When the visitor fills out a form on your website, Insightly will create or update a Prospect record. The information collected when the visitor was anonymous will become associated with the new Prospect record. The form will need to be connected to a Form Handler.
Additionally, Prospects that click a link in an Email that redirects to a tracked website can be identified and Insightly will record their web page activity. These links should be added to the Email as hyperlinks and not regular text.
- Go to System Settings > Domain Management.
- Click Add Domain. Select Add Web Tracking Domain.
- Enter your Website Domain. The domain cannot begin in http:// or https://. Click Generate Code.
When you see the OK status in Domain Management, that means the web tracking is working correctly. The number of domains you can add will be determined by the pricing plan you are on.
After Insightly collects this data, you have several options for reviewing the activity.