Slaesforce FAQ

how to get a person's website pageviews into salesforce

by Dr. Alexis Grady Sr. Published 2 years ago Updated 2 years ago

For this purpose, Login to your Salesforce account and type the Sites in the Quick find bar. Click on sites option, type the URL that you wish to register and check the availability of the domain if it is available or not. The domain name should in the format – yourorgname.force.com.

Full Answer

How to create a website in Salesforce?

For this purpose, you need to a create a site first on the Force.com platform. Enable the site, configure the data access organization-wide details, and set the user access permission sets by making sure that you will not hurt anything. For this purpose, Login to your Salesforce account and type the Sites in the Quick find bar.

How do I set up web-to-lead in Salesforce?

Login to your Salesforce account, then Go to the Setup option, then Customize -> Leads -> Web-to-Lead option to start your work. By default, this is enabled.

How to configure data access in Salesforce?

Enable the site, configure the data access organization-wide details, and set the user access permission sets by making sure that you will not hurt anything. For this purpose, Login to your Salesforce account and type the Sites in the Quick find bar.

How to register a new domain in Salesforce?

For this purpose, Login to your Salesforce account and type the Sites in the Quick find bar. Click on sites option, type the URL that you wish to register and check the availability of the domain if it is available or not. The domain name should in the format – yourorgname.force.com.

Why Lead Capture Matters

Lead capture forms prompt website visitors to enter their contact details in exchange for information or resources. These forms push potential customers down the sales funnel, enabling sales and marketing to contact them with additional offers and information.

Where to Put Lead Capture Forms

Where you put lead capture forms depends on your offerings and long-term goals. Let’s take a look at the most strategic areas to place lead capture forms, and what goals they correlate with.

Home Page

It’s normal to put a lead capture form on your website, but you’ll want to make sure it’s strategic. An easy and effective way to capture leads on your homepage is to ask people to sign up or subscribe to your newsletter by sharing their email address.

Landing Pages

A dedicated landing page is the most common place to capture leads. Landing page lead capture forms work well when you want to offer downloadable assets or resources, such as an ebook or template, in exchange for contact information.

FAQ Pages

Customers who land on your FAQ pages are seeking answers to common questions. This means they're interested in your product or service, but need help. It also means they’re a great candidate for a direct phone call. A lead capture form on this page might ask for a phone number or email to connect the visitor to sales or support team members.

Blog Post

A blog post is a strategic way to direct website visitors toward a specific topic. For example, a blog post about “tips for finding a wedding florist” might have a lead capture form that asks for a person’s email in exchange for a customer story that shows how the company brought a customer's dream wedding to life through floral design.

Live Chat

While not specifically a lead capture form, a live chat feature on your website is a quick way to make connections with potential customers and answer questions. A live chat can ask for a customer’s email or direct them toward more resources that push them down the lead funnel.

Page Views vs. Page Actions

Page Actions differ slightly from Page Views. When you implement a Pardot Campaign Tracking Code in your webpage HTML, a page view will be recorded on a Prospect’s Activity each time they view that page. The Tracking Code is designed for site-wide use, or for a collection of webpages for a particular campaign.

Page Actions in Action

In the ‘Activity’ section on a Prospect’s record, you can see Page Visits listed.

Priority Pages

No prizes for guessing why Priority Pages exist! These will be singled out, made obvious, on the Prospect’s Activity. These are the Page Actions that you don’t want anyone to miss!

Setting up Page Actions

The Page Actions menu is tucked away from the rest of the marketing features.

Summary

Page Actions are often forgotten amongst all the other great features Pardot stacks into the product, but enable you to strike while the iron is hot.

Scrolls and Clicks

Tracking browsing behavior – what we know as page scrolls and clicks – gives us a front seat view of what prospects are looking at.

Conversations and Questions

The number of chatbots on websites has ballooned in recent years, as more people realize how effective chat interactions are for answering questions, resolving issues, and, of course, collecting data from prospects.

Data Submitted via Webforms

While it’s used universally on every website, the humble webform is getting tired. It’s an unexciting interaction for prospects; they spend time submitting their information, see the “we’ll get in contact soon!” message, and wait in hope that their request hasn’t disappeared into the abyss.

Where They Came From (Referring Channel)

Known as the ‘referring channel’, the place your visitor was before they landed on your website, is a very rich data point.

IP Address

Every browser has an IP address that is linked to data points such as company name and location. This is data that marketing automation tools can capture (eg. Pardot, mentioned previously), however, in that state, it’s neither insightful, nor actionable.

Summary

As mentioned at the start of this post, websites are primed for gaining insight into prospect behavior. However, a lack of optimization means that the majority miss opportunities to connect with customers in a meaningful way.

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