In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Yes. However, Google Analytics will not pull web traffic into your CRM or relate web traffic to your CRM contacts or leads. PowerWebTraffic will.
Absolutely! Simply put the snippet of script at the bottom of any html page and start tracking traffic instantly!
Absolutely not. Once you register PowerWebTraffic, you will recieve a snippet of code. Send that piece of code to your web developer, and ask them to put it in the footer of your web pages (or on all web pages you’d like to track). No html knowledge needed!
If “Regarding” of the email is set to a contact or a lead, the PowerWebTraffic token will be appended to the end of the email. If the regarding isn’t a contact or lead, the token will not be appended to the end of the link.
When you send an email with a link to a PowerWeb-tracked page from CRM to a contact or lead, and they click on the link in that email, they become known traffic. You can also use PowerMailChimp (our bulk emailing add-on for CRM) to convert anonymous traffic to known traffic, with just a few easy steps – find out how.
A subscription to PowerWebTraffic is $1/enabled CRM user/month. A user is defined as anyone enabled in your CRM system, including admin and read-only users.
PowerObjects sets 1st party cookies. This means that the cookie will come from the website that PowerWebTraffic is deployed on, such as www.mycompany.com.
Domain In the Value column next to Domain, enter the name of the Domain you would like to track. Do not include http:// or https:// in front of your domain value. If you’d like to track more than one domain, click on Add Domain and enter the other domain(s) you wish to track. When complete click Save.
Note: Do not include any extra /’s before or after your domain name. It is unnecessary to add each sub-domain. You only need to add the main domain name.
This is the code that you will need to add to your website for the solution to work properly. Click on the Script Code tab and select Copy Script. Then navigate to the footer of the main page for each of the domains you entered in the setup tab and paste the script right before the tags.
In order for CRM users that are not system administrators to be able to use PowerWebTraffic, they will need to be assigned to one of the PowerWebTraffic security roles that are automatically imported into the CRM.
PowerWebTraffic User
Every user who would like to have to see PowerWebTraffic (anyone who is accessing the entity records) will need the PowerWebTraffic User security role assigned to them.
PowerWebTraffic Admin
The PowerWebTraffic Admin security role is meant to be assigned to a user who does not have the System Administration security role but whose CRM login information is listed in the PowerWebTraffic configuration screen, under the CRM Login section.
System Administrators
System Administrators will automatically see PowerWebTraffic in their left navigation and be able to use PowerWebTraffic without even having the security role assigned.
There are 6 dashboards that are automatically added to CRM when PowerWebTraffic is imported. Three have to do with general web traffic summaries, and three have to do with known website visitors.
PowerWebTraffic Summary
You will notice that there are three dashboards that have to do with web traffic summaries, titled “PowerWebTraffic”. Each dashboard specifies a time period – today, last 7 days or last 30 days. Each of these dashboards display graphs of the top ten visiting companies, the top ten pages, the visits by browser, the visits by country, the pages by day, and the clicks by day.
PowerWebTraffic Visitors
The web traffic visitors dashboards will tell you more about your website visitors, titled “PowerWebTraffic Visitors”. These three dashboards are also differentiated by a period of time – today, last 7 days or last 30 days. Each dashboard will display charts of the top ten known leads, the top ten known contacts, the top ten referrers, the top ten new visitor producing referrers, the bounces by day, and the visits breakdown by day.
The Web Traffic Summary gives users an organized summary of web traffic on their domain. Users can change the view to look at various web traffic summaries, and drill down into the associated charts.
In order for PowerWebTraffic to connect a website visitor’s traffic with their CRM contact or lead record, an email with a link to the website that’s being tracked needs to be sent to visitor and they need to click on that link. There are many ways to get a CRM contact/lead to click on a link, without directly telling them that you want to track their web traffic on your website.
Examples:
After the email message is sent out of CRM, the URLs within the email will automatically be updated with PowerWebTraffic tracking tokens. If you hover over the link in the email, you can see the appended token there.
The email message must be set regarding a lead or contact, in order for the tracking tokens to be appended automatically.
You will find a PowerWebTraffic section on the Information form a record.
Contact and Lead records
When you open a contact/lead record you will notice a new tab entitled PowerWebTraffic. If this contact or lead has web traffic connected to them, you will see data within that tab on the record. The chart will show you how many pages the person visited on your website, day over day, for the last 6 months. The sub-grid displayed below the chart will show you which pages they visited on your website, over the last 6 months.
Account records
If PowerWebTraffic finds a match between the company name of any web traffic, and an account name in your CRM, it will automatically pull that web traffic into that account record. That way, you may not know who from a specific company is on your website, but you can at least keep track of the fact that someone from that company is interested in your website.
In order to best use this feature, it is a good idea to manually check for company names in the web traffic section of CRM, and modify the account names in CRM accordingly.
The Web Traffic tab displays raw web traffic data. Every time a visitor visits a web page on your website, a web traffic record is created. This record includes information about:
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Users can see PowerWebTraffic records by navigating to the Web Traffic section of the PowerPack menu, they can change the view to see the information that is pertinent to them, such as all web traffic, or a specific period of time or visiting companies.
Additionally PowerWebTraffic offers graphs associated to each view, so that users can drill further down into the information.
Note: If a visitor bounced after they visited a specific page, there will not be anything displayed in the “time on page” column.
To update your CRM username/password in a solution, navigate to Settings, then select Solutions and double click on the PowerPack add-on you need to update. Once the solution page has opened, re-enter the username/password in the CRM Credentials section, and press Submit.