I have a website where the visitor can sign-in into the "myPortal" section.
At that moment my website knows who the person is.
The problem is that the Creatio website event tracking still thinks it's an anonymous visitor. I would like to tell Creatio who the customer is, so that the customers's website events/activity is added to the correct CRM customer in Creatio.
How can I do this?
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Hello Olivier,
Hope you're doing well.
First of all, we would like to recommend you to read the following academy articles regarding website event tracking where shortly described how it works, what it does, and how it should be configured:
- https://academy.creatio.com/docs/user/marketing_tools/website_tracking/…
- https://academy.creatio.com/docs/user/marketing_tools/website_tracking/…
All the information about pre-configured website events is saved in cookie files which are transferred to Creatio when the form on the page with pasted part of the code is submitted by the user. Then this information gets registered in the system in two tables: SiteEvent (BPMSessionId) and Lead (BPMSessionId) (in case you use Lead generation).
If I understood your question correctly, tracking data is saved in the system only in case the visitor fills in the form on the landing page and currently there is no out-of-the-box tool that allows tracking users and transferring this data to the Creatio app. It requires a complex development of new logic in the system in order to get events without the forms submitted passed to the website.
Best regards,
Roman