SalesWings provides you with an intuitive way to gain insights and profile your leads and contacts from all of your data: the Falcon rule builder.
Index 📋
Rule Behavior & Guidelines
The following guidelines are important to note ℹ️
Make sure that you define the use cases and goals with your team before setting up tags
SalesWings support is available to help you set up or review your rules
New tags are always applied for all leads, retrospectively and automatically moving forward
For example, if you create a new tag based on a pricing page visit, all your existing leads will be updated with the tag. Future leads visiting the page, will automatically be tagged
Changes to your tags will be updated and will also reflect the changes in Salesforce, Marketing Cloud, and other integrations you use
Applying rules may take several seconds or minutes, depending on the volume of leads you have
SalesWings Rule Builder
Tagging Builder Interface
With our intuitive, no-code rule builder you can easily define rules when leads automatically pick up tags, or when their score should change.
Important is that you align on use cases with your team, and set them up with purpose in mind. Your success manager is available at any time for a work-shop or session! 🙂
Tag Builder Interface
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Click + to create a new tag
Give the tag its name
Choose generic words so that your colleagues understand the purpose and meaning when seeing it
Consider using prefixes to categorize tags, to make it easier to filter them when using tags in other systems. For example "UK - Service interest" for a tag specific to the UK market
Choose a color for the tag
If you don't select a color, that Tag is white
Tags are sorted by color in the sales insights view
Using the same color by tag category is a good idea, for example use "yellow" for all product related interests and "green" for all buying signals
You can choose to display or hide the tag in the sales insights view
Hiding a tag has no impact on the synchronization to other systems
Define your rules, when a tag should be applied / collected
Tagging Conditions, Rules and Groups
The various data points are available for all automations in SalesWings, whether for tags, or sales alerts.
Adding a condition
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Click + to add new rules, conditions, groups, or criteria
Select conditions in the drop down
Available Conditions and Logic
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Lead conditions
Attribute: Create a rule based on Custom Attributes which you received about leads
Email address: Create rule based on the leads email, or email domain (i.e. gmail, key accounts, competitors etc)
Tags: Create rules based on Tags. You can also create a new Tag when a lead has 2 related tags, for example to identify cross-selling opportunities or bundle interest
Predictive Score: Create a rule depending how engaged a lead currently is
Score: Create a rule when a lead has a certain score / reaches a score threshold
Event Conditions
Custom Event: Create a rule when a lead has received a Custom Event
Form Submit: Create a rule when a lead has submitted a form on a specific URL
Page Visit: Create a rule when a lead visits a specific URL. Keep in mind that this includes UTM and other parameters, if you'd like to run a rule when someone clicks on a campaign, channel, medium or else (useful for Counters)
Logic
Group: Create more granular rules and nested rules
Building Rules and Examples
💡Form Submission example
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Here we choose to run a rule when a form is submitted
Conditions available to filter
URL: Defines on what URL the form has to be submitted
Referrer: Defines from where the lead came to reach the page, where the form was submitted
Date: Defines during what date range the form has to be submitted
Relative Date: Defines during what time range the form has to be submitted
💡 Form submission - Rule example
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In the above example, the rule will be triggered when a form is submitted on a URL where the keyword "blog" is present.
💡Page visit example
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Select your condition, here the "Page Visit"
Click on + to add choose filter conditions, which will identify the exact page visit
Here we look at a URL with a specific UTM parameter to target a campaign click
Create a Group (see below) to do more granular rule building
Click here to copy a condition
💡Page visit & Date based rule example
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Here we want to run a rule based on a page that was visited
Choose how your criteria should be behave
ALL: this means all defined conditions have to be true for 1 single URL
ANY: this means at least 1 defined conditions has to be true for ANY URL visited
In this example, the URL has to have both texts in the same URL, so both "utm_campaign=spring" AND "/download-guide", for example:
www.website.com?utm_campaign=spring > Rule does NOT run, because "/download-guide" is missing
💡Page visit & Date based rule example
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In the above example, the rule will be triggered when a URL is visited with a UTM parameter "utm_campaign=spring" (i.e. from a spring paid or email campaign) AND the same URL needs to have the text "/download-guide" in the URL.
You can now, for example, select a date range when the page has to be visited
Pick an option and a date
You can define your time zone in the tab "Account Settings"
💡Page visit & Relative Date based rule example
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Pick "Relative date" to look at a time range
Pick whether the page should be visit before or after a certain time range
You can now measure the relative date in several intervals
💡Page visit with granular rule using "Group"
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Use a "Group" to nest additional rules for highly targeted rules
Choose ALL or ANY, like described above
In this example, because we choose ANY, the same URL needs to have either "whitepaper-1" or "whitepaper-2" in the URL, on top of the other rules
Getting Support 🙂
As always, don't hesitate to contact our friendly support if you want to show a rule that you have built, or have questions!