Web Analytics Entities


Introduction

ClickDimensions Web Tracking tracks the visitors that come to your site on a micro level. You are able to see individual Leads, Contacts, and Anonymous Visitors who land on your site. You will need the web tracking script placed on all the websites and webpages you want to track. If you have not completed those steps, refer to the ClickDimensions Initial Setup Section of this guide.

ClickDimensions creates custom entities in the Marketing area of CRM under the Analytics section. These entities are:

IP Organizations

The organization that is associated with the IP address your visitors are using when visiting your website. The IP organization aggregates all web analytics records associated with a particular IP address into one place. If you have multiple visitors from one company, you will be able to see those visits in the IP Organization record, and other web tracking information as well. All web tracking information will point back to an IP Organization.

ip-organizations

IP org v8_3

Anonymous Visitors

These records represent visitors that have visited your site, but have not been identified as a Lead or Contact. You can learn more about how these visitors can be identified here. Once identified, the now-inactive Anonymous Visitor record will still be accessible from the related records menu of the identified lead or contact.

anonymous-visitors

anonymous visitor record

Visits

These records contain information regarding all the visits Anonymous Visitors, Leads, or Contacts have made by visiting your website. Each Visit will contain all of the Page Views generated during that particular instance of a person accessing your website.

visits

visit record

If the visit contains any page views originating from forms or surveys, the relevant Posted Form and Posted Survey records can be seen in the Visit’s Related Records menu.

visit related records menu

Page Views

These records are created when a visitor views a page on your website.

page-views

page view record

Posted Forms

When a visitor submits a form on your website that is integrated with ClickDimensions and your CRM, ClickDimensions creates a Posted Form record that holds the information submitted with the form.

posted-forms

posted form record

Posted Fields

Posted Fields are the individual fields that were filled out within a form. You can see them in the Posted Form record and in a list of all submitted posted fields under Posted Fields in the Marketing area of CRM.

posted-fields

posted field record

Posted Surveys

When a person submits a ClickDimensions survey on your website, a Posted Survey record was created. Each record contains the answers to the questions in the survey. (The Survey feature is available for Standard packages and higher)

posted-surveys

posted survey record

Survey Answers

Survey Answers are individual records that contain an answer to a question in a ClickDimensions Survey. These records can be found in the Posted Survey record, as well as in a running list of all Survey Answer records in the Marketing area of CRM.

survey-answers

survey answer record

Location of Web Tracking Entities

These entities are located in a number of places throughout CRM. The main area where you can see these records is in Marketing > Analytics.

web-analytics-navigation-2016

You can also find these records in Lead and Contact records. These records will be unique to the record you are looking at.

contact-related-records

For various Web Tracking elements, such as web pages and web forms, you can associate them with a Campaign record. For example, when you associate a form with a Campaign record, you will be able to see all Posted Form records in the CRM Campaign record.

The Profile page, located in Lead and Contact records, is another location you can find some of these web tracking records. In the Profile page, you can see all web visits this Lead or Contact has made and specific page views (by inserting the Priority Page script on the web page). You can also see posted form fields the Lead or Contact had previously filled out via a form that is integrated with ClickDimensions.

profileprofile web tracking


Introduction

ClickDimensions Web Tracking tracks the visitors that come to your site on a micro level. You are able to see individual Leads, Contacts, and Anonymous Visitors who land on your site. You will need the web tracking script placed on all the websites and webpages you want to track. If you have not completed those steps, refer to the ClickDimensions Initial Setup Section of this guide.

Watch a Video on IP Organizations and Anonymous Visitors

Watch a Video on Anonymous Visitors, Visits, and Page Views

Written Explanation – ClickDimensions Web Tracking Entitities

ClickDimensions creates custom entities in the Marketing area of CRM under the Analytics section. These entities are:

IP Organizations

The organization that is associated with the IP address your visitors are using when visiting your website. Think of the IP Organization as the umbrella of a company’s interaction with your website. If you have multiple visitors from one company, you will be able to see those visits in the IP Organization record, and other web tracking information as well. All web tracking information will point back to an IP Organization.

IP Organization

Anonymous Visitors

These records represent visitors that have visited your site, but have not been identified as a Lead or Contact. You can learn more about how these visitors can be identified here.

Anonymous Visitors

Visits

These records contain information regarding all the visits Anonymous Visitors, Leads, and Contacts have made by visiting your website.

Visits

Page Views

These records are created when a visitor views a page on your website.

Page Veiws

Posted Forms

When a visitor submits a form on your website that is integrated with ClickDimensions and your CRM, ClickDimensions creates a Posted Form record that holds the information submitted with the form.

Posted Forms

Posted Fields

Posted Fields are the individual fields that were filled out within a form. You can see them in the Posted Form record and in a list of all submitted posted fields under Posted Fields in the Marketing area of CRM.

Posted Fields

Posted Surveys

When a person submits a ClickDimensions survey on your website, a Posted Survey record was created. Each record contains the answers to the questions in the survey. (The Survey feature is available for Standard packages and higher)

Posted Surveys

Survey Answers

Survey Answers are individual records that contain an answer to a question in a ClickDimensions Survey. These records can be found in the Posted Survey record, as well as in a running list of all Survey Answer records in the Marketing area of CRM.

Survey Answers

Location of Web Tracking Entities

These entities are located in a number of places throughout CRM.

The main area where you can see these records is in Marketing > Analytics (ClickDimensions in CRM 4).

Entities

You can also find these records in Lead and Contact records. These records will be unique to the record you are looking at.

For various Web Tracking elements, such as web pages and web forms, you can associate them with a Campaign record. For example, when you associate a form with a Campaign record, you will be able to see all Posted Form records in the CRM Campaign record.

The Profile page, located in Lead and Contact records, is another location you can find some of these web tracking records. In the Profile page, you can see all web visits this Lead or Contact has made and specific page views (by inserting the Priority Page script on the web page). You can also see posted form fields the Lead or Contact had previously filled out via a form that is integrated with ClickDimensions.


Feature Added: Original
Feature Updated: 8.10.0
ClickDimensions Version Need: 8.10.0