How to set up Site Tracking

Site Tracking connects your marketing and sales process to your website activity by tracking webpage visits made by contacts in "real-time."  

In this article:

How to set up Site Tracking

Before you start, make sure to review the "Overview of Site Tracking" help article to understand how site tracking works and how contacts are identified.

In this section, you'll learn how to enable site tracking and whitelist your domain.

  1. Click "Settings" in the left menu.
  1. The "Settings" menu will expand. Click the "Tracking" option.
  1. Under Site Tracking, click the "Enable" toggle to set it to the "On" position.
  1. In the “Whitelist and Install Code” section of the page, type your website URL (excluding the “http://") into the "Add Website URL" field.
  1. Then click the "Add" button.
Add website URL step

The "Include all website pages" will be selected by default. This means that each page on your domain will be whitelisted. If you want to whitelist a single page or subdomain, type the specific URL of that page into the "Add Website URL" field. Next, untick the "Include all website pages" box then click the "Add" button.

Follow steps 4 and 5 above to add each domain (you can include the domains of multiple websites) and subdomain you wish to use with Site Tracking.

Note that you are not required to include the "www" in the URL in order to whitelist the domain.

When you click the "Add" button, the domain you entered will be listed on the "Website URL" section of the tracking page:

Whitelist your domains

Note that "Site Tracking and "Conversations" will be selected by default for each domain and subdomain you add.

  • Site Tracking
    This means that we'll track visits made to your whitelisted URL once the tracking code is installed.
  • Conversations
    This means that the Conversations chat widget will appear on each page that has site tracking code installed. If you wish to only enable site tracking, untick the "Conversations" box. Note that in order to add the chat widget to your website, you will need to enable Conversations. Learn more about our Conversations feature.

How to install Site Tracking code

To install Site Tracking code on your site, click the "Tracking Code" box located on the Settings > Tracking page and copy it to your clipboard.

Press Control + c (Command + C on a Mac) to copy the code to your clipboard.

Press Control + v (Command + v on a Mac) to paste the code into your website.

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Next, paste the site tracking code into the footer of your of each page on your website that you want to track.

We recommend placing the code in the footer because this is the easiest way of having site tracking work on all pages. 

However, you will need to review the documentation provided by your Content Management System (CMS) to make sure the placement of the code is correct. In addition, they may provide a solution that allows you to only paste the code once, and have it display on all pages.

If you are using a WordPress site, please see our WordPress plugin article for more information on using Site Tracking with WordPress.

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