Trigger reports are an essential feature for Lead Forensics. They automate various functions within your portal, from notifying users about visitors to your site to applying actions like categorization and assignments.
Here is a list of all the trigger reports currently in your portal. These reports cover different types of data, ranging from sales opportunities to marketing insights and more.
To create a new trigger report, start by giving it a name that reflects its content or actions. By default, trigger reports are personal, but you can enable this checkbox to make them accessible to other users.
Next, build the filter criteria. For example, you might set criteria for visits from the UK and USA with companies that have greater than 100 employees.
Once the criteria are defined, choose the action you want to complete. All visits that meet this criteria will be actioned accordingly. Your options include:
- Assign – Assign the visits to a user.
- Create Lead – Create a lead in the lead manager and specify who will manage it.
- Categorize – Apply a color-coded category to the visits.
- Notification – Notify users of all visits that match the criteria, with options for real-time alerts and/or scheduled reports.
You may apply more than one action per trigger report. Once you have defined your criteria and actions, click save to enable the report.
You can edit, copy, disable, enable, and delete trigger reports using the options on the right. You can also expand the view using this arrow to see an overview of the filters and actions for each report.
Trigger reports are linked to your visitor list filters. We recommend creating a trigger report in the visitor list as this allows you to see the filters' effects before enabling actions.