Configuring and Using VisitorID

Article Contents

• Configuring Important Contacts
• Configuring Important Pages
• Configuring Email Settings
• Excluding Domains
• Segmenting by Site
• Exporting Results

Before you can use VisitorID features, you will need to configure Important Contacts settings.

To configure Important Contacts settings, do the following:

1. Click Settings in SharpSpring's left toolbar.
2. Click VisitorID, located under Tracking in the left panel.
3. Click the Important Contacts tab.
4. Select the desired management levels and, if necessary, checkboxes in the Management Levels section.
5. Click any or all of the desired checkboxes in the Important Contacts section.
6. Click Save Changes. 

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In addition, you will need to configure Important Pages settings. Important Pages are web pages you deem important, and they track leads who visit said webpages.

To configure Important Pages settings, do the following:

1. Click Settings in SharpSpring's left toolbar.
2. Click VisitorID, located under Tracking in the left panel.
3. Click the Important Pages tab. 
4. Enter the extensions for important pages in the Page text box.
5. Select a color designation to a lead that identifies the pages they visited in the Color drop-down menu.
6. Optionally, add notes about the page in the Page Notes text box.
7. Click + Important Page.

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You can configure which user roles can receive email results.

To configure email settings, do the following:

1. Click Settings in SharpSpring's left toolbar.
2. Click User Accounts, located under My Company in the left panel.
3. Locate the user that will be receiving the client's daily VisitorID email results.
4. Click    Options > Edit.
5. Scroll to the Notification Options section.
6. Click the Receive emails about web prospects for my company drop-down menu.
7. Choose from one of the following:
   
      •   Receive No Emails
      •   One Daily
      •   One Weekly
8. Click the Receive emails about web prospects for my clients drop-down menu.
9. Choose from one of the following:
   
      •   Receive No Emails
      •   One Daily
      •   One Weekly
10. Click Save Changes.

Be aware that you will need to select to receive an email either daily or weekly in order to receive email VisitorID email notifications. This does not affect other automation notifications.

When enabled, these emails detail the following:

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You can enter blacklist information and exclude a domain from VisitorID results.

To exclude domains, do the following:

1. Click Settings in SharpSpring's left toolbar.
2. Click VisitorID, located under Tracking in the left panel.
3. Click the Blacklisted Items tab.
4. In the text box, enter one of the following:
   
      •   The domain
      •   The IP address 
      •   The company name
5. Click Add Domain.

Leads with a tracked device will continue to show in VisitorID when they visit a tracked page of your site.

Unknown leads from the blacklisted domain will not appear until the point at which they become tracked.

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SharpSpring allows you to see anonymous web visitors on your tracked site through its VisitorID settings. If you have multiple sites in your instance, you might be interested in seeing which anonymous visitors are tied to which site.

To segment VisitorID by individual websites, do the following:

1. Click Sales > Sales VisitorID in SharpSpring's left toolbar.
2. Click All Sites in the left column.
3. Select the desired website from the drop-down menu that appears.
   

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You can export VisitorID results as a .CSV file.

To export VisitorID results as a .CSV file, do the following: 

1. Click Sales > VisitorID in SharpSpring's left toolbar.
2. Click    Settings > Download .CSV in the left panel.
3. Open the .CSV file.

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