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Setting Up VisitorID

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Forest Myers
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VisitorID uses reverse IP lookup to identify the companies visiting your site and provides you with contact information, including names, emails, and phone numbers.

This effectively doubles or triples the number of leads that can be obtained from your existing web traffic.

This article will detail how to set up VisitorID.


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     Available with:    
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  CRM Ultimate ✓  
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  CRM Free ✓  
        
  Toolbar:    
1NavMarketing.png    1NavSales.png
       
  Users:    
  Administrators ✓  
  Company Managers    
  Marketing Managers    
  Sales Managers    
  Salespersons    
  Jr. Salespersons    
 


Important Contacts

To set up VisitorID, you will need to configure Important Contacts parameters. To configure Important Contacts, do the following:

  1. In SharpSpring's top toolbar, click  
    user.png  User Settings > Settings.
  2. In the left panel, under Tracking, click VisitorID.
  3. Click the Important Contacts tab.
  4. Click any or all of the available checkboxes.
  5. Click Save Changes. 
  


Click to enlarge.


Important Pages

To set up VisitorID, you will need to configure Important Pages parameters. Important Pages are web pages you deem important. Additionally, Important Pages track leads who visit said webpages.

To configure Important Pages, do the following:

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


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