Advice and answers from the Jumplead Team

Activity Streams are filtered versions of the prospect activity that Jumplead detects on your website. When a known Contact returns to your website and views certain pages you can use and Automation to trigger a marketing action.

This kind of Automation is best suited to sending a Notification to your sales team, letting them know that a specific Contact is engaged at that time. Or adding a Tag to the Contact so that you can create a List that reflects a certain type of engagement.

Step 1. Choose an Activity Stream

Choose the Activity Stream you would like to add an Automation to from your list.

Click the settings cog icon on the right hand side, Click ‘Edit stream’ if this option appears.

Select the ‘Automation’ tab. Then click ‘No time like the present’ to get started.

Step 2. Add an Automation

Add a name and description to help you find it again in the Automations section where it will be listed, once saved.

Step 3. Add Actions

Click the ‘Add’ button in the actions box to begin adding actions.

Select the type of action you would like to take, you can choose to:

  • Send campaign (Choose from one of your Autoresponder campaigns)
  • Issue notification (Send an email to a Jumplead user)
  • Change stage (This is the Contact’s stage)
  • Add contact tag (Use tags to group your Contacts into Lists)

If you choose to send an Autoresponder Campaign, you will then need to choose the campaign you wish to send.

If you choose to Issue a notification, you will then choose the Jumplead users you wish to inform.

And so on for changing the Contact’s Stage and adding a Tag.

Add as many Actions as you like, and when you are happy, click ‘Save’.

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