Prerequisites
This feature is available to all DemandScience customers. To view it in the platform UI and generate data in the report, the Visitor ID tracking script must be enabled and installed on your website.
Overview
Our Account-Based Visitor ID turns your anonymous website visitors into named accounts, allowing you to see how your account-based advertising is driving meaningful engagement in your target accounts. Specifically, you’ll be able to see the number of unique visitors, page views, pages per visit, and total visits for each account, as well as the date of the last visit.
Users can also drill into a specific account view to understand what content their website visitors are interacting with so they can deliver timely, personalized marketing communication and sales outreach.
To find this report, navigate to Data Studio > Engagement Signals and select Site Visits, the 'Overview' tab will be displayed by default.
How does Visitor ID work?
Once Account-Based Visitor ID is set up, DemandScience begins recording website activity, cookies unique visitors, and then conducts a reverse-IP lookup to associate a company with the visit. Once the reverse-IP lookup is complete, we identify the company and display it in the Site Visits table. Since the visitor is cookied during their visit, they’re considered a unique visitor and subsequent visits to your site will be tracked but not be counted against your allotment of monthly unique visitors.
Note: As with any other cookie-based tracking solution, if a visitor clears their cookies, doesn’t allow cookies, or visits from another device, they will be counted again as a unique visitor if they return to your site.
Site Visits Table
Overview Tab
The Overview Tab summarizes site visit data by CRM Accounts and Potential Accounts (i.e. companies not matched to any account in Data Studio).
The Site Engagements Overview tab includes the following summary metrics:
-
CRM & Potential Accounts:
- Page Views: CRM Accounts tab will show the total number of pages on your website that were viewed by a known Data Studio account within the specified date cohort. Potential Accounts will show the total number of pages viewed by an account that did not exist in your CRM at the time of visiting your site.
- Form Fills: The number of form fills on your website by visitors on tracked pages. The form must contain an email address field, at minimum, to be counted.
- Downloads: The total number of content downloads on tracked pages. This will be detected by link clicks that contain .PDF in the URL.
- Video Plays: The number of video plays that a visitor initiated on a tracked page. “Video play” events are captured when a video is started, and are currently supported by YouTube, Vimeo, Vidyard, and HTML5.
- Accounts: Identified accounts that visited your website in the selected time range. “Identified” accounts will have activity that can be attributed to a real web user, (via our Visitor ID tracking script), and to a specific account.
-
CRM Accounts Only:
- Impressions: The number of DemandScience ad impressions served to identified accounts in the reporting period.
- Clicks - total number of DemandScience Ad clicks across all CRM accounts that visited your website within the specified date cohort
- Chat Conversations: The number of DemandScience chat conversations that were initiated by visitors (i.e., visitors that interacted with a DemandScience chatbot). This metric will only show for DemandScience customers that have access to Chat Experiences as part of their subscription.
Additionally, the Site Visits Report includes Top Accounts by Activity and Recent Form Fills for both CRM and Potential Accounts.
- Top Accounts By Activity: This chart will display the top 5 accounts with the most web activity events (visits, form fills, video plays, chat conversations, and downloads) in the reporting period.
- Recent Form Fills: This chart will display 5 accounts with the most recent form fill submissions in the reporting period.
Note: At this time, users are not able to click into these charts to see further details. The Account View tab, however, will provide additional information, including a breakdown of web activity events by account.
Finally, the Key Engagements chart will show a breakdown of website activity events in the reporting period.
Note: The Sort Data By filter located at the top does not update the Overview tabs charts or data.
CRM & Potential Accounts Tabs
In the Site Visits table, accounts that visited your website within the specified timeframe are categorized into two tabs:
- CRM Accounts: Accounts present in Data Studio (i.e., CRM or Imported).
- Potential Accounts: Accounts not found in Data Studio.
You can sort and view this data in various ways:
- By Account
- By Account & Location
- By Account & Visited Domain
- By URL Visited
The displayed columns will adjust based on your selection.
Common Fields Across All Views (Displayed for CRM and Potential Accounts):
- Site Visits: The total number of visits made by an account to your website during the selected timeframe.
- Devices: The number of distinct devices from which visitors for this account were identified.
-
Page Views
- CRM Accounts: The total number of pages on your website viewed by known Data Studio accounts within the specified date cohort.
- Potential Accounts: The total number of pages viewed by accounts that did not exist in your CRM at the time of their visit.
- Last Page View: The last time an account viewed a page on your site.
- Form Fills: The number of form submissions on tracked pages that include an email address field at a minimum.
- Downloads: The total number of content downloads on tracked pages, identified by clicks on links containing ".PDF" in the URL.
- Video Plays: The number of video plays initiated by a visitor on tracked pages. This event is captured when a video is started and is supported by YouTube, Vimeo, Vidyard, and HTML5.
- Pages Per Visit: The average number of pages viewed during a session by the account.
- First Visit Date: The date when the account first visited your website within the selected timeframe.
Sort Data by Account
This view aggregates data at the Account level and adds the following fields:
- Account: Identified accounts that visited your website during the selected time range. These accounts are attributed to a real web user and a specific account via Visitor ID tracking.
- Domain: The domain or subdomain that users from a particular account have visited.
- Impressions (Only on CRM Accounts tab): The number of DemandScience ad impressions served to identified accounts in the reporting period.
- Clicks (Only on CRM Accounts tab): The total number of DemandScience ad clicks across all CRM accounts during the specified date cohort.
- Qualified Leads: The number of leads generated from an active Content Syndication campaign within the specified date range.
For Potential Accounts:
- Employee Range: The range of employees within the company associated with the account.
- Revenue Range: The revenue range of the company associated with the account.
- Industry: The industry the company associated with the account operates in.
- Qualified Leads: The number of leads generated from an active Content Syndication campaign within the specified date range.
Sort Data by Account & Location
This view aggregates data by Account and Location, adding the following fields:
- Account: Identified accounts that visited your website during the selected time range.
- Domain: The domain or subdomain that users from a particular account have visited.
- City: The city where the account’s location is based.
- State or Province: The state or province where the account’s location is based.
- Country: The country where the account’s location is based.
Sort Data by Account & Visited Domain
This view aggregates data by Account and Visited Domain, adding the following fields:
- Account: Identified accounts that visited your website during the selected time range.
- Domain: The domain or subdomain that users from a particular account have visited.
- Visited Domain: The domain that the account visited on your website.
Sort Data by URL Visited
This view aggregates data by Visited URL, adding the following fields:
- Visited Domain: The domain that the account visited on your website.
- Visited URL: The specific page visited by an account.
- Accounts: Number of identified accounts that visited the specific URL.
-
Locations: The geographic locations (city, state, country) associated with the account’s visits. If multiple locations were detected, you can expand out to see them:
Account Detail View
To view specific pages visited by an account during the selected timeframe, click the Page Views number for the desired account. This will be available in the reporting table when sorting by Account, Account & Location, or Account & Visited Domain.
This will direct you to the Account View Table, which displays:
- Visited Domain: The domain that the account visited on your website.
- Visited URL: The specific page visited by the account.
- Site Visits: The total number of visits made by the account to your website.
- Devices: The number of distinct devices from which visitors for this account were identified.
- Page Views: The total number of pages viewed by the account.
- Last Page View: The last time the account viewed a page on your site.
- Form Fills: The number of form submissions on tracked pages by the account.
- Downloads: The total number of content downloads on tracked pages by the account.
- Videos: The number of video plays initiated by the account.
- Locations: The geographic locations (city, state, country) associated with the account’s visits.
Page Visit Detail View
To see all of the specific accounts that visited a specific page during your selected time frame, you can click on the "Accounts" while sorting the data by URL Visited:
This table shows all accounts' engagement on a specific URL, including:
- Account Name
- Site Visits
- Devices
- Page Views
- Last Page View
- Form Fills
- Downloads
- Video Plays
- Locations
Filtering the Report
The Site Visits allows you to filter data by account-specific data points.
Filtering by column results
By clicking the filter icon on the right bar, you can narrow down your results based on the field values.
Alternatively, you can exclude accounts by inverting the filter from Equals to NOT Equals by clicking the ≠ icon:
Adding additional field operators
By default, field filters will be assigned certain operators based on the primary use case. For example, numeric fields will have "Is Between" by default as it covers most filtering needs. However in some cases you might want additional criteria. To add new operators, hit the "Edit Report Filters" button located at the bottom of the filtering panel.
This will enable additional operators. To add those operators to your filter panel, check the box to the left of them and hit done:
Additionally, you can remove or duplicate operators by clicking the trash icon:
Adding additional fields for filtering
In addition to filtering by table values, you can also add extra fields for filtering. To begin, click the "Add Filters" button at the bottom of the filtering panel.
This will open the panel with all available fields, organized alphabetically within their respective groups (based on the data source). You can also use the search box to find a specific field. To add a field, simply check the box next to it, then close the panel by clicking the right arrow.
Additionally, you can add this field to the table by clicking the column editor and selecting your desired fields:
Frequently Asked Questions
-
Q: How can I get my CRM account ID in the export of these results?
- A: You can add CRM ID as a column. To add it, click the column picker and choose CRM ID. If you do not see it as an option, select it from the "add filters" option as described above.
Comments
0 comments
Please sign in to leave a comment.