2 posts tagged with "tracking"

Site Tracking: Identify Website Visitors and Track Their Journey​

Your website visitors are your warmest leads — but only if you can identify them. Our new site tracking system identifies returning visitors, matches browsing behavior to known contacts, and gives your team complete visibility into every visitor's journey.

What's New​

• Website Visitor Identification: The site tracking integration identifies website visitors by matching browsing behavior to known contacts. The tracking code is automatically included in your widget embed — no separate installation required.

• Visitor Identity Settings Page: A new settings page lets you configure how visitor identification works, set up routing rules for identified visitors, and manage your tracking preferences.

• Visit Activity Panel: The contact sidebar now includes a Visit Activity panel showing a contact's complete website browsing history — pages visited, timestamps, duration, and frequency. Available on plans with site tracking enabled.

• Page View Tracking: Every page view is tracked and attributed to the correct contact. The system automatically updates total page views per lead, giving you engagement scoring data without any manual configuration.

• Automatic Widget Integration: Site tracking is automatically included when you embed the chat widget. One embed code handles both visitor engagement and tracking — no extra scripts to manage.

Why This Matters​

Identify Before They Leave: Most website visitors leave without converting. Site tracking identifies returning visitors and matches anonymous browsing to known contacts, letting you re-engage with context they didn't expect you to have.

Complete Visitor Journey: The Visit Activity panel turns anonymous traffic into actionable intelligence. See exactly which pages a contact visited before they booked a call, helping your team prepare for more relevant conversations.

Zero Extra Setup: Site tracking comes bundled with the widget embed. If you've added the chat widget, you're already tracking visitors.

Smart Call Tracking & Number Pools: Know Every Call, Control Every Number​

We've launched a powerful new call tracking system paired with intelligent number pool management. Track every inbound and outbound call with dedicated system fields, manage rotating number pools for high-volume campaigns, and control SMS plan allocations across your entire operation.

What's New​

• Inbound & Outbound Call System Fields: Every contact now carries Last Inbound Call and Last Outbound Call system fields—automatically populated in real time. Instantly see when you last spoke with any lead, who initiated the call, and filter your CRM by call recency.

• Number Pool Management: Assign pools of phone numbers to campaigns and let the system intelligently rotate through them. Avoid carrier flagging, maintain healthy caller reputation, and scale your outbound volume without burning numbers.

• SMS Plan Controls: Assign SMS plans to specific numbers or pools with built-in usage limits. Control costs at the number level and prevent runaway messaging spend before it happens.

• Dedicated Worker Queuing: High-volume campaigns now use dedicated worker assignment—ensuring no two processes compete for the same number. Cleaner execution, zero conflicts, maximum throughput.

Why This Matters​

Total Call Visibility: System-level call tracking means no more guessing when you last reached a lead. Sort, filter, and segment your entire contact database by call activity—instantly.

Protect Your Numbers: Number rotation and pool management keep your caller reputation healthy. Carriers won't flag you, leads will pick up, and your connect rates stay high.

Budget Control at Scale: SMS plan controls give you per-number spending limits. Scale your messaging without worrying about cost overruns—the system enforces your budget automatically.

Enterprise-Grade Reliability: Dedicated worker queuing eliminates race conditions in high-volume campaigns. Whether you're dialing 100 numbers or 10,000, every call gets handled cleanly.