Gain insights into the online behavior of contacts by using their form submission data or tracking data imported from a web analytics service. For example, discover the source that led the contact to your website or products that interest them the most. View this data on the Engagement tab of the contact page.
You can also gain insights into the behavior of leads after you qualify a lead. The qualification creates a new contact whose data you can track similarly to any other contact
We recommend using Matomo tracking service that has a connector available on the Marketplace: Matomo connector for Creatio. However, you can develop a custom integration that works with a different web analytics service.
View form submission data
Creatio automatically identifies contacts that submit forms on landing pages that involve contact creation. For example, “Contact registration form.” Learn more in a separate article: Identify contacts that submit web forms.
Form submissions are displayed in the Submitted forms detail of the Engagement tab and updated in real time.
Each form submission is an individual record that contains the following data:
- form submission date
- landing page that contains the form
- relevant site domain
- fields the contact filled out
Set up an integration with a web analytics service, for example, Matomo, to enhance form submission records with web analytics data, e. g., user location.
Import tracking data from Matomo
You can import contact web session and action data Matomo recorded over the past 12 months. To do this, install and set up the Matomo connector for Creatio application. Data is associated with the contact in several ways:
- Contact identification mechanism is used when the contact submits a form on a landing page that involves contact creation. For example, “Contact registration form.” Learn more in a separate article: Identify contacts that submit web forms.
- Email address is used when the contact clicks the link in a bulk email sent with Creatio Marketing tools.
Once the data is associated with the contact, Creatio imports the data recorded over the past 12 months. The data is displayed on the Web sessions and Web actions details of the Engagement tab, respectively.
If a contact is identified after they submit a form, Creatio imports Matomo data immediately. By default, further updates are performed once a day. Customize the update time and frequency in the Matomo connector for Creatio application.
If a contact is identified after they click the link in a bulk email, Creatio imports Matomo data as part of the next update scheduled in the Matomo connector for Creatio application.
Each web session is an individual record that contains the following data:
- session start date
- recorded location
- traffic source
- marketing channel
- page referrer URL
- session duration
- number of actions
- platform (OS)
Each web action is an individual record that contains the following data:
- action start date
- action type
- the name of the relevant web page
- the URL of the relevant web page