Groups Campaign Tracking
HOW TO SET UP YOUR GROUPS IN SYLO
1. ADD A GROUP
You can go into the Groups section and click Add group (+ button) to Create the groups would like to track.
2. ADD YOUR EXISTING CONTACTS BY SELECTING A LEAD SOURCE
There are different types of Groups you can create. Simply name your group, add a description and choose your existing lead source integration or Upload contacts. (You can Skip this step if you dont have an existing lead source or only wish to add & track new leads)
3. CHOOSE THE TRIGGERS YOU WANT TO IDENTIFY THIS GROUP WITH
Visited Page Contains: Is used to track Leads that come into Sylo when a lead lands on a certain page URL.
important to Include this as the first step
Field Value Matches: Specifically filters your by demographic like age, gender, city, state, or custom field.
Appointment Set: This can track who converts to an appointment on your calendar.
Unsubscribe: This can track who Unsubscribes after landing on a certain page.
We recommend creating a separate "unsubscribe" group that includes all of your landing pages to filter these out into one group.
3. SELECT THE AUTOMATION FOR LEADS TO THAT MATCH THESE FILTERS
You will need to have Automations set up and ready for when a lead matches your defined filters.
Once a Lead
4. SELECT THE CONVERSION EVENT THAT INDICATES IT'S TIME TO FOLLOW UP
Once your leads complete a specific "Conversion Event" in the automation you chose,. You can choose to send them to an automation for converted lead follow up, move to a conversions group or send to a CRM via webhooks.
Once you have setup your Group you can view options by hovering your mouse over the group.
You can Edit, Delete, View Leads, or Send a Broadcast
Updated on: 09/18/2023
Thank you!