Post-Conversion

Retargeting Trigger Agent

Tags abandoned visitors in the CRM and pushes updated retargeting audiences to Facebook Ads with a parallel SMS sequence, refreshed in real time.

Overview

The Retargeting Trigger Agent identifies visitors who left your site without converting, tags them in the CRM, and syncs them to Facebook for retargeting ads while sending parallel SMS.

What Retargeting Trigger Agent Solves

Visitors come to your website but leave without contacting you. You have no way to reach them again. They see your ads once and forget. Retargeting Trigger Agent identifies all site visitors (tracked via pixel), tags them in the CRM, and syncs to Facebook for retargeting ads. In parallel, an SMS sequence is sent. Same visitor gets both ads and SMS from your team.

How It Works

Website visitors are tracked via pixel. Abandoners (no contact form submission) are tagged and synced to Facebook. An SMS sequence fires in parallel.

Visitor Tracking & Abandonment Identification

The agent tracks all website visitors via pixel. Those who leave without converting are tagged as abandoners.

Monitor site pixel for all visitors

Track: pages visited, time on site, device, location

Identify abandoners: visited site but didn't submit form or call

Extract: visitor email (from pixel syncing with Lead ID), phone (if available)

CRM Tagging & Facebook Audience Sync

Abandoners are tagged in the CRM and synced to Facebook as a custom audience for retargeting.

Create/update CRM contact for visitor if new

Tag: 'Abandoned visitor — [date], [pages visited]'

Sync visitor email list to Facebook as Custom Audience

Create retargeting ad campaign: 'You looked at [property]. Here's what you missed.'

Parallel SMS Sequence & Engagement Tracking

While Facebook retargeting runs, SMS messages are sent to captured phone numbers. Engagement is tracked across both channels.

Send SMS day 1: 'Noticed you looked at [property]. It's still available. [Link]'

Send SMS day 3: 'Last chance: [property] likely to sell this week. [Link]'

Track: SMS opens, clicks, replies; Facebook ad clicks

If reply or click: escalate to agent, pause Facebook ads for that person

Key Benefits

✓Dual-channel (SMS + ads) ensures abandoned visitors are reached twice

✓Real-time audience sync means retargeting stays fresh

✓SMS direct response = faster conversion than ads alone

✓Abandoned visitors are warm — already interested in your product

Related Agents

Lead Engagement

Post-Visit Re-Engagement Agent

Event & Launch Campaign Agent

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