Duo Copilot allows you to leverage website visitor data as a signal to identify and engage high-intent leads. Since website visitor data is not natively supported by Amplemarket, you’ll need to import this data from your CRM (e.g., HubSpot or Salesforce) and configure it as a third-party signal. This article walks you through the process step-by-step.
Prerequisites
- Access to website visitor data in your CRM (e.g., a HubSpot list or Salesforce report).
- Admin access to Amplemarket to configure integrations and signals.
- An active integration between Amplemarket and your CRM.
Here is a quick video showing you how to set this up:
Step 1: Import Your Website Visitor Data into Amplemarket
Before setting up the signal, ensure your website visitor data is available in Amplemarket via your CRM integration.
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Navigate to Integrations:
- Go to Settings > Integrations in Amplemarket.
- Select your CRM (e.g., HubSpot) and confirm the integration is enabled.
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Enable CRM Lists in Searcher:
- Within the integration settings, ensure the option for HubSpot/Salesforce Lists as Searcher Filters is enabled. This allows Amplemarket to pull in your CRM lists.
- Within the integration settings, ensure the option for HubSpot/Salesforce Lists as Searcher Filters is enabled. This allows Amplemarket to pull in your CRM lists.
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Import Your Website Visitors List:
- Go to Searcher > Setup Lists.
- In the dropdown menu, select your website visitors list (e.g., “Website Visitors”).
- Click Save to import the list. Note: It may take a few minutes for the data to fully sync, but you’ll soon see results in the Searcher.
- Go to Searcher > Setup Lists.
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Verify the Data:
- In the Searcher, filter by your newly imported list to preview the visitor data (e.g., contact-level or company-level entries).
Step 2: Configure the Website Visitors Signal in Duo Copilot
Once your data is imported, set up the signal in Duo Copilot to process and distribute it.
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Access Signal Setup:
- Go to Settings > Duo Copilot > Signals.
- Click New Signal.
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Select Third-Party Signal:
- Scroll down to Third-Party Signals.
- Choose Website Visitors.
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Select Your List:
- From the dropdown, select your imported website visitors list (e.g., “Website Visitors”). You can select multiple lists if applicable.
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Customize Advanced Settings (Optional):
- Review the Advanced Settings to define how Duo approaches these leads.
- Use the default prompt or customize it to tailor Duo’s outreach messaging for website visitors (e.g., “Mention they recently visited our site”).
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Apply Filters (Optional):
- Click Next and add filters to refine the data. For example:
- Apply a persona filter like “Marketing and Sales Leaders in Tech” to target specific roles.
- This ensures only qualified visitors are surfaced as leads.
- Click Next and add filters to refine the data. For example:
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Set Distribution Rules:
- Define how leads are distributed to your team (e.g., assign them to yourself or specific reps).
- Click Next to proceed.
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Save the Signal:
- Review your setup and click Save. Your signal is now created!
Step 3: Monitor and Engage Leads
- Processing Time: Leads may take a few minutes to an hour to appear in your Duo feed, depending on the data volume.
- Dynamic Updates: The signal is dynamically linked to your CRM. New visitors added to your CRM list will automatically sync to Amplemarket.
- Personalized Outreach: Duo will generate personalized, lead-level recommendations and sequences for each visitor, which you can review and send from your feed.
Key Features and Options
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Contact-Based vs. Company-Based Lists:
- Contact-Based: Duo surfaces individual contacts from your list, applying your filters and distribution rules.
- Company-Based: Duo identifies personas or buyers within the companies on your list, generating lead-level recommendations.
- Filtering Capabilities: Use Amplemarket’s filters to narrow down raw visitor data to your ideal prospects.
- Scalability: Add multiple lists to track different visitor segments simultaneously.
Troubleshooting
- List Not Appearing? Ensure your CRM integration is active and the list is imported via Searcher > Setup Lists.
- No Leads in Feed? Confirm your filters aren’t too restrictive and allow time for initial processing (up to an hour).
Next Steps
Once your website visitors signal is live, check your Duo feed regularly for new leads. Use Duo’s AI-generated sequences to craft bespoke outreach and convert these high-intent prospects into opportunities.
For more on configuring signals, see our Duo Copilot: How to Set Up Signals article.