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6 short steps in your portal

How to see which leads visited your website

A lead may read your website and never write to you. Your portal counts the visits to your website. It can name a visit when the lead once came through a link in one of your emails. You see who looked, which pages they read and when, so you know who to follow up.

Before you start

Step 1 of 6

1

Find the Your website card on Home

The card sits at the bottom of Home, under a label called Also on this page.

  1. Open Home in your portal.
  2. Scroll down to Also on this page.
  3. Find the card named Your website.
What you should see

A card with two numbers, each with a small word under it: views and from your leads.

Step 2 of 6

2

Read the two numbers

The card asks for the last 30 days, and no button on the card changes that.

  1. Read views. It counts page views on your website by anyone, named or not.
  2. Read from your leads. It counts how many of your leads were seen on your website, so it counts people, not views.
What you should see

Under the numbers, a link to the leads who visited, or a short line when none has visited yet.

Step 3 of 6

3

Open Website analytics

This page is not in your side menu. You open it from the Your website card.

  1. Click Website analytics at the top of the card.
  2. Click 7d, 30d or 90d to choose the period. 30d is chosen when the page opens.
What you should see

Five boxes: Page views, Sessions, Leads identified, Link clicks and Pages tracked. Below them, a chart called Daily page views and four small lists, starting with Devices, Browsers and Countries.

Step 4 of 6

4

See which leads read one page

The Tracked pages table lists up to 200 recorded pages of your website, most viewed first.

  1. Scroll down to Tracked pages.
  2. Click a page in the table.
What you should see

A window that counts the known leads and the page views with no name. Below it, a list of those leads with their email, company and last visit.

Step 5 of 6

5

Open Visited the site

This tab on My leads lists the leads named on your website in the last 90 days. When there are any, the link under the two numbers on Home opens it.

  1. Open My leads in your portal.
  2. Click the Visited the site tab.
What you should see

A table with Person, Visits, Pages viewed and Last visit, newest first.

Step 6 of 6

6

Open a lead's record

The record shows each visit beside the lead's emails and replies, in one time order.

  1. Click a person in the list.
  2. Scroll to What happened, most recent first.
What you should see

Rows marked Visited, with the first and last page of each visit and, when known, how long it lasted.

Follow up the leads who read the pages that matter to you. You can also ask Claude which leads visited a page.

Stuck? Send us a screenshot on WhatsApp.