Quick Start Guide

If you don't feel like reading a bunch of different articles to set up your Triggerbee account, we got you covered! Just follow these 7 steps and you’ll get your first campaign up and running in no time. 

  • By the end of step 1: You will start to see your website visitors and what they are doing on your webpage
  • By the end of step 3: You will be able to identify incoming newsletter visitors with email
  • By the end of step 6: You will publish your first campaign and take one step closer to first-class personalization!

The 7 steps to set up success

  1. Install Triggerbee Tracking Code (5 min)
  2. Add your branding (5 min)
  3. Integrate your email tool (5 min)
  4. Log events (30 min)
  5. Create your first Audience (5 min)
  6. Identify your visitors (30 min)
  7. Publish your first campaign (10 min)

Psst! You can actually publish your first campaign at step 1 already - so hurry up if you're eager to get started!

Step 1. Install Triggerbee Tracking Code

First of all, you need to get Triggerbee tracking code installed on your webpage. You will find your tracking code in the Account Settings. If you have multiple accounts in Triggerbee, there will be one unique code per account. Add the tracking code directly in the source code header, or by either of these two ways: 

Note: If you are using a Cookie bot, make sure to whitelist Triggerbee cookies. Here's a list of Triggerbee Cookies.

Step 2. Add your branding

To make it easy and quicker for you to create stylish Onsite Campaigns with the correct branding for your website, you need to customize your account with your fonts and colors. If you have multiple accounts in Triggerbee - you need to add Customization for each account. 

Step 3. Integrate your email tool

Integration to your email tool not only allows you to create new contacts in your tool but also allows Triggerbee to identify incoming newsletter visitors as well as access your customer segments for Onsite Targeting. How awesome?!

Note: If you are using an email tool that we don't have a direct integration to, check out our Zaiper integration that allows you to bridge Triggerbee to almost any other tool.

Step 4. Log events

To enhance your visitor data, build audiences, and trigger automations - you can log all your important events to Triggerbee. Good-to-have events are:

  • Added to Cart
  • Initiated Purchase
  • Completed Purchase
  • Created account
  • Logged in
Log event by URL

If your desired event is connected to a specific URL (eg. /orderconfirmation for purchases), you can add your event in the Triggerbee app in the Events section.

Log event via Javascript

Any event that is not connected to a specific URL, like button clicks or form submissions can be logged via the javascript code mtr.goal("Goalname"); Simply add the snippet where it should be triggered. Event logging is usually done through Google Tag Manager where triggers for button clicks and other events can easily be added.

For events that handle email addresses (like log-ins or purchases), it's best practice to also add identification according to Step  5 - Scripting below. 

Step 5. Identify your visitors

Identification of your visitors is a crucial part of working with Triggerbee and personalization in general. When you know who your visitors actually are, you can pinpoint messages towards them even better. Identification can be done in three ways. Usually, all three are combined:

  • Onsite Campaigns: Every visitor that signs up in Triggerbee Onsite Campaigns, will be identified with the email they enter. 
  • Incoming newsletter visitors: If you followed step 3 in this guide and integrated your email tool, any incoming visitors from your newsletters will be identified in Triggerbee. 
  • Scripting: Log email addresses to Triggerbee via Javascript on your built-in forms like account registration, login, reviews, and purchases.

    Code example:
    document.addEventListener("afterTriggerbeeReady", function () {
    	var loginForm = document.querySelector(".loginform");
    	loginForm.addEventListener("submit", function () {   
    	var userEmail = document.querySelector("input[type='Email']").value;        
            	var mtr_custom = mtr_custom || {};
    	        mtr_custom.session = { email: userEmail };
            	mtr.goal("Logged in");

Step 6. Build your first audience

Once your events and identification rate are in place - you will start to notice some patterns in your visitors. The next step will be to segment those groups of visitors, eg. collect all visitors with completed purchases (=customers) in one segment, and all non-logged-in visitors in another. These are called Audiences, which are used to target Onsite Campaigns. Read more about how to work with, and how to set up Audiences here.

Step 7. Publish your first campaign

Yay - you've made it to the last step and have successfully done the basic setup of Triggerbee. Now it's time to get creative with Triggerbee Onsite Campaigns. Campaigns are used to communicate with your visitors during their journey on your webpage. Welcome new visitors with first-purchase offers, notify them about current campaigns, retrieve abandoned carts, or get crazy creative with a gamification campaign. Anything is possible with the triggerbee audiences - the sky's the limit! Read all about how to create your first campaign here.

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