Triggerbee

General Campaign Statistics

Assisted Sales Analytics

Attribution & Revenue Settings

Incentivized Sales

Engagement funnel

Evaluating and Optimizing Campaigns

Your dashboard gives you a quick overview of your objectives, onsite experiences, engagement, and business outcomes. Use it to track key metrics, spot trends, and understand how Triggerbee affects your…

Intro to Triggerbee Dashboard

Understanding how your website and onsite experiences perform and affect your sales

Analytics

Brand Settings

Interest Profiling

Buying Intent

Goals & Events

Customization & Events

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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