Our website visitor tracking feature, or simply Web tracking as we call it, shows you which of your leads are visiting your website, and which pages of your website. This way you’ll know who appears more interested in your products and services, more ready to buy.
Outfunnel matches website visitors to your contacts when people click on emails sent from Outfunnel or from Mailchimp. We’ll soon be adding more ways to match website visitors to your contacts.
Step 1. Add Outfunnel tracking code on your site.
You’ll find your tracking code in the Web tracking section of your Outfunnel account. Read more about how to install website visitor tracking code to your site.
Step 2. Start sending email campaigns from Outfunnel or Mailchimp
If you’re using Outfunnel to send marketing emails, website visitors will automatically be matched to contacts when people click on links included in any emails.
If you’re using Mailchimp, see further information at the end of this article.
PS. The more people click on your emails, the more people Outfunnel can identify, so we recommend sending a campaign or two with a very attractive call-to-action or offer to increase the number of people we can identify.
Step 3. See website visits in Outfunnel
You’re then ready to start seeing website visits who have clicked on at least one Outfunnel or Mailchimp campaign. We’ll show you the time of the visit and the pages visited.
Step 4. Define how you’d like website visits reflected in Pipedrive
Go to Outfunnel > Automations, scroll to Outfunnel to Pipedrive automations and click Configure. There you can set up an automation to send web visits to Pipedrive, and you can choose whether to record website visits as a Note or as a custom Pipedrive activity called Web visit.
In order to increase usefulness to salespeople we post web visits to Pipedrive with a 30-minute delay, so we can list all pages visited within the first half an hour, and the duration of looking at each page.
Step 5. Stay GDPR compliant
We’ve provided further instructions in this article
What to keep in mind when you’re using Mailchimp to send marketing emails (and would like to use our web tracking feature)
- Because we’re using Mailchimp’s e-commerce link tracking feature, you must have your Mailchimp account linked with Outfunnel. You can do that if you navigate to Connections section in Outfunnel and follow instructions there.
- Outfunnel uses Mailchimp’s e-commerce link tracking to match email addresses (and so, your leads) to website visitors. All you have to do to start tracking website visitors is to tick “E-commerce link tracking” every time you send out a campaign.
First find Settings & Tracking as you’re composing a new campaign, and click Edit.
Then tick the e-commerce link tracking checkbox.
Please note that e-commerce link tracking can be activated for both one-off campaigns and automated campaigns. For the latter, navigate to Campaigns > Ongoing and click on the name of the automated campaign. Then click on Edit Workflow Settings and tick the e-commerce link tracking checkbox.