To set up tracking of website traffic using Click Tracking (aka WebTrax), follow these steps:
Note: It is important to setup the WebTrax page tracking prior to activating or establishing the Marketing Automation process. This allows WebTrax to use the embedded links in email campaigns and once the customer clicks the link, they’re identified, and tracked. Additionally, WebTrax is limited to only one Marketing Account and cannot be applied to multiple Digital Communication accounts.
Step 1 Log into the Digital Communication platform
Step 2 Use the product drop-down and select On Demand
Step 3 Use the module drop-down and select WebTrax
Step 4 Click the WebTrax Settings and Reports button
Step 5 Click Edit Categories
Note: Categories are used for grouping pages being tracked and will be referenced when setting up the decisions for the marketing automation.
Step 6 Click in a box to edit the category description
Step 7 Click Add to create a new category
Step 8 Click Save once the categories are named as desired
8.1 Click Yes to the confirmation message
Step 9 To delete a category, click the trashcan icon located to the right of the name
Step 10 Click Save
10.1 Click Yes to the confirmation message
Step 11 Click the WebTrax Settings and Reports button
Step 12 Click Edit Tracked Domains
A list of Domains that are currently being tracked will appear.
Step 13 Click Additional Domains to add more domains to track (optional)
13.1 Type the domain in the box
13.2 Click Save
13.3 Click Yes to the confirmation message
Step 14 To delete an Additional Domain, click the trashcan icon located to the right of the domain
14.1 Click Save
14.2 Click Yes to the confirmation message
Step 15 Click the WebTrax Settings and Reports button
Step 16 Click Setup Instructions
This script is institution specific based on the domain rather than page specific so a simple copy and paste on the website would work best to allow the updating or removing. Best practice is to place the JavaScript in the header of the website.
Step 17 To add a new page, click Begin
17.1 Type in a Name
17.2 Click the drop-down arrow to select a Category
17.3 Type in a Description
17.4 Type in a Page title and select the preference of Exact or Contains
17.5 Type in a URL and select the preference of Exact or Contains
Note: Only enter in one selection: either the Page Title or the URL but not both.
Step 18 Click Submit
Article Reference: DMX349