Enable Sales: Set Up Web Alerts & the Website Prospector Daily Email (website visitor report)

Your destination website is the global face of your brand – the channel most prospective visitors use to find out who you are, what your destination has to offer, and how you can help them. It's likely one of your top expenses. So naturally, you want to know who your website visitors are and how you can best serve them. Who is finding your site and how? Is your website content relevant to them and helpful? With web tracking you can get these answers to build reports that help you market more strategically, and build more effective marketing campaigns, email communications, and web content.

Once Simpleview or your team have set up your custom marketing domain and enabled and placed the website tracking beacon in your site code for you, it’s time for you to:

  1. Create website alerts for your sales team. 
  2. Set up the Website Prospector Daily email to share a summary of the information you collect across your marketing and sales teams. 

Create Website Alerts For Marketing and Sales
Imagine knowing that the person you're presenting a demo for tomorrow is on your site right now, and that you can see the content they're viewing. Real-time website visitor alerts make this happen. By combining this real-time information with the visitor’s activity history, a sales rep can relevantly engage with the potential visitor. And the good news? It only takes a couple of steps to set up these alerts. Then you can summarize the findings for your sales team.

Step 1. Identify sales territories

Before creating website alerts, you will want to identify sales territories so you know which sales rep will be receiving which leads.

Step 2. Create website prospector alerts (for sales users)

  • Under Settings, click Website Prospector Alerts. 
  • Click Add Alert. 
  • In the Alert field, enter the appropriate email address to which Act-On will deliver the email alert. Click the blue down-arrow to identify the appropriate condition for the alert, and enter the value in the next field. 
  • Click Add to enter more conditions. 
  • Click Add Alert to create more alerts. 
  • Click Save. 


Step 3. Give Sales a summary of website visitors

Send the sales team a summary of all potential prospects. Enable your sales team with the previous day’s website visitors based on their territory. Set up content filters so your marketing team can filter the prospects that users/sales members see:

   A. Set up Content Filters 

  • Click Inbound > Website Prospector. 
  • Click More > Content Filters. 
  • Click --- all --- next to each user's name. 
  • Filter view based on area codes, postal codes, states, countries or visiting domain pages. 
  • Click Submit. 
Set Up Website Prospector Daily Email
The Website Prospector Daily Email includes key actionable information about website visitors from the previous day. Basic uses of the Website Prospector Email Report can include:
  • Know who has visited your site in the past day – The Website Prospector Daily Email is divided into three sections:
    • Sales Leads & Contacts
    • Marketing Prospects
    • Anonymous Visitors
  • The visitors in the email report are sorted by number of page visits, so the most engaged visitors are listed at the top of each section. You can scan through the list of visitors in each section to determine the most promising prospects for follow-up.
  • Share the report with your team – All links in the report go to a web-based version of the report. For links in the email report that may be of interest to other members of your team, just copy, paste, and email them. When your team clicks the links, they will be able to view a web-based version of the Website Prospector report without an Act-On login.
  • Research the recent visits of Leads, Contacts, Prospects – Click on the visitor’s name in one of the Known Visitor sections of the report (Sales Leads & Contacts, Marketing Prospects) to see the details in the web-based version of the report. The web-based report will show a pop-up dialog of that visitor's page visits. Close the pop-up, and find the visitor in the Known Visitors tab to view the contact, add to alerts, or mark as a customer. See the article Using the Website Prospector Report for further information.
  • Research the recent visits of anonymously visiting companies – Click on the company name in the Unknown Visitor section of the report to see its details in the web-based version of the report. The web-based report will show a pop-up dialog of the page visits of that anonymous company visitor. Close the pop-up, and find the anonymous company visitor in the Anonymous Visitors tab to research the contact, add contacts from the company, research the company using LinkedIn and Google, add them to alerts, mark as ISP, or mark as a customer. See the article Using the Website Prospector Report for further information.
  • Filter the report by visitor location and send to the appropriate Act-On users – For each of your users, you can define rules for filtering their version of the report so that they only see reports that are relevant for their territory. The visitors shown in the report can be filtered by area codes, postal codes, states/provinces, or countries. This will affect the Website Prospector Report view within Act-On as well as the daily email report. The settings in Inbound > Website Prospector > More > Content Filters are detailed in the article Adding Report Content Settings.
  • Click on Inbound > Website Prospector > More > Digest Emails Act-On will send the email reports shortly after midnight. 

To activate the Website Prospector Daily Email for your Act-On account and for other Act-On accounts if you are an administrator:

Time To Let the Data Help Drive Your Marketing
With the above steps in place, you’re all set to gather and share intel about your site visitors that will help you personalize your marketing campaigns, email communications, and web content, and pass more informed leads to sales. 

Stay tuned for more blogs to come on marketing automation for DMOs, including an Act-On Anywhere Plug-In Guide.

Learn more about Marketing automation here with the Act-on Marketing 101 How to Guide