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.
Name: Name the view
Slack: Add a Slack webhook to receive Slack notifications for this view. This is a required field.
Webhook: Add Webhook URL(Optional)
Add matching leads to a campaign or list
Filters: Filters available in the Website Visitor View are revenue, seniority level, department level, primary industry, and number of employees.
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", the visitors that match the criteria from this view will be sent to a selected campaign in real-time.
From the "All Visitors" tab
Click the "Filter" button
Select filters based on the industry, revenue, department, and job roles.
Select the leads and click "Add to Campaign". You can check for duplicates, and you should also verify the leads before contacting them.
The visitors' email addresses still need to be verified before contacting them. You can use the built-in verification service in Instantly.
Alternatively, download the CSV file, verify with your preferred tool, and manually upload the leads to the campaign.