Financial Services Creatio, sales edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Lead source and website activity tracking

The Creatio function for tracking and analysis of customer activities on your website helps you get a complete customer profile, as well as analyze lead channels and origins.

To get complete information on leads, set up:

Attention

Website event tracking function is available only in Marketing Creatio.

Note

To be able to track lead sources and website events, you need to first set up the connection between your landing pages and Creatio.

As a result, after someone fills out a web form on your website, Creatio displays lead channel and source information.

You can use the charts and aggregated indicators in the [Leads] section dashboards to estimate the lead conversion by channel. Enlarge the audience of potential customers and bank sales by focusing on the most effective lead generation channels.

Contents

Website event tracking

Lead source tracking

See also

The [Landing pages and web forms] section

Video tutorials

Lead management

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