This configuration assumes that you have already created an API feed in LeadLab. If you haven’t created one yet, here are instructions on how to do so. In the first step, select Make a Zap! Select the Webhooks by Zapier. Under Choose Trigger Event, select Retrieve Poll and confirm with…
Wofür kann das Diagramm eingesetzt werden? Durch die ein- und ausgehenden Klickpfade kann identifiziert werden auf welchen Seiten Besucher vor oder nach einer wichtigen “Conversion Seite” aktiv waren. Z.B. können Sie so herausfinden, welche Seiten ein Besucher aufgerufen hat, bevor jemand auf ein Bestellformular gelangt ist. Dieses Diagramm gibt einen…
What can the diagram be used for? The inbound and outbound click paths can be used to identify which pages visitors were active on before or after an important “conversion page”. For example, you can find out which pages a visitor accessed before someone got to an order form. This…
After installation, all administrators or all users (depending on the users for whom the application was installed) receive LeadLab authorization sets. In these authorization sets, all relevant authorizations for users with regard to the LeadLab4Salesforce fields are already preset. Authorization sets In Salesforce “Setup” under “Users” and permission sets, you…
To configure LeadLab4Salesforce initially for daily work, select the LeadLab Setup tab. Changes in the setup should only be made by the Salesforce administrator. 1. ) To activate your tracking account, select the button “Initialize Connection”. 2. ) You will receive a tracking code, including privacy policy and opt-out link….
LeadLab4Salesforce can be downloaded from the Salesforce AppExchange and then installed in your Salesforce Sales Cloud. The installation will be performed by your Salesforce administrator. To start the installation, select the green “Get It Now” button. In the next step, log in with your personal Salesforce login details. Choose whether…
A scoring profile automatically evaluates company visits according to freely definable criteria. The goal is to obtain an improved assessment and qualification of visitor behavior. How do I set up a scoring profile? You can create, edit or delete a new scoring via the side menu under Tools | Meine…