Destinations

Plays

6 running - 589 people routed this month

1 play not delivering - 71 records held Last run 12 min ago
Plays running
6
Continuous 4Daily 1Weekly 1
Routed this month
589
Of 612Suppressed 23 ? Overlap ?
Attributed
$38,400
Deals 14From 3 of 6 plays
Held by guardrails
251
Out of area 208Suppressed 23DNC 10 Called 7Other play 3
Every play waits 15 minutes. No plan or setting shortens it. Locked step 4 in every builder below. ?

Your plays

6 running - each against its own denominator ?

Jump to the builder

Grow the list - every deliverable email

Running
Trigger On identify Audience Every deliverable email Guardrails 3 on Runs Continuous No phone needed ?
Klaviyo - Riverbend - website visitors Tagged by category Edited 2 days ago
141 of 612 identified - 23%
New 78 Re-tagged 63 ? Deals 3 Value $8,200 Synced 12 min ago

High intent, in area - to the call queue

Running Opening line set
Trigger On identify Audience High intent - in service area Guardrails 5 on Cap 40 a day Phone appended, DNC clear
Call queue Klaviyo - hold from nurture Calling hours only Edited 6 days ago
134 of 612 identified - 22%
Reached 68 Conversations 24 Held by guardrails 228 of 377 ? Deals 9 Value $24,600 Ran 22 min ago

Rolling 90-day Meta audience

Running
Trigger On identify Audience Everyone, rolling 90 days Guardrails Opt-out only Rebuilds Daily 4:00am Matched on name + address ?
Meta - "Riverbend - identified visitors" Connection healthy Edited 11 days ago
589 sent of 612 identified ?
Matched this month - Meta reports 350-450 ? Matched so far - Meta reports 700-800 ? Rebuilt 4:02am Deals Not counted ?

Postcard run - priced a replacement, never converted

Running Fridays
Trigger 7 days, no outcome Audience Home value $400k+ - postcard run Guardrails 2 on Runs Weekly, Fri Needs address only ?
Lob - postcard run Next run Fri 2 Oct Edited 14 days ago
26 of 131 postal-only - 20%
Batches 4 Pieces 26 ? Postage $29.90 Responded 5 Deals 2 Value $5,600 Last batch Fri 25 Sep

Everything to Go High Level, tagged

Not delivering since 27 Sep
Trigger On identify Audience Everyone not opted out Guardrails Opt-out only Runs Continuous Needs name + address ?
Go High Level - Riverbend Heating & Air Edited 21 days ago
The play is running. Its destination is refusing.
71 records held, not lost - they replay on reconnect. ?
Held 71 Since 27 Sep 06:12 Error 401 invalid api key Hold window 30 days
Reconnect
What this writes to your CRM
The page-by-page trail is never written to your CRM, on any plan.
Writes: name, postal address, email, phone, age band, income band, home value, owner or renter.
Writes: source = visitor-pixel, play = <play name>, audience = <audience name>, first-seen date.
Never writes: URLs, referrer, session times. They stay in this app.
589 of 612 identified - 96%
Routable 589 of 612 ? Delivered 518 Held 71 Last accepted 27 Sep 06:09 Deals Attribution only ?

Opt out once, out everywhere

Always on - cannot be paused or deleted
Trigger Unsubscribe, DNC or asked ? Audience That one person Runs Before every other play Reaches All 6 destinations ?
Klaviyo Meta Go High Level Call queue Lob Webhook
23 people removed this month
Unsubscribed 11 DNC list 7 Told a rep 5 Median time to gone 4 min
Upload a suppression list

Inside a play

Six steps - the same six for a call or a list ?

Open
Grow the list - every deliverable email
Since 14 AugSam Kv7
1
Trigger
evaluated once per person, on delivery
2
Audience
Edit this audience
612 identified 147 with a deliverable email -6 suppressed 141 routed
No email 465 ?
3
Guardrails - what they stopped this month
Frequency cap
Once per person per 90 days.
Re-tagged 63 of 141 ?
Exclude suppressed and DNC Locked on
Unsubscribes, your list, federal and state DNC.
Removed 6No off switch
Service-area limit Off
Would be 40 miles of Rochester, MN.
Off on purpose ?
Quiet hours Not applicable
Adds to a list; sends nothing.
Send window Klaviyo's
Exclude anyone contacted recently
Contacted by any play in the last days.
Hit this cap 0All plays counted ?
Delivery floor - set by us
Wait 15 minutes after the visit ends
Compliance buffer
You cannot edit this step. Applies to email exactly as to a call. ?
5
Destinations - 1 on this play
Klaviyo - list "Riverbend - website visitors"
Since 2 AugSynced 12 min agoThis month 141
Healthy
Tag by what they were reading
replacement-shopper 61 maintenance 44 heat-pump 22 financing 14
A category, never a URL ?
The first message, which ships with this play
Subject: What a furnace replacement actually costs in Rochester this year
"You're on our list for the Rochester area, so here's the one we send every October - real installed prices, what drives them, and the three questions worth asking any company that quotes you."
Same rule as a call: never the website, never the pages. ?
6
Schedule
every 15 minutes, never before the floor
Last sync 12 min ago Then 3 people Daily cap None Allowance 468 of 750

Start from a template

Other kinds of business - same six steps, pre-filled ?

See all destinations

Identification is the input.
The play is the product.

612 identified this month. The six plays above decided what that was worth.

Build an audience first See what they earned
15 minutes, on all six
Not a plan feature. Not a setting.
One opt-out clears all six
Meta audiences and the print batch included.
Your CRM stays your CRM
We route and tag. Nothing else.

Design mockup. Every name, figure and address is invented.