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How does Triggerbee work? (Short version)

In this guide, we'll walk you through how Triggerbee works in five simple steps.

Triggerbee is an onsite personalization platform that helps you create more relevant and engaging experiences for your website visitors.

By combining visitor behavior, audience targeting, and data from your marketing tools, you can deliver personalized messages, collect valuable customer data, and drive conversions – all directly on your website.

For example, instead of showing a newsletter signup to an existing subscriber, you can show them an exclusive member offer or a personalized recommendation.

Here's how Triggerbee works in five simple steps.

1. Track your website visitors

By installing the Triggerbee tracking script on your website, you can start understanding your visitors and their behavior in real time.

See where visitors come from, which pages they explore, and how they interact with your website. This data helps you understand your audience and create more relevant onsite experiences.

2. Create audiences and connect your CRM

Use the visitor data collected by Triggerbee to create audiences based on behavior, interests, and previous interactions with your website.
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By connecting your CRM or marketing platform, you can also use existing customer data to recognize visitors and create more personalized experiences.

For example, you can target new visitors with a newsletter signup while showing existing customers exclusive offers or relevant recommendations.

3. Design personalized onsite experiences

Use Triggerbee to create personalized onsite experiences, such as popups, banners, forms, and embedded content, that engage visitors directly on your website.

Design your onsite experiences using Triggerbee's visual editor. Customize layouts, colors, fonts, and content to match your brand, and add interactive elements such as buttons, forms, images, and multi-step flows.

Start from scratch or use one of our ready-made templates to bring your ideas to life.


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4. Target the right visitors

Make your onsite experiences more relevant by showing the right message to the right visitor at the right time.

With Triggerbee, you can target visitors based on their behavior, interests, traffic source, previous visits, and customer data. You can also control where and when your experiences appear.

For example, show a welcome offer to first-time visitors, encourage returning visitors to become members, or display a personalized message to visitors who have shown interest in a specific product category.

5. Grow with insights and optimization

Once your onsite experiences are live, Triggerbee helps you understand their performance and impact on your business.

Track key metrics such as views, clicks, form responses, conversions, and revenue. Use analytics and funnels to understand visitor behavior, identify opportunities for improvement, and see how your experiences contribute to your goals.

With these insights, you can test different messages, designs, and targeting strategies to continuously improve your results and grow your business.

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