Difficulty:

Website tracking connects your marketing and sales process to your website activity by tracking webpage visits made by your subscribers.

It allows you to create Campaigns and Automations based on the behavior of your website visitors. So you can craft emails that are more timely, targeted and personalized, which are proven to provide a better experience and increase conversions.

There are 2 ways to setup website tracking:

  • Through your account setting.
  • When building new automation.

Let’s go through each one separately.

1. Set up website tracking through account setting

On your Automizy dashboard, click on "Settings" and select "Website tracking".

Enter your website URL, and click "Next".

NOTE: Automizy's website tracking works only with a secure website that has an SSL certificate. If you don't have one for your website, you can obtain it from your website host.

Once you click “Next”, Automizy will generate a tracking code that you have to:

  1. Copy
  2. Paste in your website header

In case you’re not an IT person and don’t know where to paste the tracking code, it is best to:

  • Forward it to your IT person and ask them to paste it for you.
  • Write to help@automizy.com and our customer care manager will help you set it up.

Once you paste the tracking code into your website header, click "Validate" and if done right, you'll see the following success message.

Now your website tracking setting is done, you can create a new automation, and use the advanced trigger "Visits a URL on your website".

Then enter your trigger setting and page URL.

That's it!

Here is the second way to set up website tracking when building new automation.

1. Set up website tracking when building new automation:

1. Start a “New Automation”

In your “Automations” page click on “New Automation”

Choose the blank canvas to build your automation:

Name your automation to make it easier to identify.

Your email trigger is the event that will launch your targeted email to your subscribers. 

Select as a trigger “Visits a URL on your website”

Click on “Visits a URL on your website” to set up your website tracking.

2. Set up your website tracking

Once you select your website tracking trigger, you’ll have to set up and validate your website tracking code.

To do that click on “Set up website tracking”

To set up your website tracking, you’ll need to enter your website URL

Once you click “Next”, Automizy will generate a tracking code that you have to:

  1. Copy
  2. Paste in your website header

In case you’re not an IT person and don’t know where to paste the tracking code, it is best to:

  • Forward it to your IT person and ask them to paste it for you.
  • Write to help@automizy.com and our customer care manager will help you set it up.

Once you paste the tracking code into your website header, you can enter the URL of the page you want to track.

Paste the URL of your website page, and click “OK”

3. Add a waiting period 

Now you’ve selected your tag, you can click on the PLUS (+) icon to add your email.

The + icon allows you to add elements to your email automation like:

  • Emails,
  • Waiting periods, 
  • Conditions,
  • Or other actions.

For the website tracking targeted emails, it is best to add a waiting period right after your trigger.

The waiting period allows you to add a wait time between the moment when a subscriber visits your website page and when the email is sent.

If you do not apply a waiting period after your trigger, your targeted email will send immediately when a subscriber visits the URL. And that’s not the best option. 

You want your subscribers to have time to browse your page and learn about your product or business and then follow them up.

Click on the “wait for” option to add a waiting period after your follow-up trigger, and enter the waiting period you want to apply.

Click on “Ok” to save

4. Add your personalized email

Now that you applied your waiting period after a subscriber visits your website page, you can add your personalized email.

Select your email editor to design your email, or choose an existing template and click in “Choose”.

In this follow-up email, I’ll use a pre-made email template.

Add your email set up and subject line. Click next to proceed to design your email.

Enter your email copy and design it, then click next once you finish.

Upon clicking next in your email editor, you’ll have a preview email tab where you can:

  • Send a test email to see how the email looks like in your inbox.
  • Or display it on different screens and to verify the responsiveness of your email.

Click on “Done” at the top right of your window to confirm and add your email.

Now you have your email set up properly, just click “Ok” and you’ll have your automated targeted campaign ready to be published.

5. Publish your automation

Now you’re all set, you’ll see how your whole email automation looks like.

At the top right you have to buttons:

  • Close: To save and close your automation, and you can edit it or publish it another time.
  • Publish: To start running your email automation

Click on “Publish” and start sending personalized emails to your website visitors.

Congrats on creating targeted email automation to your website visitors!

Building a similar email campaign for your company might take 20 minutes of your time, but it will result in a significant increase in conversion and overall email performance.

What’s the difference between Automizy Website Tracking and Google Analytics?

Google Analytics or similar software give you data about your website activity and performance. It’s anonymous and aggregated data which lets you identify trends and issues on your website.

Website Tracking gives you insight into what your contacts are doing on your website. Based on that, you can automatically create personalized experiences and send personalized messages to each of your contacts.

What can I use Website Tracking for?

Website Tracking inside Automizy lets you create Automations that automatically adapt as your contacts interact with your website:

  • Trigger Automations
  • Send an offer or a coupon code 1 hour later to a contact who visited a specific product page
  • Trigger an Automation only if a contact visited a certain page
  • Tag Contacts
  • Tag contacts who visited a specific product category multiple times and send a follow-up sequence
  • Automatically segment contacts in Automations 
  • Send different messages to contacts who visited a specific page on your site
  • Move contacts to a different Automation if they viewed 3 or more important pages of your site
  • Personalized the content of Campaigns based on what pages your contacts have visited frequently

All these let you accurately identify and target certain contacts. Especially, if you combine Website Tracking data with other behavioral data in Automizy, like: 

  • email opens, 
  • link clicks,
  • and form submits.

How does Website Tracking work?

You put a snippet of code into each page of your website so that page view data can be sent to your Automizy account. Website Tracking places a cookie that tracks page views. To connect page view data with a contact, contact will need to be identified so the site visits are linked to an email.

There 2 ways to identify visitors:

  1. Visitors submit a form created in Automizy. We’re not able to identify visitors who submit a third party form.
  2. When they click on a link in a campaign.
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