Back to RB2B
Taylor Haren 1 min

Filtering Info to Create Custom Messages Based on URL


Taylor Haren teaches you how to filter information to create custom email messages based on URL of your site visitor.



0:00

All right, so here's going to be how to filter information so you can create

0:05

different messaging

0:06

primarily based on what URL these people are visiting.

0:10

And so here we have RB2B automatically sending data into clay via the clay

0:14

integration with webhooks.

0:16

If you don't know how to do that, look at one of the other tutorials to be able

0:19

to find that.

0:21

But here it's sending in data and RB2B is telling us what page they were on.

0:27

And we also have a rule set up inside of RB2B that's tagging people who visit

0:31

this page as a hot page.

0:33

But there's also other ways to do that.

0:35

Let's pretend that this wasn't here.

0:37

The best thing that we could do is we can add a formula column and go,

0:43

"If captured URL contains certain keywords that we want to look for."

0:50

So in this case it would be pricing, I want it to output pricing, for example.

0:58

And when we do this, what will happen is that it'll add a row.

1:04

And from here we can add conditional formulas later on that go,

1:08

"Hey, if this row contains pricing that I want you to do this or this,"

1:14

and you can go enrich further data, you can go use claygens to research their

1:17

website,

1:18

you could write specific lines in the email, maybe give them a special offer,

1:23

something like that.

1:25

You could also even have like claygint look at the person's website potentially

1:30

or your own website, and use that to feed some of the data for your replies.

1:34

There's a lot of different ways that you can go through it.

1:36

But here, because RB2B is sending us this captured URL, there's a lot that we

1:39

can do with it

1:40

where just adding this right here allows us to do so much more with it.

1:45

And at that point it's just the limit of your imagination.

1:48

And so.