Skip to main content
Version: 8.1Marketing

Track contact data

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

Creatio is integrated with Matomo out of the box. You can also develop a custom integration that works with a different web analytics service.

Fig. 1 Engagement tab of the contact page
Fig. 1 Engagement tab of the contact page

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.

note

Form submission records do not include lookup fields since the records contain original data provided by the user or passed from the website.

Import tracking data from Matomo​

note

This section covers the data import procedure for Matomo. If you are using a custom integration with a different service, refer to the corresponding documentation.

You can import contact web session and action data Matomo recorded over the past 12 months. 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.

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.

If a contact is identified after they click the link in a bulk email, Creatio imports Matomo data as part of the next update.

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)
  • device

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

See also​

Integrate with landing pages and web forms

Identify contacts that submit web forms

Install apps from the Marketplace