The inbox is the place where all your data is shown. Here you can filter by period, link tags, see live visitors and find the data of a company.
When you enter the portal for the first time, it probably still looks pretty empty, the tracking code has not yet been posted or has recently been placed. After the code has been placed, the first leads will arise and the inbox will fill up. Through this guide we will explain more about the inbox.
There is a menu on the left side of the portal, where you can filter your visits. Here you can filter by the period of a lead, the country of origin of a lead and the associated tag (s) to a lead. Tags are further explained under the heading "Tags" in this manual.
By filtering on period, you can easily see when leads have visited your website. Because we have recognition in several countries, you can also filter on countries.
You can link tags to leads, so they are easy to distinguish. We already have a number of tags for you, but you can always edit and delete them yourself. You can make it as extensive as you want with tags. You can also filter by tags by selecting them.
You can also set your own tags, and manage the tags by hovering over a tag. Here you can change the color of the tag, change the name (not possible with the standard labels), remove the tag and hide the tag in the inbox. When you hide the tag, it is still visible to the linked customers and on the trigger page. Would you like to know more about how tags work via triggers? Read our trigger manual!
After linking a tag, it also becomes visible in the overview of the leads. This also allows you to see which tags are linked to the company. You can also link multiple tags to a customer.
When you have a business visitor on your website, a lead is created with a company profile with useful information. The following information can be found here:
- Contact details
- Chamber of Commerce information
- Legal information
- Managing board
- Financial data (when available)
You also have the option to add comments, so that you and your colleagues know when certain agreements have been made or actions have been taken.
Here you can see how many pages the lead has visited, how long the visit was, whether the visitor came to your website directly or through another website, and which pages were viewed. This also works with our live view, allowing you to see live on which page a lead is viewing.