SharpSpring offers you the ability to dynamically segment leads who purchase items on your website. In this example, we’ll create a list to segment leads based on visits to our Shopping Cart Thank You Page.
The following User Roles have access to create dynamic lists:
- Marketing Manager
Follow these steps to create the list of purchase history.
Step One: On the toolbar top right, click New, then on the drop-down select List.
Step Two: Within the Add New List pop-up, do the following:
- Enter a name for the list and a short description of the list.
- Check Rules Based. You can add Manual too.
- Click Create List.
Step Three: Scroll to Triggers & Filters section and click in the When a contact field, under Site Actions, select visits the page.
NOTE: If there is a Thank You subpage for each product category, you could build lists based on the each product they purchased. This could pull contacts into a specific list and then you can use these lists for cross-selling other products.
Step Four: To complete the trigger, do the following:
- In the field, enter the website and select the timing. Suggested timing is 1 time, or more, so you can track the same lead purchasing at different times.
NOTE: You can also optionally provide a referring URL, or where the lead came onto your page from. If you wanted this list to be populated only from leads who get to your thank you page from a subpage of the shirts section. This could be added by clicking the checkbox next to Has specific referrer URL? , then enter the URL for that specific page.
2. Click Add Rule. Notice that the Trigger is now listed.
3. Click Save Changes.