Configuring and Using VisitorID

Configuring Important Contacts

Before you can use VisitorID features, you will need to configure Important Contacts settings.

To configure Important Contacts settings, do the following:

1. Click Settings in the left toolbar.
2. Click VisitorID, located under Tracking in the left panel.
   
   

    

3. Click the Important Contacts tab.
4. Select the desired management levels and, if necessary, checkboxes in the Management Levels section.
   
   

    

5. Click any or all of the desired checkboxes in the Important Contacts section.
   
   

    

6. Scroll down to click Save Settings at the bottom of the page.

Configuring Important Pages

In addition, you will need to configure Important Pages settings. Important Pages are web pages you deem important, and they track leads who visit said webpages.

To configure Important Pages settings, do the following:

1. Click Settings in the left toolbar.
2. Click VisitorID, located under Tracking in the left panel.
   
   

    

3. Click the Important Pages tab. 
4. Enter the extensions for important pages in the Page text box.
5. Select a color designation to a lead that identifies the pages they visited in the Color drop-down menu.
6. Optionally, add notes about the page in the Page Notes text box.
7. Click + Important Page.
   
   

    

Note: You can enter the desired color's hexadecimal value when selecting a color in the Color drop-down menu. Click    Remove to remove the page from VisitorID tracking.

Configuring Email Settings

You can configure which user roles can receive email results.

To configure email settings, do the following:

1. Click Settings in the left toolbar.
2. Click User Accounts, located under My Company in the left panel.
   
   

    

3. Locate the user that will be receiving the client's daily VisitorID email results.
4. Click    Options > Edit.
   
   

    

5. Scroll to the Notification Options section.
6. Click the Receive emails about web prospects for my company drop-down menu.
   • Choose from one of the following:
        •   Receive No Emails
        •   One Daily
        •   One Weekly
7. Click the Receive emails about web prospects for my clients drop-down menu.
   • Choose from one of the following:
        •   Receive No Emails
        •   One Daily
        •   One Weekly
   
   

    

8. Scroll to the bottom of the page. Click Save Changes.

Be aware that you will need to select to receive an email either daily or weekly in order to receive email VisitorID email notifications. This does not affect other automation notifications.

When enabled, these emails detail the following:

• The Receive emails about web prospects for my company option sends emails at a specific frequency about available prospective tracked leads that you should consider investigating.
   
• The Receive emails about web prospects for my clients option sends emails at a specific frequency to you about available prospective tracked leads for your clients that both you and your clients should consider investigating.

Note: Lead Gen & CRM users that have not opened an email or logged into the application for 180 days will have their system notifications suppressed. This includes VisitorID, billing, and automation-based notifications.

Important: As the internet evolves, anonymous visitor tracking has become less reliable. Lead Gen & CRM is placing greater emphasis on returning relevant leads by omitting anonymous visitor activity in VisitorID emails. You can still review anonymous visitor activity on the VisitorID page.

Excluding Domains

You can enter blocklist information and exclude a domain from VisitorID results.

To exclude domains, do the following:

1. Click Settings in the left toolbar.
2. Click VisitorID, located under Tracking in the left panel.
   
   

    

3. Click the Blacklisted Items tab.
4. In the text box, enter one of the following:
      •   The domain
      •   The IP address 
      •   The company name
5. Click Add Domain.
   
   

    

Leads with a tracked device will continue to show in VisitorID when they visit a tracked page of your site.

Unknown leads from the blocklisted domain will not appear until the point at which they become tracked.

Note: Domains match from right to left (example.com would match blog.example.com), and IP addresses match from left to right (127.0 would match 127.0.127.127). Clicking    Delete will remove the item from your list of exclusions.

Segmenting by Site

Lead Gen & CRM allows you to see anonymous web visitors on your tracked site through its VisitorID settings. If you have multiple sites in your instance, you might be interested in seeing which anonymous visitors are tied to which site.

To segment VisitorID by individual websites, do the following:

1. Click Sales > Sales VisitorID in the left toolbar.
   
   

    

2. Click All Sites in the left column.
3. Select the desired website from the drop-down menu that appears.
   
   

    

Exporting Results

You can export VisitorID results as a .CSV file.

To export VisitorID results as a .CSV file, do the following: 

1. Click Sales > VisitorID in the left toolbar.
   
   

    

2. Click    Settings > Download .CSV in the left panel.
   
   

    

3. Open the .CSV file.

Note: The .CSV file will be downloaded to your web browser's file download location.

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