B2B Basic Setup

Triggerbee Setup for B2B-Businesses

Once you have installed your Triggerbee tracking code, there are a couple of things you need to set up in order to get the full functionality out of Triggerbee. This article will explain those actions.

Note: This article applies to B2B businesses. If you are an eCommerce company, please read our article about eCommerce Setup.

1. Integrate, customize and track important events

First, you need to build the foundation of your tracking and integrate any other tools you want to work with (usually your CRM and Email marketing tool). This will allow you to dive deeper into what your visitors are doing on your website.

  • CRM and Email Marketing Tool: Start by integrating your other tools. Triggerbee has direct integrations to some tools, you will find the instructions for integrations here. This will allow Triggerbee to create new deals in your CRM, subscribers in your Email tool - and populate them with visitor data.
  • Goals: Triggerbee will automatically detect some visitor data such as visited URLs, but you will also need to track other events such as "Filled out Contact Form" and "Read X case" in order for Triggerbee to successfully build good audiences. Useful goals are:

    - Read "X" case
    - Visited Event Page
    - Filled out Contact Form
    - Signed up for Event/Webinar

    Read more about goals and how to log them here.
  • Interest Profiles: If your webpage has a clear URL hierarchy (ie. website.com/what-we-do/crm), you would want to use the Triggerbee Interest Profiling. This will allow you to see what each visitor is most interested in, based on their visitor behavior, and use that in your lead generation. Read more about how to set up interest profiling here.
  • Identification: One of the most important parts of Triggerbee is to have a high identification rate, eg. have email-addresses on your visitors. It's not until your visitors are identified that Triggerbee can create Customer Profiles and sync data to your integrated tools. Identification can be done in several ways, please read more about that here.
  • Customization: The last step of building your foundation is to add some customization to your account. Navigate to Settings --> Customization and add your brand colors and custom fonts. This will make it easier to create beautiful, and native onsite messages later on. 

2. Build your Audiences

Once your goals and identification start running - you will notice some patterns in your visitors. The next step will be to segment those groups of visitors, eg. collect all visitors that signed up for an event in one segment and all blog-readers in another. This is called Audiences, which will allow you to target those segments with Onsite Messages (step 3 below).

To create an Audience, make sure you have completed step 1. Then, navigate to the Audience tab, and follow these instructions.

3. Target your audiences with Onsite Messages

The final step to kick start your Triggerbee journey is to start communicating with your audiences Onsite, eg. personalize your webpage based on visitor behavior. Target all leaving visitors with a contact form and/or promote upcoming webinars. This guide will teach you all about Onsite Messaging.

Useful Onsite Campaigns:
- Newsletter Signup
- Exit Intent in with Contact form
- Promote Events and Webinars
- Offer demos of your business
- Distribute whitepapers in exchange for the visitor email
- Offer free consultation within your area of expertise


One last important thing is to add an Automation for each Onsite Campaign, eg. tell Triggerbee how to handle the collected data. For instance, you would want Triggerbee to automatically create any new subscribers in your email marketing tool, or set up deals in your CRM. Read more about automations here.

Awesome! Now you're all set up for success. Good luck with your Triggerbee journey!

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