Home | Web Tracking | Cool and simple integration of live chat and ClickDimensions web tracking

Cool and simple integration of live chat and ClickDimensions web tracking

At ClickDimensions we use live chat on our web site so that people visiting our site can quickly connect with us while they are on the site. The chat solution we use, web site alive, is inexpensive and gives us all the features we need. However, you can use any chat solution and you will be able to ‘integrate’ it to your ClickDimensions web tracking using at least one of these two methods:

  • Method 1: Place our tracking script on the live chat pop up window: When a web site visitor clicks our chat button on the web site a pop up window launches where they may ask one of our sales people a question. We were able to place our solution’s tracking code on that page so that when someone initiates a chat we are able to locate the most recent page view and see the visitor it is coming from. Here is how it works:

Visitor clicks the chat button on our web site…

Pop up window loads and runs our web tracking script…

Page view entry is created in CRM so you can see who the visitor is… (hint; it will be the most recent visitor to have opened the chat window)

…and what else they have done on your site…

  • Method 2: Search for the visitor’s IP address when a chat begins: This is the easier method of correlating what you see on live chat with your ClickDimensions web tracking. This method also gives an even bigger picture view of the prospect. This solution also works with chat solutions that don’t allow you to customize their pop-up chat window with a tracking script. Here is how it works.

Just as in the first example, the visitor initiates a chat and asks a question. Your sales person will normally see the visitor’s IP address in their chat client solution…

The sales person can then simply copy the IP address from the chat client and search for it in the ClickDimensions IP Organization entity in CRM (you will need to make the IP field searchable)…

Open the matching IP Organization record and you will see a history of EVERY visitor, visit and page view from that IP address. You will know exactly how much total interest there is from everyone at coming from that IP address…

Either way you decide to use live chat with Microsoft CRM and the ClickDimensions solution you will have amazing intelligence about the visitors who initiate a chat with you. Happy marketing!

2017-05-16T18:24:48+00:00 By |Web Tracking|0 Comments

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The ClickDimensions marketing team is committed to helping marketers using Microsoft Dynamics 365 achieve their goals.

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