This document provides a five-step guide for setting up RealSynch Identify, covering website tracking pixel installation, tracking verification, visitor identification, lead enrichment, and workflow delivery.
Step 1: Install the website tracking pixel
- The tracking pixel is the website component used to collect the activity required for Identify to operate.
- Your website administrator or designated setup contact must install the approved tracking code on the required pages.
- The installation requirements may depend on your website platform and the pages included in your Identify setup.
*Before proceeding: Follow the installation instructions provided by RealSynch. Do not copy tracking code from another account or website.
Step 2: Allow tracking to be verified
- After installation, the tracking implementation should be checked to confirm that it is loading and functioning correctly.
- A successful installation means the tracking code is present and operating as expected. It does not necessarily mean that a visitor has already been identified or that a lead will immediately appear.
- Your RealSynch representative can help verify the installation
Step 3: Identify eligible visitors
- When visitors browse your website, the tracking technology supports the process of recognizing eligible activity.
- Whether a visitor can be identified depends on several factors, including the availability of matching information and the technical conditions of the visit.
- For this reason, website traffic and identified leads are not the same thing.
Step 4: Enrich available lead information
- When a visitor can be matched successfully, available information may be used to provide additional details about the potential lead.
- The information provided can vary. Do not assume that every identified lead will include the same contact fields.
Step 5: Deliver eligible leads through your configured workflow
- Depending on your account setup, eligible leads may be delivered to a supported CRM or other configured destination.
- The destination, available fields, and delivery behavior depend on your configuration.
After setup, we will test the complete workflow to confirm that the expected lead information reaches the intended destination.
If you have completed installation but need help verifying tracking or lead delivery, contact RealSynch Support