Track website visits, social media clicks, and banner clicks
Applies to Dynamics 365 (online), version 9.x
Dynamics 365 provides several ways to help you get to know your potential customers and to see how they interact with your various marketing initiatives. We've already mentioned that you can see when email recipients open a message or select a message link—and when new or existing contacts submit a form from a marketing page. You've also seen that these actions can affect lead scores and the way contacts flow through your customer journeys.
In addition to these activities, you can also store information, view analytics, and score leads based on:
- How known contacts and anonymous visitors use your website.
- How known contacts and anonymous visitors select links you put in social posts and banner ads.
In this exercise, we'll look into how to set up website and click tracking.
Set up website tracking and read results
To set up page analytics for a new website:
Go to Marketing > Internet Marketing > Websites. You now see a list of existing websites. Make sure you don't already have one set up for your site.
On the command bar, select New. The New Website page opens.
Enter a Name to identify the website (or partial website) that you want to track. A URL and Description might help other users but won't affect the script or its functionality.
The Timeout setting enables closely grouped visits from a single browser to be recorded as a single session. A new session will start after this period of inactivity from a given browser. The default, 20 minutes, is usually a good value.
On the command bar, select Save.
Set up trackable links with redirect URLs and read results
Dynamics 365 can generate redirect URLs for you. Each redirect URL targets your Dynamics 365 server, which logs the click and then immediately redirects the user to the expected content. This enables you to log clicks on links that you put into social media posts, banner ads, forums, and elsewhere. This information can help you choose the best channels for getting your message out. These records are also mapped to specific contacts when possible (usually because they have submitted a marketing form and therefore have a cookie set in their browser).
To create a redirecting URL:
Go to Marketing > Internet Marketing > Redirect URLs. You now see a list of existing redirect URLs.
On the command bar, select New. The New Redirect URL page opens.
Enter the following:
- Name: Enter an internal name for the redirect URL. If you use this feature often, you should come up with a naming convention that will make it easy to find the right record when you want to come back and view results.
- Original URL: Enter the full URL for the page the redirect URL will target. This is the page that users will actually be expecting when they select the link.
On the command bar, select Save. The page is reloaded with an autogenerated link in the Redirecting URL field. Copy and use this version of the URL in your communications as needed.
To see usage statistics about one of your redirect URLs, go to Marketing > Internet Marketing > Redirect URLs and open the link you want to learn about. These interactions are also shown on the Insights form views for leads and contacts.
- The event portal uses a session cookie to enable contacts to sign in and register for events. More information: Set up the event portal