Individual Visitor Dashboard

Owned by Karl Tompson
Last updated: Oct 16, 2023
4 min read

A Lightning Web Component is provided that can be added to any record page. If there is a Visitor record related to the current record by any lookup field, Send2CRM analytics information will be shown.

For example if Visitor identification is configured to reference Leads, add this control to the Lead record page.

Key Performance Indicators

Displays the all-time key stats for the Visitor. These values are independent of the currently stored Sessions.

Highlights

See separate documentation.

Graphical Charts

  • Goals: all-time Goal values for the Visitor in a polar area chart, or radar chart if at least 3 goals are present.

  • Devices: device types for currently stored Sessions in a donut (pie) chart.

  • Activity: all-time event counts for the Visitor in a stacked timeline.

Segments

Displays a list of all-time Segments for the Visitor.

Segments can be removed by clicking Delete on the action menu of the applicable row.

Click the Add Segment button to apply a generic Segment name to the visitor. This can be used when a salesperson wishes to manually flag a visitor for a particular purpose. The new Segment will be reflected on screen immediately, and applied to the visitor at the website on next update.

Goals

Displays the aggregate Goal data for the Visitor.

Goals can be removed by clicking Delete on the action menu of the applicable row. They may also be modified by clicking Edit.

Click the Add Goal button to add generic Goal name/value pair to the Visitor. Note that Goal names must be unique; if you add one that already exists the value will be added to the existing entry.

Client overwrite

When Segments are deleted, or Goal values modified or deleted, a timestamp is set in Salesforce. This is used to ensure that all Send2CRM clients receive the updated data even when values are reduced or removed.

Sessions

Displays the currently stored Sessions for the Visitor. Sessions may be automatically removed based on the Maximum Sessions setting to avoid excessive records in Salesforce.

Clicking the number in the Views column also opens the Page Views popup.

Stats

To see more details for a given Session, click the dropbutton on the right of the desired row, then Send2CRM Session Stats. A popup dialog will appear with various details recorded from the client in the web browser, and a summary of the types of events within the Session.

The GOAL event type is slightly special when shown here; the Total is the Goal value rather than the event count.

Page Views

If the Store Event Data custom setting is enabled, the session table dropbutton will also have a Page Views option. This will display a popup with the recorded views for the session, i.e. PAGE and FRAGMENT events.

Session Events

If the Store Event Data custom setting is enabled, the session table dropbutton will also have a Session Events option. This will display a popup with all other recorded events for the session, excluding PAGE and FRAGMENT types.

Page Views

This is a per-Visitor summary of the Session Page Views. It aggregates data by unique URL, showing the total view count and date/time of most recent view.