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Onboarding Flow ( Quick Start )
Onboarding Flow ( Quick Start )
Setup Website Intent
The Website Pixel is a crucial JavaScript code snippet that enables advanced features such as Landing Page Personalization and Website Visit Tracking.
Steps to Add the Website Pixel:
- Copy the Pixel Code:
- Click the Copy button next to the pixel code in the platform to easily copy the snippet.
- Insert the Code into Your Website:
- Paste the code snippet between the
<head>
and</head>
tags on every page of your website or landing pages. - This ensures the pixel is active across all required pages for comprehensive tracking and personalization.
- Verify the Installation:
- Once the code is added, return to the platform and click the Verify Now button to confirm successful installation.
Need an interactive guide to add the Website Pixel?
Why Is the Website Pixel Mandatory?
- Landing Page Personalization:
- The pixel enables dynamic content customization tailored to your target audience.
- Without the pixel, personalized user experiences and targeted messaging cannot be achieved.
- Website Visit Tracking:
- The pixel captures visitor activities and behavior, providing valuable data for:
- Retargeting campaigns.
- Visitor scoring models.
- Performance analysis for your ABM strategy.
Setup Account Identification
After the website tracking pixel is verified, you can set up rules for Account Identification to determine how accounts are tracked and identified on your website.
Options for Account Identification:
- Identify All Accounts:
- This option ensures that all accounts visiting your website are tracked and enriched.
- It is ideal if you want comprehensive tracking without excluding any visitors.
Note: This might affect your monthly account quota, as every visit is logged.
- Set Custom Rules:
- Use this option to filter and track accounts based on specific page visits.
- It allows more precise tracking by defining inclusion or exclusion rules based on URLs.
Setting Custom Rules:
- Include Rules:
- This setting allows you to track accounts only for specific pages.
- Example:
- If the URL equals: Enter a specific page URL (e.g.,
https://example.com/pricing
). - If the URL contains: Add a keyword or partial match for URLs (e.g.,
pricing
orblog
).
- Exclude Rules:
- This setting lets you exclude accounts that visit certain pages from being tracked.
- Example:
- Exclude traffic from URLs like
https://example.com/internal
or pages that may not be relevant.
How to Apply:
- Choose the option: Identify All Accounts or Set Custom Rules.
- If using Set Custom Rules:
- Click “Specific Pages” & define rules under Include or Exclude tabs.
- Use the drop-down menu to select conditions (If the URL equals or If the URL contains).
- Add the respective URL or keyword.
- Click Add New Rule to define multiple conditions to include or exclude accounts.
- Repeat this process to add additional rules.
- Click Save Changes after completing the rules.
This setup ensures precise account tracking, enabling you to focus on relevant visitors and optimize your ABM strategy.