On-site marketing isn’t just for e-commerce and media. It’s an essential part of how B2B sites convert interest into action. Triggerbee makes it easy to build these experiences without coding, and integrates with your CRM and ad platforms to tie everything together.
With tools like popups, banners, personalized content, and embedded forms, B2B marketers can use their website as an active part of the sales process, not just a place to host information. And it doesn’t need to be pushy or intrusive. When done right, onsite marketing guides each visitor based on where they are in their journey.
In this article, we’ll walk through how B2B teams can use onsite marketing in every stage of the customer journey, from awareness to closed deals, and how Triggerbee helps make it happen.
Awareness Stage: Make the First Impression Count
At this point, your goal is to attract and educate anonymous visitors.
Common use cases in Triggerbee:
Website personalization: Show tailored banners based on source.
On-site user journey tracking: Use Triggerbee to understand where new visitors come from and guide them towards valuable content.
Popups to introduce the brand: Use exit-intent or scroll-based triggers to offer lead magnets or product guides.
Sales rep support: Trigger a demo form from the sales team for first-time visitors, offering help or resources.
Explore Stage: Engage and Educate
Visitors are evaluating their options—your job is to show value.
Common use cases in Triggerbee:
Quiz or self-assessment: Use embedded forms or multi-step popups to help visitors evaluate their needs.
Social proof: Use overlays or sticky bars to show logos, reviews or testimonials.
Short forms: Use inline forms on product or resource pages to collect leads without friction.
Sales rep support with qualifying questions: Engage returning visitors with a context-aware demo form.
Analyse Stage: Help Prospects Make the Case Internally
This is often the silent phase—visitors are researching, but not converting yet.
Common use cases in Triggerbee:
Smart popups based on visit behavior: Detect comparison behavior and offer helpful guides.
Retargeting setup: Export your collected profile data to Meta or other retargeting or ad platforms.
Personalized banners: Show industry-specific messaging (if you have tagged your profiles) or highlight differentiators.
Nurture Lead Stage: Stay Top of Mind
At this stage, visitors may have already converted to leads. Your job is to stay relevant.
Common use cases in Triggerbee:
Email nurturing triggers: Sync with your CRM to trigger on-site messages only for known leads.
Content marketing support: Highlight whitepapers, webinars, or gated content with on-site promotions.
Sales rep support: Show targeted messages when leads return, like “Your contact is waiting to talk.”
Convert to Sales: Make the Conversion Easy
Make it as easy as possible to book a demo, talk to sales, or sign up.
Common use cases in Triggerbee:
Conversion banners: Add sticky CTA banners linking to contact forms or booking tools.
Manual sales triggers: Trigger a popup when a target account is visiting high-intent pages.
A/B testing and analytics: Use campaign metrics to see what drives actual meetings or bookings.