How to use Web Tracking Domains

Warning

You will need a developer familiar with Javascript to add the tracking code to your website.

When you setup a Web Tracking Domain, Insightly will start gathering anonymous visitor data.

When the visitor fills out a form on your website, they become a Prospect record in Insightly (so long as that form has been connected to a Form Handler).

The information collected when the visitor was anonymous will become associated with the new Prospect record.

To get this data, you will need to add a Javascript tracking code to your website.

To get the Javascript tracking code:

  1. Go to System Settings > Domain Management.
  2. Click Add Domain. Select Add Web Tracking Domain.
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  3. Enter your Website Domain. Click Generate Code.
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  4. Copy the Javascript code and add it to your website. Click Close.

Where can I view the data?

There are two reports that record the tracked visitor results. They can be found in the Advanced Reporting object under Visitor Reports.

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Visitor Web Page Activity Report 

This report contains details of the anonymous visitor's activity, such as:

  • their browser 
  • their operating system
  • their geographic location
  • the Internet provider they use
  • count of pages viewed
  • the entry and exit pages

Visitor Web Pages Viewed Report 

This report presents every unique individual web page an anonymous visitor has viewed.

How can I see this data after a visitor becomes a Prospect?

  1. Open a Form Handler record.
  2. Go to the Submissions tab. Each user that has submitted a form will be listed by their email address.
    Click the three-dot menu to the right of the Prospect's email.
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  3. Click View Form Submission.
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  4. The Form Submission will appear. When you're finished reviewing the details, click Close.
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