Quick Links
Overview
🎯 Objective
Web Tracking allows dealers to see where their leads have been on their website to help drive the conversation with their customers. Dealers will have to subscribe to Automated Email Marketing for this feature to work. If the Web Tracking data is available for the specific lead, a Web Tracking tab will display to the right of the Activities tab of the contact detail screen.
This is an add on service as a additional benefit to provide data to those dealers that are subscribed to AEM. By having the web tracking data to see where their customers have visited, this allows dealers/marketing to better target the automated email marketing, or help drive the conversation with the customers by understanding what they have looked at on the dealers website.
⚙️ How Does it Work
Through the AEM subscription setup process a script gets added on the dealers website that allows certain pages to be tracked by the PSM system. The script tracks users as unidentified users and assigns a deviceID to the unknown user. The script sees the unknown user viewing pages on the dealers website, but it does not offically know who that person is yet. There are two ways that the AEM can identify who those unknown users are through a form submittion on the website, or through the AEM process when a user clicks a link to the dealer website in an email from AEM, a user can then be identified and matched with a lead in the iCommand Center.
Once the deviceID and a lead have been associated, this is known as "onboarding" the customer. After the clients have been onboarded in the AEM system the dealers iCommand Center can start displaying the web tracking data within the contact details screen. In the iCommand Center, when the Web Tracking tab is clicked, it makes an API call to PSM to get the tracking data. The web tracking data is not stored within the iCommand Center but it just displays the data that is stored in the PSM system.
The web tracking tab will display within the iCC on a contact detail page after the contact has been onboarded by PSM. A user can filter the AEM Click activities in their iCC, but do note that not all AEM Click events mean that the user clicked a link that took them into the dealers website, a click could be defined as a user clicking a link that takes them to an outside source such as Facebook, 3rd party link, or even clicked the unsubscribed link in the email. This means, even if the dealer filters their leads by AEM Clicked, it does not mean that all those leads clicked into their website.
Web Tracking data in iCommand Center only displays for the past 30 days, it does not display all the web tracking history of that lead from the beginning of time. If its past 30 days, it will display "No data available in table" in the Web Tracking tab.
\uD83D\uDCCA Success metrics
Goal | Metric |
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Technical Details
\uD83D\uDDD2 Requirements
Requirement | User Story | Importance | Task | Notes |
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Display a web tracking tab to the right of the activity tab on the contact detail screen | ||||
Make a call to the PSM API to get the web tracking data from PSM when the web tracking button is clicked |
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Display the last 30 days of web tracking data from PSM | ||||
Display all the web tracking from all associated devices for the contact. |
\uD83C\uDFA8 User interaction and design
Open Questions
Question | Answer | Date Answered |
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📝 Additional Details
Data is not stored within iCC, we are simply making a an API call to the PSM platform where they send us the available data if there is any. We did this to limit our storage as all the data that we return would be a burden on the system to store all web tracking data for all clients and all leads.
Out of Scope
↪️ Future Requests
Request Details | Suggestion Form Link | Date Requested |
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Setup/Enable
📖 Instructions
There is no setup needed within the Ignite platform
PSM System has to enable Web Tracking within the PSM System Super Admin.
Terminate/Disable
📕 Instructions
PSM Support Team would have to disable the Web Tracking if a dealer no longer wants to see it in iCC.
Product Support
If dealers are having issues or something appears to be not working correctly the aemsupport@leadventure.com should be the first team that needs to look into the issue as most of the features regarding this product are driven by the PSM platform.
Pricing & Packaging
A dealer must be subscribed to a AEM Gold or Platinum Packages to have the ability to enable this product. At this time it is not available to dealers that are not subscribed to AEM.