Website Visits
Package: MARKETING
1. General
The Website Visits module logs website visits determined by SalesViewer in detail.
A record is automatically created per website visit. Each record in the Website Visits module is referenced to a record in the Leads module.
All pages visited during the website visit and the triggered interests are listed in the Additional Information block in the Visited Websites field.
Records are created by the SalesViewer integration.
Furthermore, the Layout Editor in Module Management is not available for the Website Visits module.
A sales employee sees in brainX that a lead from a known company has visited the pricing page three times today. They use this information as an occasion for a targeted approach.
A marketing employee evaluates via the Reports module which website visitors have visited specific product pages for a particularly long time, to draw conclusions about purchase interest.
2. List View
The list view in the Website Visits module has the usual functionalities of a list view. For more detailed information, see the section Structure/Layout – List View.
The Charts feature is generally not available in the Website Visits module in the list view.
2.1. Actions
In the list view, general actions are available depending on the module. An overview and description of all general actions can be found in the section Actions (List View).
There are no module-specific actions in this module.
3. Detail View
In the default state, the detail view of a record in a module has standard fields which are described below.
All data determined by SalesViewer is entered in the Website Visits and Additional Information blocks.
3.1. Fields
Basic Data Block
| Field | Description |
|---|---|
| Website Visits | Reference to the linked record in the Leads module. If the SalesViewer integration is active, special MQL fields are automatically integrated into the Leads module. |
| Visit Duration | Visit duration in the format hh:mm:ss |
| Visit Started | Date and time when the visit started |
| Visit Ended | Date and time when the visit ended |
| Visit Language | Country code of the language used by the browser |
| Visit Referrer | Source of the visit. Displayed when the page was accessed via a link on another website or via a search engine (e.g., Google, Bing). |
Additional Information Block
| Field | Description |
|---|---|
| Number of Pages Visited | Shows the total number of web pages visited in a session |
| Visited Websites | URL of the visited website |
| Number of Triggered Interests | Shows the number of triggered interests |
| Triggered Interests | Areas of the website configured as interests (configurable in SalesViewer) |
3.2. Actions
The following actions are available in the detail view:
3.2.1. General Actions
- Delete
- Change Tracking
- PDF Export
- Recommend
For detailed information on the actions, see the section Actions (Detail View).
4. Module Management
In the Module Management of the Website Visits module, there are a few special features to note.
In the settings Record Selection (columns and quick filters of popups for selecting records) and Links (columns for displaying records from this module in the "Relations" tab in the detail view of other modules), the SalesViewer GUID field can be displayed. The SalesViewer GUID is the unique ID of a visit and is usable in SalesViewer itself.
5. Evaluations
Website visits can be evaluated in detail using the Reports module.
Report showing which website visitors visited which web pages for how long.
Detailed information on creating and evaluating a report can be found in the section Reports.
6. Practical Examples
1 – Targeted Contact Approach Based on Website Visits
A sales employee checks the newly arrived website visits in the Website Visits module each morning. He notices that a lead from a known company visited the pricing page three times the day before – with a total visit duration of over eight minutes. Via the Visited Websites field, he sees which specific pages were visited, and via the Triggered Interests field which product areas were marked as interesting.
He opens the linked lead record directly from the website visit and makes targeted contact – knowing which products the prospect is interested in. This turns an anonymous website visit into a qualified sales activity.
2 – Evaluating Purchase Interest Through Reports
The marketing team wants to systematically evaluate which product or pricing pages are visited particularly long and frequently by website visitors, to draw conclusions about purchase interest.
In the Reports module, a new report is created based on the Website Visits module. The fields Visit Duration, Number of Pages Visited and Triggered Interests are configured. A filter on specific URLs in the Visited Websites field narrows the evaluation to relevant product pages. The report is sent to the marketing team as a weekly schedule, which uses the results for prioritizing leads and campaigns.
3 – Converting SalesViewer Leads into the Sales Process
The SalesViewer integration identifies an anonymous visitor as a company and automatically creates a lead record in brainX. In the Website Visits module, several visits are stored for this lead, including accesses to the solutions page and the contact form.
The responsible sales employee opens the lead record, adds the appropriate contact person from the company and evaluates the visit history. Based on the pages visited and the triggered interests, the lead is classified as qualified and converted via the Convert Lead action into a contact and directly a deal.
7. Frequently Asked Questions
Can website visits be manually created or edited?
No. In the Website Visits module, users cannot create, copy or edit records. All records are created exclusively automatically by the SalesViewer integration.
What is the prerequisite for using the Website Visits module?
The Website Visits module requires the active and configured SalesViewer integration. Without this integration, no website visit records are generated.
How is a website visit linked to a lead?
Each record in the Website Visits module is automatically linked to a record in the Leads module. The link is visible via the Website Visits field in the Basic Data block. If the SalesViewer integration is active, additional special MQL fields are displayed in the Leads module.
What are "triggered interests" and how are they configured?
Triggered interests are areas of the website configured as interest categories in SalesViewer – e.g., specific product pages or topic areas. When a visitor accesses such a page, the corresponding interest is recorded in the website visit record. The configuration of interests takes place directly in SalesViewer.
Can I evaluate website visits in reports?
Yes. Website visits can be evaluated in detail in the Reports module. All fields of the module – including visit duration, visited pages, number of page views and triggered interests – are available as fields and filters in the report.
What is the SalesViewer GUID and what is it used for?
The SalesViewer GUID is a unique ID that uniquely identifies each website visit. It is usable in SalesViewer itself, e.g., to look up a visit directly in the SalesViewer interface. The field can be displayed in the Record Selection and Links settings in module management.