Wouldn’t it be cool to know the instant your contact or lead is on your web page, so that you can contact them while they’re still thinking about you? Lead tracking in CRM 2011 is easy with the power of PowerWebTraffic!

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The first thing you need to do is send an email to your customers with a link back to your website (which is, of course, being tracked with PowerWebTraffic). This can be accomplished either by sending a bulk email, such as a newsletter from your CRM (using another great add-on called PowerMailChimp) or by simply sending an individual email to your customer from CRM. As soon as they click on that link, we will know what web traffic (past and future) belongs to them, and that web traffic will be pulled into the contact or lead record in CRM.

Now that we have connected our contact or lead to their web traffic, it’s time to set up an automatic notification, so that we know when our contacts have visited our webpage, how long they spent on each page, and what page they were looking at.

To receive automatic notifications, we are going to set up a simple workflow, following the steps below:

  1. Navigate to the Settings area of CRM, and click on Processes. Then click on New to create a new workflow based off of the web traffic entity.

    Lead tracking in CRM 2011 - Set up automatic notification

  2. Make sure the workflow is running when the web traffic record fields, “contact” field is changed.

  3. If you would like to be notified when a contact visits a SPECIFIC page, instead of just any page, add a check condition to the workflow, to check the web traffic record for a specific page. If you would like to be notified anytime a contact visits any page on your website, skip this step.

    To make sure you are checking for the correct page or page title, make sure to verify either the page title or the page URL in a web traffic record.

  4. Now we’re going to add the step that sends an automatic notification to the owner of the record when their contact or lead has been on the particular web page specified above.

    Create the email using the dynamic values form assistant on the right-hand side. Include any web traffic details you’d like to receive in the body of the email. Below is an example of an email for a notification for the owner of a contact if their contact has been on the specified web page.

    If you would also like to create an automatic notification for a lead, you will need to create another workflow for that.

  5. When you’re finished with the steps above, you should have created a workflow that looks something like this.

Now, when one of your contacts has been on that specific webpage, the owner of that contact record will be notified.

The email notification recipient can also click on the dynamic link at the bottom of the email (which you inserted when you were creating your workflow notification email), and get a graph showing them past web traffic of that particular contact.

Want to give PowerWebTraffic a try? Visit the PowerWebTraffic web page to start your free 30 day trial.

Happy CRM’ing!

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Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.