Start tracking your sites

Overview

Delivering exceptional digital experiences to customers and getting optimal conversion rates are the top priorities for every marketer. To effectively reach these goals, it is crucial to deeply understand your audience, including prospective and current customers, and their interactions with your brand. By analyzing your visitors' demographic and behavioral data, you can build audience segments, define personas, optimize the customer journey, and engage visitors to generate qualified leads that result in a higher conversion rate.

In this guide, you will learn the essentials of how to plan and start tracking your Sitefinity CMS sites, along with some recommendations and useful tips. You basically translate your company's business goals and marketing needs into a technical implementation and setup plan.

NOTE: This section only covers tracking your sites scenario. To fully optimize the digital experience on your site, you need to also leverage Insight analytics features.

Throughout this section, you will get acquainted with the aspects of web tracking with the example of quantum.sitefinity.com. The Sitefinity CMS Quantum sample project showcases all features of Sitefinity CMS and Insight that you need to explore to understand web tracking. For more information, see Quantum GitHub repository.

Workflow

Plan and setup

The following tables summarize some key marketing and technological aspects of web tracking. There is no strict sequence in implementing your web tracking strategy but we recommend that you generally have a clear understanding and plan for all of the aspects below.

Marketing perspective Example Technological perspective
Business goals definition
Increase the value of the Quantum brand by building relationships with potential customers and delivering the best digital experience for each visitor on the site. Implementation plan that identifies the key systems, sites, development, deployment, and configuration points.
Marketing positioning Define the business focus of Quantum, for example, global versus localized strategy. Decide whether to focus on the global audience or targeted segments. Create a strategy about tracking your sites and the granularity of the data collected. Plan your Sitefinity Insight setup.
Marketing goals Increase the conversion rates of your Quantum American site. Additionally, acquire more leads by increasing the number of contacts, as compared to anonymous visitors.

Create a tracking plan and analyze whether the Insight out-of-the-box features cover your scenario or you require custom implementation.

Marketing requirements Import contact data from another system, for example, CRM, to engage these contacts in campaigns. Plan on data integration with third party systems.

Start tracking your sites

Marketing perspective Example Technological perspective
Start collecting visitors' behavioral and demographic data.

Examine the journey taken by your website visitors. Track them from the first visit to the point where they complete the desired goal.

Connect to Sitefinity Insight and enable tracking on your sites. Configure data centers and data sources, in accordance with your strategy.

Create comprehensive contact profiles

Get a clear overview of your visitors' behavior, demographics, and interactions across channels. Employ the Insight cookie to map known and visitors across systems and sessions. You may need to use IP filter to exclude certain visitors.
Tracking and reporting needs and goals Discover key touchpoints and interactions that increase conversion rates for the desired goals.

Track whether your digital content assets, such as whitepapers and videos, attribute to increasing conversion rates.

Gather tracking data for default and custom events to enrich contact profiles. Leverage the Insight SDKs.
Optimize the digital experience Next steps to take in optimizing the customer journey and providing the best personalized experience to your audience. Measure the success of your marketing efforts.  Connect with Microsoft BI or Google Looker Studio to build dashboards tracking your marketing metrics.

The following sections look into more detail how to setup Sitefinity Insight and to start tracking your sites.

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