Creating Rules-Based Lists for Visitor Page Visits

Lead Gen & CRM offers you the ability to dynamically segment tracked leads who visit your site based on what page they land on.

Creating a visitor list of leads allows you to keep track of many things, such as what is viewed or purchased.

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Article Contents

• Creating Visitor Lists

 

 

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers
Salespersons
Jr. Salespersons

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Creating Visitor Lists

You can create lists that populate based on who visits your sites. When creating visitor lists, you can also provide a referring URL, which is where the lead came onto your page from.

To create a visitor list, do the following: 

1. Click Lists > New List in the left toolbar.
   
   

    

2. Create a rules-based list.
3. Add an initial or additional rule.
   
   

    

    
4. Select visits the page, located under Site.
   
   
    
5. Enter the website URL in the Input page field.
6. Select the desired number of times in the timing drop-down menu.
7. Select the desired conditional in the conditional drop-down menu.
8. Enter the referrer URL in the Input referrer text box.
   • Note: The website and referrer URLs must begin with either http:// or https:// in order to be considered valid.
9. Click Save.
   
   

    

 

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