that you just have a general awareness that someone that you know was on your website.

Now, here's the only caveat. There are only two ways that your website or, specifically, the tracking code from Autopilot knows when someone is a known visitor. Method number one is if they submit or fill out any forms on your website that are being tracked. Method number two is if you send an email out to your audience from Autopilot and it has a link back to your website. If they click on that link from now on, Autopilot knows who that person, let's just say me, Brian Webb is when I visit your website. 

So imagine you're responsible for business development or bringing in new prospects, new customers, new clients into your business. And imagine having the ability to, in real-time, right there on your smartwatch, your smartphone, your computer to, in real-time, know when that hot prospect is on your website. And while I'm not suggesting that because they're on your website that you immediately reach out to that person and say, "Hey, I see you're on our website." That might not be the best approach, but it does arm you to know whether or not they're engaging with you. Are they demonstrating curiosity? If they stopped by your website, they took a micro-step in your direction.

I can't tell you how many times I've had a known prospect on the Whatbox Digital website. Maybe the next day we reached out to them just to say hello, maybe it was a call, email, text. And I wouldn't have known to have done that if I did not have that awareness by knowing, in real-time, when they're on our website. So, that's it. In summary, you start with a trigger, page visited. You then go to the condition, is on a specific list or segment in Autopilot. And then that goes to the action, which is to send a Slack message, a text message, or an email. 

Imagine how much more effective your sales team can be when they just know, in real-time, that someone is on your website, showing that interest, demonstrating curiosity. And while I won't go into this today, there are many, many, many other automations that we can do once we know who your visitors are, as well. For example, you could show a heads-up display message that specifically recognizes that person when they're on your website giving them some type of a special offer. But we'll stop here for today. I hope this was helpful. We are here to help you grow your business smarter and faster. And let me remind you if you want to see what a diagram of this looks like, simply send an email to hello@whatboxdigital.com asking for that information, or just send me a text (832) 324-2432 and we'll send you that diagram. 

I hope this is helpful. Let's keep growing your business smarter and faster. Have a great day, everyone. 

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Email: brianw@whatboxdigital.com 

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