This guide walks you through the essentials, from installing Triggerbee on your website to creating and publishing your first onsite experience. You'll also learn how to connect your marketing tools and set up visitor tracking to get even more value from Triggerbee.
Want to get started quickly? You only need the Triggerbee tracking code installed to publish your first onsite experience. The remaining setup can be completed later.
The 5 steps to set up for success
Install Triggerbee Tracking
Customize your brand
Integrate your email tool
Create your first onsite experience
Set up identification and event tracking
Step 1. Install Triggerbee Tracking Code
The first step is to install the Triggerbee tracking script on your website. This allows Triggerbee to track visitor activity, collect analytics data, and display onsite experiences to your visitors. You'll find your tracking code under My Triggerbee -> Account Settings -> Developer
We recommend installing with Google Tag Manager or Shopify (if you have Shopify).
Once installed, make sure the tracking is working correctly before moving on to the next step.
Read more about the installation process here:
Step 2. Customize your brand
Make your onsite experiences match your website by setting up your brand colors, fonts, and default styles in Triggerbee.
These settings will automatically be available when creating new onsite experiences, making it easier to maintain a consistent look and feel across your website.
Navigate to Account Settings -> Customization to customize your brand.
Step 3. Connect your email tool (optional but recommended)
If you're using an email marketing platform or CRM, we recommend connecting it to Triggerbee before creating your first onsite experience.
Integrations allow you to automatically send collected data, such as email addresses, form responses, and visitor information, to your existing marketing tools.
To get started, navigate to My Triggerbee -> Apps & Integrations in Triggerbee and connect the platform you're using.
Don't use a marketing tool? No problem! You can still create and publish onsite experiences without an integration.
Shortcut to our 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. You can also work with Webhooks.
Step 4. Log events & identification (optional but recommended)
Take your Triggerbee setup to the next level by tracking important visitor actions and identifying visitors on your website. These features help you understand visitor behavior, create more personalized onsite experiences, and measure their impact.
Event Tracking – Track important actions such as purchases, signups, and other conversions to measure performance and build audiences based on visitor behavior.
Visitor Identification – Identify visitors using information such as email addresses or customer IDs. This allows you to recognize returning visitors and create more personalized experiences.
Both features require additional setup on your website, but they unlock more advanced targeting, personalization, and analytics in Triggerbee.
Choose one of the following options for tracking:
Note: Event-logging is not necessary to go live with an experience, but it's highly recommended to improve your audience targeting. Skip this step for now if you want to go live with your experience quickly.
Step 5. Publish your first Onsite Experience
Now that you've set up Triggerbee, it's time to create your first onsite experience!
Onsite experiences allow you to engage visitors with personalized messages, collect email addresses, promote offers, gather feedback, and much more – directly on your website.
Navigate to Onsite Experiences and click Create Experience to get started.
You can choose from our ready-made templates or create an experience from scratch. From there, you can:
Customize your content and design – Add text, images, buttons, forms, and other elements to match your brand.
Configure targeting – Decide which visitors should see your experience, on which pages, and when it should appear.
Preview and publish – Test your experience to make sure everything looks and works as expected before going live.
Once published, you can follow its performance in Triggerbee and see how visitors interact with it.
What's Next?
Congratulations! You're now ready to start exploring everything Triggerbee has to offer.
Continue exploring our guides to learn more about targeting, personalization, analytics, and optimization, or jump straight into Triggerbee and start experimenting with your own onsite experiences!
Need help or have questions? Reach out to [email protected] – we're happy to help!