Setting Up User Tracking for Internal Page Visits: Enhancing Company User Lists, Drips, and Scoring
Introduction:
Implementing a system to track internal page visits by super admins across your company's platforms can significantly improve your user management strategies. By integrating detailed user tracking into your company user lists, drip campaigns, and scoring metrics, you can facilitate more targeted engagements and optimize your interactions with users. This approach not only refines your management processes but also enhances the effectiveness of your engagement strategies.
Accessing User List Creation:
Go to My Database>Lists and click on the User Smart Lists folder.
Creating a User List:
Initiate the creation of a new user list by entering a descriptive name for the list. Once named, proceed to the next step.
Selecting Internal Page Visited Condition:
Within the list creation process, you'll now encounter a new enhancement related to internal page visits. Select the option for "internal page visited" to enable tracking based on user interactions with specific pages.
Defining Tracking Conditions:
Specify the activity or module that you wish to track for internal page visits. This ensures that users who interact with these pages are automatically included in the user list.
Completing List Creation:
Once you've configured the tracking conditions, proceed to finish creating the user list. This list will now include all users who have visited the specified internal pages.
Applying User Tracking to Scoring:
Navigate to the setup section and access user scoring settings. Here, you'll have the opportunity to incorporate internal page visits into your user scoring criteria.
Adding Internal Page Visited Condition to Scoring:
Within the user scoring settings, add a condition for "internal page visited." Define the specific page or activity that should trigger a scoring event when visited by a user.
Saving Scoring Settings:
After defining the scoring criteria, save the changes to ensure that internal page visits contribute to user scoring calculations.
Checking User Scoring Model:
Verify that the internal page visited condition has been successfully added to your user scoring model. This ensures that user interactions with relevant pages are appropriately reflected in their scoring profiles.
Configuring User Drips:
Lastly, incorporate internal page visits into your user drip campaigns. Create a new drip campaign and define conditions based on internal page visits to trigger email communications with users.
Testing and Confirmation:
Before finalizing your configurations, thoroughly test the tracking, scoring, and drip functionalities to ensure they're working as intended. This includes verifying that users are appropriately added to lists, scoring is calculated accurately, and drips are triggered based on internal page visits.
Conclusion:
By adhering to the outlined instructions, you can successfully implement user tracking based on internal page visits. This strategy will enhance your engagement tactics and optimize interactions across your platform, leading to a more refined and effective user management system.
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