Site Tracking: Difference between revisions

From Activepedia
Jump to navigation Jump to search
(SEO-optimized content from ActiveCampaign documentation)
(SEO-optimized content from ActiveCampaign documentation)
 
(2 intermediate revisions by 2 users not shown)
Line 1: Line 1:
```mediawiki
```mediawiki
'''Navigation:''' [[Main_Page]] > [[Apps]] > [[Shopify]] > Site Tracking
'''Navigation:''' [[Main_Page]] > [[Website]] > Site Tracking


= Use ActiveCampaign Site Tracking with your Shopify store =
== How to set up Site Tracking ==


== Introduction ==
Site Tracking connects your marketing and sales processes to your website activity by tracking webpage visits made by contacts in '''real-time'''. This feature is crucial for understanding how contacts interact with your website, allowing you to tailor your marketing strategies more effectively.  
ActiveCampaign Site Tracking is a feature that allows you to track page visits made to your Shopify store. This functionality is vital as it helps create automated workflows based on visits to your store, enhancing your marketing strategy. With Site Tracking, you gain insights about which identified contacts are visiting your pages, enabling you to tailor communications and marketing efforts effectively.  


This article specifically applies to customers using the ActiveCampaign Shopify integration, providing step-by-step guidance on how to set up and utilize Site Tracking within your store.
It is important to note that '''Site Tracking''' is not supported in 1:1 emails.


== How to Access Site Tracking ==
=== How to access Site Tracking ===
To utilize Site Tracking for your Shopify store, the feature must be properly configured following the connection of your Shopify store to your ActiveCampaign account. Depending on whether you connected your store before or after April 27, 2021, the steps to set up Site Tracking will vary.


== Step-by-Step Instructions ==
To access the '''Site Tracking''' feature in ActiveCampaign, follow these steps:
1. Log in to your ActiveCampaign account.
2. In the left navigation menu, click on '''Website'''.
3. Select '''Site Tracking''' from the dropdown.


=== For Connections Made on or After April 27, 2021 ===
=== Step-by-step instructions ===
1. Once you connect your Shopify with ActiveCampaign, you will be prompted to install the ActiveCampaign CX Automation app in your store.
2. Upon successful installation, ActiveCampaign will:
  * Automatically add '''Site Tracking''' code to your Shopify store.
  * Automatically whitelist your domain (your Shopify store URL) in your ActiveCampaign account.


To view your whitelisted domain:
Here are the detailed instructions on how to set up '''Site Tracking''':
- Navigate to **Website** > **Site Tracking** in your ActiveCampaign account.


=== Turning Off Site Tracking ===
1. **Enable Site Tracking**:
To disable Site Tracking at any time:
  - Under the '''Site Tracking''' section, toggle the '''Enable''' switch to the '''On''' position.
1. Log into your ActiveCampaign account.
2. Click **Website** > **Site Tracking**.
3. On the Tracking page, uncheck the '''Site Tracking''' box next to your whitelisted domain.


You can also toggle the '''Enable''' switch in the '''Site Tracking''' box to the "Off" position. Note that this will deactivate Site Tracking for all whitelisted domains in your ActiveCampaign account.
2. **Add your website URL**:
  - Type or paste your website URL into the '''Add Website URL''' field. Exclude the “http://" protocol, and you are not required to include the "www" portion of the URL to whitelist a domain.
  - The '''Include all website pages''' option is selected by default. If you want to whitelist a single page or subdomain instead of all website pages with your URL, type the specific URL of that page into the '''Add Website URL''' field and uncheck the '''Include all website pages''' box.


=== For Connections Made Before April 27, 2021 ===
3. **Add your URL**:
If you established the connection prior to the specified date, you must manually set up Site Tracking. Here’s how:
  - Click the '''Add''' button.


1. Click **Website** > **Site Tracking** in the left menu.
4. **Repeat for additional domains**:
2. Toggle the '''Enable''' switch to the "On" position in the Site Tracking box.
   - If you have other domains or subdomains to track, you can repeat steps 2 and 3 for each of them.
3. Add your domain to the whitelist by typing it into the '''Add Website URL''' field and then click the '''Add''' button.
   * Ensure the domain you add is your store URL.
  * If you're not utilizing the '''Conversations''' feature, you can uncheck the '''Conversations''' box.


4. Copy the Site Tracking code displayed in the '''Tracking Code''' box and paste it into a new text file.
After completing these steps, your domain will display in the '''Website URL''' section of the tracking page. Remember that the '''Site Tracking''' box will be checked by default, meaning that your visits to the whitelisted URL will be tracked once the site tracking code is installed on your site.
5. Remove the following two Javascript tags from your text file:
  * <script type="text/javascript">
  * </script>


6. Save your text file as plain text with a .JS extension. (Tip: If using TextEdit on Mac, you may need to convert your document from Rich Text to Plain Text.)
You will also notice that the '''Conversations''' box is checked by default. This means if you're using the '''Conversations''' feature, the chat widget will appear on pages where the site tracking code is installed. You can uncheck this box if you're not using the '''Conversations''' feature. Note that as of January 3, 2023, this feature is no longer available for new customers.
7. Log into your Shopify store and navigate to **Online Store** then **Themes** on the left menu.
8. Click **Actions** from the dropdown, select **Edit Code**.
9. In the **Assets** section, select '''Add a new asset.'''
10. Click the **Choose File** button, select the Javascript file you created, and click **Upload asset.**
11. Head to the **Layout** section at the top of the Themes page and select **theme.liquid.** In the head section, add the line:
    * {{ 'ActiveCampaign_Tracking.js' | asset_url | script_tag }}
  * Replace 'ActiveCampaign_Tracking.js' with your actual JS file name.
12. Click **Save** once finished.


=== Verifying Successful Installation ===
=== How to install Site Tracking code ===
To confirm that Site Tracking code is correctly installed:
1. Visit your store's public page.
2. Open your browser's developer tools.
3. The developer console should display the JS file and the ActiveCampaign tracking code.


For assistance on locating your browser's developer tools, refer to these resources:
To install the '''Site Tracking''' code:
- [Chrome Developer Tools](https://developer.chrome.com/devtools)
- [Firefox Developer Tools](https://developer.mozilla.org/en-US/docs/Tools/Web_Console)
- [Internet Explorer DevTools](https://docs.microsoft.com/en-us/microsoft-edge/f12-devtools-guide)


== Configuration Options and Settings ==
1. In your ActiveCampaign account, repeat steps 1 and 2 from the previous section.
- **Site Tracking Code**: A unique code connected to your ActiveCampaign account is pivotal for the tracking functionality.
2. Click the code in the '''Tracking Code''' box to highlight it.
- **Enable/Disable Toggle**: Controls the activation of '''Site Tracking''' functionality.
3. Copy the code and paste it into the footer of each page on your website that you wish to track.
- **Whitelisted Domain**: The domain from which visits are tracked must be added to your whitelist to ensure proper tracking of user activities.
- **Javascript Code**: Custom implementation must involve pasting the Javascript file into your Shopify store to activate tracking.


== Best Practices and Tips ==
It is recommended to place the code in the footer for ease of tracking across all pages. However, be sure to review the documentation provided by your Content Management System (CMS) to ensure the correct placement of the code.
- Regularly check that your '''Site Tracking''' setup is functioning properly by verifying the code installation.
- Ensure that your store's URL is accurately added to the whitelist.
- Use the analytical data from tracked visits to inform your marketing strategies and improve customer engagement.
- Familiarize yourself with the developer tools in your browser for efficient troubleshooting and validation of the tracking setup.


== Troubleshooting ==
If you are using a WordPress site, please see our article on using Site Tracking with WordPress for more detailed instructions.
If you encounter issues during the setup:
- Ensure that you correctly removed the specified Javascript tags.
- Confirm that you saved your file with the appropriate .JS extension.
- If issues persist with the Shopify theme, consult [Shopify's "Support for themes" page](https://help.shopify.com/en/manual/online-store/themes/theme-support).


== FAQ ==
=== Configuration options and settings ===
=== What is Site Tracking? ===
Site Tracking in ActiveCampaign allows you to track page visits made by identified contacts on your Shopify store, enabling automated workflows.


=== How do I ensure my domain is whitelisted? ===
The key configuration options for '''Site Tracking''' include:
You can check your whitelisted domain by navigating to **Website** > **Site Tracking** in your ActiveCampaign account.


=== Can I turn off Site Tracking at any time? ===
- '''Enable''' toggle: Controls whether the '''Site Tracking''' feature is active.
Yes, you can deactivate Site Tracking at any time using the settings in your ActiveCampaign account.
- '''Add Website URL''': The field where you input your website’s URL for tracking.
- '''Include all website pages''': A checkbox that determines whether to track all pages on the inputted website or just specific URLs.
- '''Conversations''': A checkbox that controls the appearance of the chat widget on tracked pages, provided you are using the '''Conversations''' feature.


=== What should I do if my tracking code is not working? ===
=== Best practices and tips ===
Make sure you followed all installation steps correctly. Verify your domain is whitelisted and consider checking your browser's developer tools for errors.


=== Is Site Tracking available on all ActiveCampaign plans? ===
1. **Ensure accurate URL entry**: Double-check your website URLs for accuracy to ensure correct tracking.
Yes, Site Tracking is available on the Starter, Plus, Pro, and Enterprise plans of ActiveCampaign.
2. **Placement of tracking code**: For optimal performance, always place the tracking code in the footer of your website.
3. **Monitor visits regularly**: Frequently check the '''Site Tracking''' reports to assess how contacts engage with your site and adjust your marketing strategies accordingly.
4. **Utilize segments**: Use segments in ActiveCampaign to tailor your messages based on the pages contacts visited on your website.


=== Do I need technical knowledge to set up Site Tracking? ===
=== Common use cases with examples ===
While basic web development knowledge can be beneficial, the steps are designed to be straightforward for most users.


=== Where can I find more resources for troubleshooting? ===
- **E-commerce Tracking**: A retailer can track visitor behavior on their product pages to better understand customer interests and boost conversion rates through targeted email campaigns.
For more help with your Shopify theme, you can access resources directly on Shopify's support pages.
- **Content Engagement**: A blog can monitor which articles attract the most traffic and devise strategies to promote similar content or monetize popular posts.
- **Lead Generation**: By tracking specific landing pages, businesses can optimize their lead generation efforts, enhancing the overall effectiveness of their campaigns.
 
=== Troubleshooting section ===
 
If you encounter issues with '''Site Tracking''', consider the following:
 
- Ensure that the '''Site Tracking''' code is correctly installed in the footer of every page you wish to track.
- Check that the correct URL has been added in the '''Add Website URL''' field.
- Verify that the '''Enable''' toggle is turned on.
- If tracking is not functioning as expected, you may need to contact ActiveCampaign support for further assistance.
 
=== Related features ===
 
- [[Website]]
- [[Automation]]
- [[Conversations]]
 
=== FAQ section ===
 
'''Q1: What is Site Tracking?'''
A1: '''Site Tracking''' is a feature that connects your marketing and sales processes to your website activity by tracking webpage visits made by contacts in real-time.
 
'''Q2: How do I enable Site Tracking?'''
A2: You can enable it by navigating to '''Website > Site Tracking''' and toggling the '''Enable''' switch to the '''On''' position.
 
'''Q3: Can I track just one page?'''
A3: Yes, you can track a single page by entering its specific URL and unchecking the '''Include all website pages''' option.
 
'''Q4: What if I have multiple domains?'''
A4: You can add multiple domains or subdomains by repeating the URL entry steps for each one.
 
'''Q5: Is Site Tracking compatible with all HTML email types?'''
A5: No, '''Site Tracking''' is not supported in 1:1 emails.
 
'''Q6: Where should I place the tracking code?'''
A6: The tracking code should be placed in the footer of each webpage you desire to track.
 
'''Q7: What happens if I do not see tracking data?'''
A7: Ensure that the tracking code is correctly implemented, the correct URLs are added, and the tracking is enabled. If the issue persists, consider reaching out to support.


Learn more about ActiveCampaign's Site Tracking [here](https://help.activecampaign.com/hc/en-us/articles/221542267-An-overview-of-Site-Tracking).
```
```

Latest revision as of 20:37, 3 November 2025

```mediawiki Navigation: Main_Page > Website > Site Tracking

How to set up Site Tracking[edit | edit source]

Site Tracking connects your marketing and sales processes to your website activity by tracking webpage visits made by contacts in real-time. This feature is crucial for understanding how contacts interact with your website, allowing you to tailor your marketing strategies more effectively.

It is important to note that Site Tracking is not supported in 1:1 emails.

How to access Site Tracking[edit | edit source]

To access the Site Tracking feature in ActiveCampaign, follow these steps: 1. Log in to your ActiveCampaign account. 2. In the left navigation menu, click on Website. 3. Select Site Tracking from the dropdown.

Step-by-step instructions[edit | edit source]

Here are the detailed instructions on how to set up Site Tracking:

1. **Enable Site Tracking**:

  - Under the Site Tracking section, toggle the Enable switch to the On position.

2. **Add your website URL**:

  - Type or paste your website URL into the Add Website URL field. Exclude the “http://" protocol, and you are not required to include the "www" portion of the URL to whitelist a domain.
  - The Include all website pages option is selected by default. If you want to whitelist a single page or subdomain instead of all website pages with your URL, type the specific URL of that page into the Add Website URL field and uncheck the Include all website pages box.

3. **Add your URL**:

  - Click the Add button.

4. **Repeat for additional domains**:

  - If you have other domains or subdomains to track, you can repeat steps 2 and 3 for each of them.

After completing these steps, your domain will display in the Website URL section of the tracking page. Remember that the Site Tracking box will be checked by default, meaning that your visits to the whitelisted URL will be tracked once the site tracking code is installed on your site.

You will also notice that the Conversations box is checked by default. This means if you're using the Conversations feature, the chat widget will appear on pages where the site tracking code is installed. You can uncheck this box if you're not using the Conversations feature. Note that as of January 3, 2023, this feature is no longer available for new customers.

How to install Site Tracking code[edit | edit source]

To install the Site Tracking code:

1. In your ActiveCampaign account, repeat steps 1 and 2 from the previous section. 2. Click the code in the Tracking Code box to highlight it. 3. Copy the code and paste it into the footer of each page on your website that you wish to track.

It is recommended to place the code in the footer for ease of tracking across all pages. However, be sure to review the documentation provided by your Content Management System (CMS) to ensure the correct placement of the code.

If you are using a WordPress site, please see our article on using Site Tracking with WordPress for more detailed instructions.

Configuration options and settings[edit | edit source]

The key configuration options for Site Tracking include:

- Enable toggle: Controls whether the Site Tracking feature is active. - Add Website URL: The field where you input your website’s URL for tracking. - Include all website pages: A checkbox that determines whether to track all pages on the inputted website or just specific URLs. - Conversations: A checkbox that controls the appearance of the chat widget on tracked pages, provided you are using the Conversations feature.

Best practices and tips[edit | edit source]

1. **Ensure accurate URL entry**: Double-check your website URLs for accuracy to ensure correct tracking. 2. **Placement of tracking code**: For optimal performance, always place the tracking code in the footer of your website. 3. **Monitor visits regularly**: Frequently check the Site Tracking reports to assess how contacts engage with your site and adjust your marketing strategies accordingly. 4. **Utilize segments**: Use segments in ActiveCampaign to tailor your messages based on the pages contacts visited on your website.

Common use cases with examples[edit | edit source]

- **E-commerce Tracking**: A retailer can track visitor behavior on their product pages to better understand customer interests and boost conversion rates through targeted email campaigns. - **Content Engagement**: A blog can monitor which articles attract the most traffic and devise strategies to promote similar content or monetize popular posts. - **Lead Generation**: By tracking specific landing pages, businesses can optimize their lead generation efforts, enhancing the overall effectiveness of their campaigns.

Troubleshooting section[edit | edit source]

If you encounter issues with Site Tracking, consider the following:

- Ensure that the Site Tracking code is correctly installed in the footer of every page you wish to track. - Check that the correct URL has been added in the Add Website URL field. - Verify that the Enable toggle is turned on. - If tracking is not functioning as expected, you may need to contact ActiveCampaign support for further assistance.

Related features[edit | edit source]

- Website - Automation - Conversations

FAQ section[edit | edit source]

Q1: What is Site Tracking? A1: Site Tracking is a feature that connects your marketing and sales processes to your website activity by tracking webpage visits made by contacts in real-time.

Q2: How do I enable Site Tracking? A2: You can enable it by navigating to Website > Site Tracking and toggling the Enable switch to the On position.

Q3: Can I track just one page? A3: Yes, you can track a single page by entering its specific URL and unchecking the Include all website pages option.

Q4: What if I have multiple domains? A4: You can add multiple domains or subdomains by repeating the URL entry steps for each one.

Q5: Is Site Tracking compatible with all HTML email types? A5: No, Site Tracking is not supported in 1:1 emails.

Q6: Where should I place the tracking code? A6: The tracking code should be placed in the footer of each webpage you desire to track.

Q7: What happens if I do not see tracking data? A7: Ensure that the tracking code is correctly implemented, the correct URLs are added, and the tracking is enabled. If the issue persists, consider reaching out to support.

```