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Act-On Software

Track Website Visitors

Your website is the face of your brand – the channel most prospective customers use to find out who you are and how you can help them. It's likely one of your top expenses.

1. Make sure you have integrated custom marketing domain

The Act-On Beacon Tracker code must be placed into the HTML code of any web page that you want to track for visits. In most cases, you will only need to paste the tracking code in just a single place or a handful of places, and not on every page of your site. For instance, the code can be pasted once into your site’s footer template, which then appears on all pages.  

Please note:

Before utilizing the Beacon Tracker, you will need setup your Custom Marketing Domain. If you have already done so, continue with the setup process below.

 

2. Enable and add beacon tracker to your website footer

The Act-On Beacon Tracker code must be placed into the HTML code of any web page that you want to track for visits. In most cases, you will only need to paste the tracking code in just a single place or a handful of places, and not on every page of your site. For instance, the code can be pasted once into your site’s footer template, which then appears on all pages. 

  • Click Settings > Other Settings > Beacon Settings.
  • Click the Beacon icon.
  • To active Beacon, click Enable.

  • Select the Tracking Mode:
  • Standard Mode provides the most complete level of website metrics by automatically saving tracking information about every visitor to your website.
  • Opt-In with Opt-Out gives your website prospects a choice to either opt-in to having tracking information saved, or opt-out of having any tracking information saved. A one-time opt-out cookie will be placed to ensure prospects receive no further requests for permission to save the tracking information when they deny permission.
  • Opt-In Only Mode asks prospects for permission before saving the tracking information. Once a prospect grants permission, their experience will be similar to Standard Mode.
  • No Cookies Mode does not cookie your visitors at all. Visitors will not be tracked, and all visitors will appear as “anonymous” in Website Prospector. This mode is not recommended unless you must comply with strict privacy regulations.
  • Click Select & Enable

  • You will be provided a tracking code to copy and share with your webmaster. Copy the snippet of code and add it to your website, blog, and any other web pages that you want to track. A good place for it is at the end of the page, just before the tag. Act-On-hosted landing pages and forms automatically have the tracking script in their code.

4. Create website alerts for marketing and sales

Imagine knowing that the person you're doing a demo for tomorrow is on your site right now ... and also seeing what content they're 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 warmly and relevantly engage with the potential buyer. 

Before creating website alerts you will want to identify sales territories so you know which sales rep will be receiving which leads.

  • Under Settings, click Website Prospector Alerts.
  • Click Add Alert.
  • In the Alert field, enter the appropriate email address to which Act-On will deliver the email alert.
  • Click the blue down-arrow to identify the appropriate condition for the alert, and enter the value in the next field.
  • Click Add to enter more conditions.
  • Click Add Alert to create more alerts.
  • Click Save.

Send the sales team a summary of all potential prospects! Enable your sales team with the previous day’s website visitors based on their territory.

Marketing users can filter the prospects that users see:

  • Click Inbound > Website Prospector.
  • Click More > Content Filters.
  • Click --- all --- next to each user's name.
  • Filter view based on area codes, postal codes, states, countries or visiting domain pages.
  • Click Submit.

The Website Prospector Daily Email includes key actionable information about website visitors from the previous day.

To activate this function for your Act-On account and for other Act-On accounts if you are an administrator:

  • Click on Inbound > Website Prospector > More > Digest Emails

Act-On will send the email reports shortly after midnight.

5. Setup the Website Prospector Daily Email

The Website Prospector Daily Email includes key actionable information about website visitors from the previous day.

Click on Inbound > Website Prospector > More > Digest Emails to activate this function for your Act-On account, and for other Act-On accounts if you are an administrator. Act-On will send the email reports shortly after midnight.

Basic Uses of the Email Report

  • 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.

  • Socialize the report with your team– All links in the report go to a web-based version of the report. For links in the email report that may be of interest to other members of your team, just copy, paste, and email them. When your team clicks the links, they will be able to view a web-based version of the Website Prospector report without an Act-On login.

  • Research the recent visits of Leads, Contacts, Prospects – Click on the visitor’s name in one of the Known Visitor sections of the report (Sales Leads & Contacts, Marketing Prospects) to see the 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. 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.

  • Research the recent visits of anonymously visiting companies – Click on the company name 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 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.

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