The following video will show you how to setup VisitorID in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.
Step-by-Step guide on how to set up VisitorID
Step One: On the toolbar, click the User Settings icon, then click Settings.
Step Two: On the left side Settings panel, under Tracking, click VisitorID
Step Three: Click on the Important Contacts tab.
Step Four: Use the available filters on this page to customize the leads you're interested in targeting.
Step Five : Scroll down to the bottom of the page and click on the green Save Changes button before proceeding to the next tab.
Step Six: Click on the Important Pages tab. This feature allows you to track leads who visit the pages you deem important. Your sales team can then reach out to them with pertinent information of interest to them based on their interests.
Step Seven: Enter the extensions for the important pages in the Page field next to the Site name.
Step Eight: Add a color designation to a lead that identifies the pages they visited.
Step Nine: Add Page notes if desired.
Step Ten: Click on the blue Add Important Page button once you have finished identifying your important pages.
(Note: There is a third tab called “Blacklisted Domains”. This is a feature that allows you to exclude domains from showing up in VisitorID results. More information on blacklisted domains, can be found here.)