Integrating the Freshworks CRM tracking code snippet into your website is a one time process. Once the snippet is integrated, Freshworks CRM will track visitors with the help of browser cookies. The visitor data will be tracked anonymously. Here’s how this can be done:
On your Freshworks CRM, go to Admin settings > click on Tracking Code for Marketing. This opens the Tracking code page.
Copy the tracking link by clicking the Copy icon. Freshworks CRM provides two types of tracking links each of which has a basic functional difference in the code execution.
Synchronous code: The scripts are loaded and executed sequentially.
Asynchronous code: The scripts are loaded and executed concurrently. Since the scripts are executed simultaneously, there is a possibility of page flickering from the original page to the variation page. Hence, avoid using an asynchronous code for A/B testing and split testing.
You can also opt to send the code to an email id by clicking 'Send this to a Developer'.
Take the copied link to your website’s admin console.
Paste the link in the header tag of your website and head back to Freshworks CRM.
Note: If the code snippet is placed in the Footer tag, the code still works. But the original page appears first and then immediately changes to the variation page(if any), as the Freshworks CRM code kicks-in.
Click verify if the events are being sent to Freshworks CRM. When the verification is successful, you’ll receive a success notification and will be presented with a success tag. to
Once the code is integrated into your webpage, it does not require modifications every time to run various experiments. Multiple tests can be performed with the same code snippet installed on the webpage, from your Freshworks CRM account.
Map website visits and events to a contact
Once the code is integrated into your webpage, visitors are tracked with website cookies. To extend visitor tracking to contacts, click the page tracking checkbox.
For example, whenever a visitor submits a form that’s being tracked by the snippet, the tool will identify the contact and associate all the activities performed by the contact previously as a visitor on the website. Using this data you can perform contact activities inside Journeys, Segments, and activity profile, etc.
The list of domains that you need to track has to be specified here. There are no limitations on the number of domains that can be tracked. However, the Freshworks CRM snippet has to be integrated into the domains.