Set up Your Custom Marketing Domain
Before utilizing the Beacon Tracker, you will need a Custom Marketing Domain. If you have already done so, continue with the setup process below.
Enable the Tracking Beacon
The next step is to activate the Beacon. This ensures that visitors are receiving cookies to gather visit data.
Add Tracking Code to Your Website
To get the beacon onto your website, copy the tracking code in your Act-On application and embed it on relevant web pages that you want to track. This requires working with your webmaster or someone with access the HTML for your corporate web pages.
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 engage with the potential buyer in a more relevant and authentic way.
First, you will want to identify sales territories so you know which sales rep will be receiving which leads. Then you can 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 view based on area codes, postal codes, states, countries or visiting domain pages
- Click Submit
Setup the Website Prospector Daily Email
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.
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.