How do I learn the location details of a Conversion Website Engagement Insight?

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Overview

Website engagement insights, in both the Conversion Solution email digests and in the Salesforce app, include a Locations feature that lets you dig into the geography breakdown for your target accounts’ recent website engagement activity, including specific dates and URLs.  

This feature is particularly useful if you sell into target accounts with multiple office locations. For example, understanding the specific date and location from which the website visit came can help you gauge the impact of an on-site meeting. And, understanding the specific pages that each location visits can help you gain a deeper understanding of your target accounts, and where your actual buyers might be located.

Step-By-Step Guide

Here’s how to use the feature:

Step 1: Open the Location Insights page from the Conversion insight

1.1 Click Locations from a website engagement insight in your email digest, or click See Locations from a website engagement insight in Salesforce.

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The Locations link on a website engagement insight in the email digest.

 

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The See Locations link on a website engagement insight in the Salesforce app, seen here in Salesforce Lightning.

 

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The See Locations link on a website engagement insight in the Salesforce app, seen here in Salesforce Classic.  

 

Step 2: Select the desired timeframe (weekly, monthly, quarterly)

2.1 Click Weekly, Monthly, or Quarterly to select the timeframe for which you want to see website engagement insights for this account.

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Step 3: Dig into the Metro Regions and specific URLs to learn more

3.1 Click into a Metro Region to see the specific pages visited and number of page views.

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3.2 Click the expand carrot for any specific page to see the page views by date.

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