One of the most important steps in marketing automation is getting your leads tracked in SharpSpring. 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. SharpSpring 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 SharpSpring.
|
Available with: | ||||
| Marketing Automation | ✓ | ||||
| CRM Ultimate | |||||
| CRM PRO | |||||
| CRM Free | |||||
| Toolbar: | |||||
 |
|||||
| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
| Marketing Managers | ✓ | ||||
| Sales Managers | |||||
| Salespersons | |||||
| Jr. Salespersons | |||||
Regarding Tracking
A lead can become tracked in one of three 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 SharpSpring form, or a native/third-party form that has been integrated with our tracking script.
- When a lead clicks a link in an email that goes to your tracked website: A lead will be tracked if they click a link in your SharpSpring email that takes them to your website that has tracking code. The links within the message are unique to the recipient when the email is sent from SharpSpring. Site tracking is established when a lead clicks these unique links and visits a page with SharpSpring tracking code.
- Shopping Cart/API: A link will be tracked if the lead purchases something from your shopping cart platform that has tracking code OR you pass a TrackingID through the API or. This will require a developer, as both the API and shopping cart involve code knowledge.
A SharpSpring tracking code needs to be placed on every page you would like tracked. 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.
Tracking a Single Lead
|
To attempt to establish tracking for a single lead, do the following:
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 SharpSpring. |
|
|
|
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.
|
Options > Send Smart Mail.
Tracking a Group of Leads via Email
To attempt to establish tracking for a group of leads, do the following:
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 SharpSpring. 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
|
To determine if a lead is associated with any tracking, do the following:
This will show you how many, if any, devices are tracked for that lead. This will also provide information as to the lead's OS, browser, monitor resolution, and TrackingID. |
|
Additionally, SharpSpring 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 SharpSpring.