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 how to track added leads with SharpSpring emails.
The following user roles can track added leads:
- Marketing Managers
Tracking Leads: Video Walkthrough
The following video provides an overview of how to track added leads in SharpSpring.
A lead can become tracked in one of three ways:
- API/Shopping Cart: A link will be tracked if you pass a TrackingID through the API or if the lead purchases something from your shopping cart platform that has tracking code. This will require a developer, as both the API and shopping cart involve code knowledge.
- Form Fills: 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.
- Clicking Email Links: 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.
Before you can track leads with emails, you will need to make a few preparations. 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.
To begin tracking leads, do the following:
If there is no tracking code on the webpage where the link directs, tracking will not register.
Note: While the system does allow the creation of leads with the minimum of First Name and Last Name fields, the email address of the lead is needed to set up tracking. Always add the email address field when it is available.
Tracking a Single Lead
To track 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.
Tracking a Group of Leads
To track 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.
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.