Configuración
Visit tracking
Install a snippet on your website to see who visits it, which pages they view and link that activity to your customers.
Before you start
You need to be able to edit your site’s HTML (or ask whoever manages it). The settings are in Settings › Advanced › Visit tracking.
Install the snippet
The snippet records a page view every time someone opens your site, with the address, where they came from and the page title.
-
Open Visit tracking
Go to Settings, open Advanced and choose Visit tracking. -
Turn tracking on
Set the Tracking on switch to Active. -
Copy the snippet
Under Install code copy the snippet. It already includes Your tracking ID. -
Paste it on your site
Paste it on every page, right before the closing</head>tag. Open your site and check that the visit shows up in Recent activity.
<!-- Recaudo Site Tracking -->
<script src="https://recaudo.app/js/recaudo-tracking.js"></script>
<script>
recaudo('init', 'YOUR_TRACKING_ID');
</script>
Identify visitors and track actions
At first every visitor is anonymous. When you know their email (when they log in, sign up or fill out a form), call identify to link their activity to the customer. Use track to record your own actions, like clicking “Get a quote”. If your site is a single-page app (SPA), call page on every screen change.
// After the visitor logs in or signs up
recaudo('identify', {
email: 'customer@example.com',
name: 'Customer name'
});
// Track your own actions
recaudo('track', 'quote_button', {
product: 'Plan Pro',
price: 299
});
// Single-page apps: record each screen change
recaudo('page');
Important
identify only links the visit to a customer that already exists in Recaudo with that email. It does not create new customers.Where to see the data
What the snippet records shows up in:
- Visit tracking: total events, unique visitors, identified visitors and recent activity.
- Each identified customer’s profile, under Web Activity.
- Lead scoring: visits can add points to your customers’ score.
Tip
Combine tracking with a lead scoring rule: when an identified customer visits your pricing page, add points so your team reaches out first.
Next steps
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