Best practices

Identify Person-Level Website Visitors and Automatically Reach Out With a Personalized Email

NOTE: THIS STRATEGY ONLY WORKS FOR USA VISITORS 🇺🇸. You need to sign up for R!B2B. The free version is sufficient (in this article, we explain how to save the $499 it costs normally). You also need a Slack account and a paid Zapier account.

Alright folks, buckle up because we're about to dive into a super cool, effective way to boost those B2B leads of yours. Ever heard of combining the powers of R!B2B and Luna.ai for an unstoppable prospecting machine? No? Well, you're in for a treat. This strategy leads to the highest positive reply rates we've seen among our users.

The Dynamic Duo: R!B2B and Luna.ai

First off, let's get the introductions out of the way. We're talking about two superheroes in the prospecting world. R!B2B, with its person-level website visitor identity product, and Luna.ai, the master of personalized cold outreach. Together, they're like peanut butter and jelly – perfect on their own but unstoppable together.

To set the stage:

  • We will demonstrate how to use R!B2B to identify person-level website visitors (around 30% of your website visitors located in the US) and filter them based on your Ideal Customer Profile (ICP).

  • Additionally, we will show you how to automatically retarget these visitors with personalized cold emails using Luna.ai.

1. Capture Leads with R!B2B and Send them to Slack

  1. Sign up for R!B2B. Quick setup, under 3 minutes.

  2. Install R!B2B Pixel: This tracks your website visitors.

    Tracking script R!B2B

  3. Connect to Slack: R!B2B sends visitors' LinkedIn profiles to a dedicated Slack channel.

Integrate R!B2B with Slack

Need more help? Check out this help article R!B2B wrote.

2. Set up a New Playbook in Luna.ai and Enable API leads

  1. Create a new playbook in Luna.ai.

  2. Navigate to the "Leads" section.

  3. Click on "Configure lead sources".

  4. Click on "Configure API Leads".

  5. Ensure that the API source is enabled (🟢) for your playbook (essential for the leads to be added successfully).

3. Step-by-Step Guide for Creating the Zap

Step 1: Set Up a Trigger and Filter Leads

  1. With the information provided in the "Configure API Leads", go to Zapier to create a Zap.

  2. Log in to your Zapier account and click on "+ Create" -> "Zaps".

  3. Create a new zap: Name it something like "R!B2B Leads to Luna.ai".

  4. Choose Slack as your trigger app: Set it to trigger on a new post in the designated Slack channel.

  5. Filter by Job Title: Only proceed with leads matching your Ideal Customer Profile (ICP).

Set filters in Zapier

Step 2: Extract Fields from Slack using Zapier's Formatting Functionality

Extract the website, email address, and full name with Zapiers' Formatter. Use the pattern below to extract the website and the full name of the lead.

Extract information from R!B2B and forward to Luna.ai
Pattern step 3 below:
[A-Za-z0-9._%+-]+@([A-Za-z0-9-]+\.[A-Za-z]{2,})

Pattern step 5 below:
[A-Z][a-z]+\s[A-Z][a-z]+

Step 3: Set Up Your Luna.ai Action

  1. Choose "Luna.ai" as your action app.

  2. Select "Add Lead to Playbook" as the action event.

  3. Follow the instructions to connect your Luna.ai account.

    1. You'll need your account's API key, which can be found in your settings.

  4. Enter your Playbook ID and API Key (you can find these in the "API Leads" tab of your Luna.ai playbook).

  5. Map the fields to the corresponding fields in Luna.ai (e.g., first name, last name, email, company website, etc.)

    Map the fields to the corresponding fields in Luna.ai

  6. Add an identifier for your Zap (e.g., "ICP website visitors") to help you track the source of your leads.

Step 4: Test and Publish Your Zap

  1. Test your Zap to ensure the data is being mapped correctly and the leads are successfully added to your Luna.ai playbook.

  2. If the test is successful, publish your Zap.

  3. Your Zap is now live, every qualified lead from R!B2B will automatically enter your Luna.ai playbook.

Luna.ai Email Example

Now that leads are flowing into your Luna.ai playbook, it's time to set up the AI training zone to craft those personalized emails. Here's an example of how we've set up our playbook:

Example email for retargeting website visitors


What Does it Cost?

Alright, let's talk about the secret of saving big bucks with this setup. Usually, if you wanted to see who's checking out your website with R!B2B, you'd be shelling out $499 monthly. But here's the deal: with this Zapier trick, you're bypassing that cost.

Luna.ai offers a free plan that lets you start without paying anything. So, what's the catch? Practically nothing. Your only expense in this operation is Zapier, which is $69 a month.

So, you get premium access without the premium price tag, all for less than what you might spend on a weekly coffee run.

Wrapping It Up

By leveraging R!B2B, Slack, Zapier, and Luna.ai, you're not just saving a ton on prospecting tools but you're setting up a system that automatically brings in leads with a high buying intent, ready for personalized outreach. This setup is not just about automation; it's about making every lead feel personally attended to without the manual hassle. Happy prospecting! 🚀

Inbound leads
Sales strategies
Signal-based selling