Getting Started

Web Rules

Getting Started with Agile CRM

Web Rules

Web Rules automate actions in response to user activity on your website. You can use web rules to show popups, surveys or forms, automatically increase a lead score, add contacts to a specific email campaign when they visit a specific product page, and much more.

For example, when visitors are about to leave your website, you can show them a popup with a signup form for your email newsletter. Or when one of your Agile contacts visits a specific product page, you can automatically send them a personalized email asking if they need a demo.

In this Getting Started Guide, we’ll learn how to set up Web Rules, how to create a Web Popup, and how to add Agile Analytics code to your website so that web rules work correctly!

Adding the Code

For web rules to work, you need to add Agile Analytics code to your website. (Don’t worry, it’s a fast and easy process -- we’ve already done the complicated part for you.)

Login to your Agile Dashboard and go to Admin Settings > API and Analytics.

Click on analytics code

Click on Analytics Code.

Tracking code with web rules

The Analytics Code section of the page expands to show your personalized web analytics code for integrating your website with your Agile account.

Click on the Tracking code with Web Rules enabled tab.

Copy that code and paste it in the Header or Footer of your website’s HTML code. This ensures that web rules and visitor tracking will work on all pages of your site.

Now let’s learn how to take advantage of that new code to create popups, web forms, and other automations in response to contact activities.

Setting Up Web Rules

Open the main Web Rules page in your Agile Dashboard.

Web rules page

Click on + Add Web Rule.

Create web rule

You’re required to name the web rule, define a condition to be satisfied, and choose an action to perform when that condition is satisfied. Beyond those basic requirements, you can make your new web rule as simple or complex as you’d like.

The default Web Rules form only shows one condition. To add more conditions, just click on the + (plus sign) next to a current condition.

Various conditions

Under Conditions, you have the following options. We have defined them here for a popup, but they work with any of the available actions, such as changing a contact’s lead score.

  • Page URL - Enter the page where you would like the popup to appear.
  • Referrer URL - If you would like the popup to show only when a customer comes from a particular referring URL, enter it here.
  • Frequency - Choose how often the popup should appear.
  • Device - Use this condition to show the pop up on your website only if the visitor is using a mobile device (ie. if they are browsing your site on their smart phone).
  • Tag* - If you would like the pop up to show up only to those contacts who have a certain tag added to them, you can use this option. You will be required to enter the name of the tag.
  • Tag and Created Date* - Display the popup only if the contact has a certain tag and it was added to them within a specified time frame.
  • Lead Score* - Display the popup to contacts based on their lead scores. You can define a specific lead score or choose a range of “less than” or “greater than”.
  • Created* - Display the popup based on when the contact was created. You can choose a specific calendar date or date range.
  • Company* - If you want a popup to show up to contacts who are visiting your website from a certain company (defined by your Companies list in Agile), then choose this option.
  • Job Title* - Only show the popup if the contact has (or doesn’t have) a particular job title, such as “CEO”.
  • Owner* - Show the popup based on whether or not the contact has a particular owner in your Agile account.
  • Visitor Type - Display the popup based on whether the web visitor is “Anonymous” or an “Existing Contact” in your Agile account.
  • Country - Display the popup based on the web visitor’s location.
  • Shopify Cart Conditions - You can choose from a list of Shopify cart conditions. Only if these are true will the popup appear.

* Conditions marked with an asterisk only work when an existing contact (someone already added as a contact in your Agile account) visits your website.

After you have defined the desired conditions for this web rule, you need to choose which Action or Actions to perform. Available Actions include displaying a popup or notification (“noty”) message; adding or removing a contact from a campaign; adding or removing a tag; changing the contact’s lead score; or executing some custom JavaScript code (in that case, you can enter the JS code directly in the Action window).

Popups require extra setup steps. Please keep reading below to complete the process.

When you are finished setting up your new Web Rule, remember to click Save!

Building Pop Ups and Web Forms

Agile provides a number of free templates for web forms and popups. You can also paste HTML code from a popup you already created elsewhere. In this example, we’ll set up a basic web popup.

After clicking + Add Web Rule (see above), select Modal Popup under Actions.

If you already have the HTML code for your popup you can paste it in the HTML box. Otherwise, continue with the following steps to create a popup using one of Agile’s free templates.

Popup settings

Click on Select a template/Edit in HTML editor.

Popup templates

Choose a template in the window that pops up. Templates that include entry forms for name/email include code that will automatically add new signups to your Agile CRM account as contacts.

Preview of popup

When you click on a template, you’ll see a preview of the popup. If you like what you see, click on Load in Editor.

Edit your popup visually, or go to Tools > Source Code to edit the HTML directly.

Click Save and the HTML code for your customized popup will appear in the Modal Popup’s HTML window.

Customize popup

Another option is to create a popup from scratch. To do this, click on Select a template/Edit in HTML editor and then click on Create your own.

Create a popup using our visual HTML editor. You can add images, text, links, etc.

As with our pre-designed templates, just click Save when you’re done editing and the HTML code you’ve created/modified will be added to the Modal Popup’s HTML window.

After you finish designing the popup, you’ll need to define where to show the popup and when to show it.

Where to show refers to the placement on the web page.

When to show refers to the visitor’s browsing behavior. For example, you can choose to show a popup only when a customer scrolls to the bottom of the page or when they are about to exit the page.

Once your popup is complete, click Save to add it to your site.

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