If you don't feel like reading a bunch of different articles to set up your Triggerbee account, we've got you covered! Just follow these 6 steps and you’ll get your first campaign up and running in no time.
The 5 steps to set up success
Install Triggerbee Tracking Code (5 min)
Customize your brand (5 min)
Integrate your email tool (5 min)
Publish your first campaign (10 min)
Log events & identification (30 min)
Psst! You can 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.
Hey - this is actually the only step needed to publish a campaign on your site. Customization, event-logging and integration can wait a little if you're eager to go live.
Step 2. Customize your brand
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, colors and a default campaign style. If you have multiple accounts in Triggerbee - 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?! Here are some common integrations, but you'll find the complete list in Apps & Integrations.
Note: If you are using an email tool that we don't have a direct integration to, check out our Zapier integration that allows you to bridge Triggerbee to almost any other tool.
Step 4. Log events & identification
Events are used to enhance your visitor data, build audiences, and display ROI for your campaigns. They can be stand-alone but are usually logged together with the email address that performed the event, as well as with the revenue for purchases.
Identification (login email addresses) of your visitors is a crucial part of working with Triggerbee and personalization in general. When you know who your visitors are, you can pinpoint messages toward (or from) them even better.
Event-logging is not necessary to go live with a campaign, but it's highly recommended to improve your audience targeting. Skip this step for now if you want to go live with your campaign quickly.
Step 5. 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.