Live Website Tracking lets you track your prospects’ and customers’ activity and interactions with your web pages in real time to ensure you’re striking while the iron’s hot and engaging the right people at the right time! By increasing your awareness of your prospects’ browsing behavior within designated websites, you can preemptively determine the questions or concerns they may bring up during the sales process and prepare to address those points.
After Live Website Tracking has been set up, links sent in emails from SalesLoft and clicked by the recipient will trigger the view tracking of your web pages. Users can view the tracking activity in real time from the Live Website Tracking dashboard as long as their admin has enabled the dashboard and granted permissions to view it. The dashboard will then display each person’s browsing activity either in a card or list view format.
In this article you will learn how to set up and use Live Website Tracking, including:
Enable Live Website Tracking
Before your team can start keeping track of prospect viewing behavior, you must set up Live Website Tracking. Read each of the following sections to enable Live Website Tracking for your team.
Establish the Tracking Code
To set up the Live Website Tracking the first step is to add a tracking code into the desired website to enable tracking. This requires a little bit of code work on the back end. If you've dabbled in web code before, follow the steps below to add the code. If code looks more like hieroglyphics to you, contact your website administrator or primary website manager to assist you.
Things to Note: Many websites will have a “global footer” setting that allows you to automatically embed the same code in the footer of all your web pages all at once, if those pages are tied to the same domain.
- Navigate to the Live Website Tracking tab under your Team Settings.
- Under Tracking Code, copy the code from text box. Below the box, select Copy to Clipboard.
- Paste the tracking code into the code script of any web page you would like to track.
Adding New Domains
After the code has been added to the website, SalesLoft needs to know what domains contain the tracking code.
When adding domains, only include the domain or subdomain. Do not include the protocol or path (http://). Subdomains must be listed here separately from main domains to ensure the subdomain will also be tracked. For example, support.salesloft.com must be listed, along with salesloft.com.
To add a new domain, follow the steps below:
- Navigate to the Live Website Tracking tab under your Team Settings.
- Under Domains Tracked select Add New Domain.
- Enter the domain or subdomain.
Things to Note: If you remove a domain and re-add it at a later time, the tracking will reactivate.
Enable Live Website Link Tracking
Once you've set up the webpages that you would like Live Website Tracking to apply to, you need to enable the actual tracking function. After the feature has been enabled, a tracking parameter will be applied to the links of the designated domains in your emails.
Things to Note: If you disable the Live Website Tracking feature and re-enable it later (toggle it off and then back on), the tracking will reactivate.
To enable Live Website link tracking, follow these steps:
- Navigate to the Live Website Tacking tab under your Team Settings.
- Under Enable Website Link Tracking, toggle the switch on.
Enabling Live Website Tracking Visibility
To allow all users to see the Live Website Tracking dashboard, and view any tracking results, you must enable Live Website Tracking visibility. Once the feature is visible to all users they will see the Live Website Tracking tab in their side navigation panel.
You can override this visibility for some users if you create a custom role with this permission removed, and then place the user under that custom role. See the Roles & Permissions article.
To enable Live Website Tracking, follow these steps:
- Navigate to your Team Settings, and go to the Live Website Tracking tab.
- Under the Enable Live Website Link Tracking section, toggle the button on.
Live Website Tracking Dashboard
The Live Website Tracking dashboard will show users the prospect who are currently viewing your designated websites and how long they visit the site. Whenever a person clicks on a link with a live website tracker, an activity card will appear on the dashboard as long as they are accessing the website.
People who are currently viewing a website will appear on the dashboard with the "Live" icon. The “Live” icon/visited status indicates that the prospect has been on your website in the past 10 seconds. After the person closes the browser window or tab of your website, their activity card/list item on your tracking dashboard will disappear within 15 minutes of them closing the window or tab.
Things to Know: If the person has your website open on their browser window or tab, but is not actively viewing your website (i.e. they’ve got a different website open in another browser window or tab), their activity card/list item will still remain on your tracking dashboard. The "Live" icon will disappear after the person has been on the site for more than 10 minutes. It will reappear and disappear every 5 minutes as long as the website remains open.
To access and view the Live Website Tracking dashboard, follow these steps:
1. Click the tracker icon from the side navigation panel.
2. Select your View Mode. You can also filter the viewed items by those people owned by you in your team’s SalesLoft instance.
- Card View: Displays activity cards that include the person's name, the amount of time they've visited the website, call, and email buttons for quick actions.
- List View: Shows the person's name, title, account, SalesLoft Owner, stage, visiting status, and duration of time on the website.
3. Click the card/list item to view the following within the dashboard:
- Person's Salesforce link
- Person's LinkedIn profile link
- Quick actions Call button
- Quick actions Email button
- List of specific URLs and web pages they’ve visited during that session.
4 . Click on the person’s name on the activity card/line item to quickly navigate to their SalesLoft profile page. The person's profile page contains the Tracking tab that displays a timeline of their past and current Live Website Tracking activity.
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