The Keap Web Page Automation Goal was introduced in December of 2016 (back when Keap was called Infusionsoft).

This new goal for the Campaign Builder made an already powerful tool, even better.

Effectively this goal allows you to trigger something in your Keap campaigns when a contact visits a page on your website.

It’s a tactic larger brands have been using for a long time, and I was thrilled to see it make it’s way into the campaign builder that we know and love.

I’ve got a video today that’s going to show you how I use this goal to build a Cart Abandonment Follow-Up campaign, and then a few tweaks I recommend to solve for repeat visitors, or to limit the audience.

But before we dig into that, I wanted to mention a few other resources you may find valuable:

  • If you want the click-step instructions for how to use this goal, here’s the help article from Keap.
  • If you want a more detailed look at why this goal is important, and a handful of use cases where it might fit in your business, I recommend this post by my friend Brett over at Blick Digital.

I think the most obvious use case for this goal is to follow up with contacts who visit a sales page on your website, but don’t end up signing up.

This goal allows you to capture that buying moment, and help encourage those customers to sign up by offering additional value, answering questions, or addressing their concerns. The ability to interact with someone at such a pivotal juncture is really powerful.

After I walk through the basic campaign design and functionality, stick around as I put on the afterburners and adapt it for a few advanced scenarios:

The demo above was built using Keap Max Classic (which was called Infusionsoft at the time), but this same approach would work for Max, Pro, or any version of Keap with the campaign builder and this goal method.

Note: The Web Page Automation goal can only be achieved if Keap knows who the web page visitor is – and can find a corresponding contact record for that person.

So, for this to work, the visitor needs to have been cookied – meaning that Keap can track them. There are a few ways for a contact to be cookied, but here are the most common:

  • Clicks a link in an Keap email
  • Submits a Keap web form
  • Submits a legacy Keap landing page
  • Checks out through an Keap order form or the Keap shopping cart

More details here from the original release notes.