Tracking Leads in Lead Gen & CRM

One of the most important steps in marketing automation is getting your leads tracked in Lead Gen & CRM. Once a lead is tracked, you can see when they do certain things—such as when they open an email, click a link in that email, visit a page on your site, fill out a form, or view a media asset.

Tracking leads is a crucial step in knowing your audience and customizing content based on their behavior. Lead Gen & CRM provides users with the option to track the website activity from leads that have been manually added to the platform.

This article will detail information about tracked leads and how to establish tracking in Lead Gen & CRM.

---

Article Contents

• Regarding Tracking
• Tracking a Single Lead
• Tracking a Group of Leads via Email
• Determining Lead Tracking Status

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Contacts

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers
Salespersons
Jr. Salespersons

Regarding Tracking

A lead can become tracked in one of these ways:

• When a lead fills out a form on your tracked website. A lead will be tracked when they fill out a form on your website that has tracking code. This form must be a Lead Gen & CRM form, or a native/third-party form that has been integrated with our tracking script.
  
  
• When a lead interacts with your chatbots. A lead will be tracked when they enter information in order to respond to a chatbot. The conversation event information is collected and will be part of the visitor's Life of the Lead information.
  
  
• When a lead clicks a link in an email that goes to your tracked website, a meeting link, or a Lead Gen & CRM landing page. A lead will be tracked if they click a link in your Lead Gen & CRM email that takes them to your website that has tracking code, to a meeting link, or to a Lead Gen & CRM landing page. The links within the message are unique to the recipient when the email is sent from Lead Gen & CRM. Site tracking is established when a lead clicks these unique links and visits a page with Lead Gen & CRM tracking code.
  
  
• When a lead interacts with your Shopping Cart or API. A link will be tracked if the lead creates a transaction from your shopping cart platform that has tracking code OR you pass a TrackingID through the API.  This will require a developer, as both the API and shopping cart involve code knowledge.

A Lead Gen & CRM tracking code needs to be placed on every page you would like tracked. You will need to have a separate code for each site that you use, including a new code for each subdomain. For the tracking code to be effective, the lead also must have cookies enabled in their browser. Most leads do, but some turn it off by personal preference or via a company profile.

In addition, tracked leads will appear in VisitorID email results. These results are emailed to you at a set rate of time. Refer to Configuring Daily VisitorID Results for information on how to set which user roles receive VisitorID emails and how to configure sending settings.

Tracking a Single Lead

You can attempt to establish tracking for a single lead.

To track single leads, do the following:

1. Click Contacts in the left toolbar.
2. Locate the desired lead.
3. Click    Options > Send Smart Mail.
   
   

   Click to enlarge.

4. Select an email with a link to your tracked website.
5. Optionally, click Personalize to modify email content—such as adding a missing hyperlink to send readers to your tracked website.
6. Click Quick Send.
   
   

   Click to enlarge.

When the lead clicks on the link in the email, the lead will then directed to your website with the tracking code. As such, the lead will be tracked within Lead Gen & CRM.

Important: The selected email must include a link to your website that has tracking code. If you do not have a link that takes your lead to your tracked website, then your lead will not be tracked.

Tracking a Group of Leads via Email

You can attempt to establish tracking for a group of leads through sent emails.

To track leads, do the following:

1. Click Lists in the left toolbar.
2. Locate the desired list of leads.
3. Click    Options > Send Email to List.
   
   

   Click to enlarge.

4. Enter the time and date when you want the email sent.
5. Select an email with a link to your tracked website.
6. Optionally, check the Exclude recipients who have already received this email and Exclude recipients with low engagement checkboxes.
   
   

   Click to enlarge.

7. Click Send.
   
   

   Click to enlarge.

When the any of the leads click on the link in the email, the lead will then directed to your website with the tracking code. As such, the lead that clicked the link will be tracked within Lead Gen & CRM. Each lead in the group will need to individually click the email to be tracked.

Important: The selected email must include a link to your website that has tracking code. If you do not have a link that takes your lead to your tracked website, then your lead will not be tracked.

Determining Lead Tracking Status

You can determine if a lead is associated with any form of tracking.

To determine tracking status, do the following:

1. Click Contacts in the left toolbar.
2. Click the name of the desired lead.
   
   

   Click to enlarge.

3. Click the Memberships tab.
4. Click Devices.
   
   

   Click to enlarge.

This will show you how many, if any, devices are tracked for that lead. This will also provide information as to the lead's operating system, browser, monitor resolution, and TrackingID.

Additionally, Lead Gen & CRM saves the activity and visit history of anonymous visitors before they are tracked. Once tracking is established, that anonymous activity becomes associated with the tracked lead in Lead Gen & CRM.