The following setup requirements must be complete for your Website Prospector to successfully track visitors:
Create Website Alerts for Marketing and Sales based on Territory
Imagine knowing that the person you're doing a demo for tomorrow is on your site right now – and also seeing what content they are viewing. Real-time website visitor alerts make it happen. By combining this real-time information with the visitor’s entire activity history, a sales rep can engage with the potential buyer in a more relevant and authentic way.
First, work with your Sales team to identify sales territories and the sales reps in each region. Then, create website prospector alerts for your sales users.
Marketing users can also filter the prospects that users see:
- Click Inbound > Website Prospector
- Click More > Content Filters
- Click --- all --- next to each user's name
- Filter the visitors listed in the user's digest email based on area codes, postal codes, states, countries or visiting domain pages
- Select whether to send Form Alerts based on this geographic data. This will send the user alerts for all alert-enabled forms based on either geoIP data or Form data. For more information on sending Form Alerts based on geoIP or Form data, see our article here: Generating Form Alerts
- Click Submit
Daily Digest Emails
The Website Prospector Daily Email includes key actionable information about website visitors from the previous day. This lets you:
Know who has visited your site in the past day – The Website Prospector Daily Email is divided into three sections, described below: Sales Leads & Contacts, Marketing Prospects, and Anonymous Visitors. The visitors in the email report are sorted by 'number' of page visits, so the most engaged visitors are listed at the top of each section. You can scan through the list of visitors in each section to determine the most promising to follow up with.
- Research the recent visits of Leads, Contacts, Prospects – Click on the visit count to the left of the visitor's name to see the page visit details in the web-based version of the report. The web-based report will show a pop-up dialog of that visitor's page visits. An Act-On log in is not required to access this page. Close the pop-up, and find the visitor in the Known Visitors tab to view the contact, add to alerts, or mark as a customer. See the article Using the Website Prospector Report for further information.
- Explore the details of known contacts – Users with an Act-On login can click on the "View Contact Report" link for known visitors to access the Contact Report, which includes detailed contact information, scores, and a timeline of all their marketing interactions. If the contact can be found in your integrated CRM system a "View in CRM" link will also appear to give sales team members quick access to contact details.
Research the recent visits of anonymously visiting companies – Click on the visit count in the Unknown Visitor section of the report to see its details in the web-based version of the report. The web-based report will show a pop-up dialog of the page visits of that anonymous company visitor. Close the pop-up, and find the anonymous company visitor in the Anonymous Visitors tab to research the contact, add contacts from the company, research the company using LinkedIn and Google, add them to alerts, mark as ISP, or mark as a customer. See the article Using the Website Prospector Report for further information.
Filter the report by visitor location and send it to the appropriate Act-On users – For each of your users, you can define rules for filtering their version of the report so that they only see reports that are relevant for their territory. The visitors shown in the report can be filtered by area codes, postal codes, states/provinces, or countries. This will affect the Website Prospector Report view within Act-On as well as the daily email report. The settings in Inbound > Website Prospector > More > Content Filters are detailed in the article Adding Report Content Settings.
- Known and Anonymous Website Visitors -When a visitor first visits an Act-on tracked page, their browser is cookied with an anonymous cookie. The cookie tracks all of their page visits, until the visitor either clicks on a link in an email or submits a web form. This is called a conversion event in which the contact shifts from 'Anonymous,' or unknown, to 'Known'. The anonymous cookie is converted into a known cookie that is now tied to the email address associated with the link click or the form submission, and all of the anonymous tracking data gets associated to that contact. See the FAQ for more information: What are Known vs. Anonymous website visitors?