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.
Three Sections of the Email Report
Sales Leads & Contacts section – Shows known visitors owned by sales users in your account, as well as existing contacts assigned to them. Assigning known visitors and contacts to sales is described in the note below. Reading the Sales Leads & Contacts section lets you quickly determine which of these known visitors not assigned to sales are showing more intense interest based on the the number of pages they visited. Clicking on the visitor’s name shows the specific pages they visited, which may give insight into relevant buying signals.
Marketing Prospects section – Shows known visitors who are not assigned to sales. Reading the Marketing Prospects section lets you quickly determine which of these known visitors are showing more intense interest, based on the the number of pages they visited. Clicking on the visitor’s name shows the specific pages they visited, which may give insight into relevant buying signals.
Anonymous Visitor section – Shows the anonymous visits. This corresponds to the data in the Anonymous tab in the Website Prospector Report. When an anonymous visitor comes to your site, Act-On tries to determine their company based on their IP address (this is known as reverse IP look-up). Reading the Anonymous Visitors section lets you quickly determine which of these anonymous visitor companies are potential prospects, based on the the number of pages they visited, their search terms, and referrers.
In the Companies view of the Website Visitors report, in the Known tab, a visitor's person icon is included to the left of their entry. Click on Contacts > Other Lists > Account Lists to see the Sales Prospects lists, which are used to reflect the assignment of prospects to sales owners. The color of a known visitor's icon depends on its presence in a Sales Prospects list:
- Known visitors found in the Prospects Owned by Sales list will have blue icons
- Known visitors found in the Prospects in Active Opportunities list will have green icons
- Known visitors found in the Existing Contacts Assigned to Sales list will have purple icons
- All other unassigned known prospects will have orange icons