Once the pixel is installed, it will start capturing information about the visitors to your website. You will receive data in the "Website Visitors" tab.
There are two ways to import visitors into a campaign:
From the Website Visitor View
Website Visitor View is used to send visitors to a campaign in real time.
View total visitors, identified visitors, high-value visitors, and visitors detected today.
Search or filter visitors by time range, revenue, seniority level, department level, primary industry, and number of employees.
Create Website Visitor View
Name: Name the view
Slack: Add a Slack webhook to receive Slack notifications for this view. This is an optional field.
Webhook: Add Webhook URL(Optional)
Add matching leads to a campaign or list
You can also specify the exact URL the visitor was detected on, and the Referrer - who brought the visitor to this page. For example, if the visitor came from an Instagram ad, you will see Instagram as the referrer.
Once you click "Save", visitors who match the criteria in this view will be sent to the selected campaign in real time.
From the Website Visitors tab
Click the "Filter" button
Select filters based on the revenue, seniority level, department level, primary industry, and number of employees.
Select the visitors and click Actions → Add to campaign.
You can skip leads that are already in the campaign
The email addresses provided by the Website Visitor ID still need to be verified before contacting them. You can use the built-in verification service in Instantly (get credits here) to import leads to a campaign in a few clicks.
Alternatively, download the CSV file, verify with your preferred tool, and manually upload the leads to the campaign.