Marketing automations are available on Nutshell Marketing Pro and above.
Turn website interest into timely follow up.
When someone visits your pricing, feature pages or any other key pages of your website, that moment can be a strong signal of intent. Marketing automations in Nutshell let you set up actions that run when a known person visits a specific page on your website, so sales and marketing can respond with messages and tasks that match what the person is exploring.
Instead of relying only on email link clicks, page-based automations respond to real website behavior, even if the page someone cares about was not the first page they visited. This helps your team connect the dots between browsing and buying with less guesswork and more context.
What are Marketing automations?
Marketing automations are page-based rules that run when a known person visits a specific page on your website.
For each page, you can:
Set up multiple automation rules
Combine one or more actions such as adding tags, enrolling someone in a drip sequence, add to a specific audience or creating a new lead
The automation runs when the page is visited, and when Nutshell knows who the visitor is, the actions apply to the correct contact.
Actions you can trigger
A page visit can trigger several helpful actions, including:
Adding the visitor to an audience
Adding a tag for segmentation
Enrolling the visitor in an email drip sequence
Creating a new lead with pipeline, assignee, and tags
You can combine actions so that one page visit can trigger multiple outcomes at once.
How to get started with Marketing automations
You can set up page-based automations in Nutshell by going to:
Marketing > Website> Automations
Add the Nutshell tracking snippet
For Marketing automations to work, your website needs the Nutshell tracking snippet installed. This snippet allows Nutshell to match website visitors to the correct person or lead when they visit a configured page.
To set up the tracking snippet, follow our step-by-step guide: Marketing: Setting Up Your Tracking Snippet.
Configure your automation(s)
To add a page URL you want to track, simply click the ‘Add new automation’ button in the top right corner.
Add the automation name and the URL you want to track.
Once added, you’ll be directed to the Automation tab, where you can configure your automation.
Simply click 'Add an action.'
And choose from the list of available actions, and be sure to hit save. You can add multiple actions to your automation.
When visitors are identified, your configured actions will run automatically.
Set up notifications for page visits
You can send a notification whenever a known visitor lands on a page. This helps your team act quickly while interest is high.
When setting up a notification, you can choose who should receive it:
Specific team member: Send the notification to a particular user
Person assignee: Notify the person assigned to the visitor in Nutshell
Related lead assignee: Alert the assignee of the associated lead
See who visited your pages and when automations ran
Each marketing automation page includes a Page activity tab where you can see recent visits of your identified visitors and when your automations were triggered. This is a helpful place to check what’s happening in real time and decide when to follow up.
What you’ll see:
Visitor name when the person can be identified
A link to the lead if the person is part of an open lead as well as the lead assignee
When the automation was triggered so you know how recent the visit was
See all your automated pages at a glance
Once you’ve set up your automations, the page will display as a list of all your automation pages. This makes it easy to get a complete snapshot of what’s running, see how each page is performing, and manage your automations efficiently — all from the same page where you configure them.
In this list, you can quickly see for each page:
Page name and URL: Identify exactly which page is being tracked
Configured automations: See the actions set up for that page, like tags, audiences, leads or drips
Last triggered: Know when an automation last ran
Views: See how many times known visitors have interacted with the page
Enabled toggle: Turn automations on or off without deleting them
This view helps you:
Quickly spot which pages are active and getting traffic
Review all automations in one place without opening each page
Manage your automations efficiently by enabling or disabling them as needed
How to manage automations in the list
Use the Enabled toggle to pause or activate automations for a page. Turning a page off stops automations from running, but keeps all your settings saved for later.
This lets you easily control what’s live, whether you’re testing, updating campaigns, or pausing a page temporarily.
See page visits directly on the person/lead timeline
In addition to viewing activity from the Page activity tab, you can also see important page visits directly on a person’s timeline.
When a known person visits a page that has automations set up, you’ll see a timeline entry showing:
Which page/s were visited
That the visit matched one of your marketing automation pages
When the visit happened
The duration of the visit
This helps you quickly understand what someone has been researching without needing to dig through raw tracking data or switch between pages.
Why this is helpful for follow-ups
Seeing these visits on the timeline makes it easier to:
Start conversations based on what the person is actually interested in
Time your outreach when engagement is highest
Share helpful, relevant information instead of guessing what to send
It brings website behavior and relationship history together in one place, so your follow-ups feel more natural and better informed.