web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Possible to score "Website Visits" where a form is integrated by using the Entity "Form visited"?

(0) ShareShare
ReportReport
Posted on by 60

Dear Community,

I have following question about lead scoring and in particular lead scoring based on the entity "Form visited".

The use case: we would like to score whether a lead has visited a certain page. Unfortunately, there are currently problems with the tracking script (and thus with the integration of the entity "Website visit") in connection with the GTM Tag Manager. Therefore we are wondering if it is not possible to track the visit of a specific page in a different way.

Our idea: on the example www.loremipsum.de/salescontact the form "salescontact" is embedded. Now we want to track via the entity "form visited" that the form, i.e. this page, was visited.
The current status: nothing is tracked as long as no form is submitted.

The question: have we misunderstood the entity "Form visited"? Does it need to be submitted or can the error be somewhere else?

Thanks a lot for your ideas!

I have the same question (0)
  • Suggested answer
    Hari Narayan Singh Profile Picture
    230 on at

    Hi Diana Schindler ,
    Hope you are having a great day...

    I can suggest two ways to achieve your goal

    1. Redirect Link

    First setup a re-direct link for your page that you would like to track visit's on
    pastedimage1660140717515v2.png
    If you wish to see the insights for clicks on the redirect link you can do that as well
    pastedimage1660140850209v3.png
    Now setup a lead scoring model to give points to leads with clicks on redirect links, please refer the Image below

    pastedimage1660140911427v4.png

    This is how you can score every lead for a particular page visit, setup other configurations as required...

    2. Website visit

    Setup your marketing website
    Now create a lead scoring model for particular page visit, refer the image below
    pastedimage1660141124940v6.png
    Now add two more expressions to the same model
    1. As Image attached
    pastedimage1660141192247v7.png
    2. As Image attached
    pastedimage1660141235949v8.png

    This should score leads for a particular page visit (define the URL in expression 2 as shared on the Image attached above)

    If you wish to gather leads into a segment you can setup-dynamics segment as shared below
    pastedimage1660141432915v9.png

    Hope all the Screen shots might help you re-solve the issue.

    If this helps, can I please request you to mark this as suggested answer to help other as well?

    Thanks & Regards,
    Hari

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Pallavi Phade Profile Picture

Pallavi Phade 101

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 72 Super User 2025 Season 2

#3
TAHER Mehdi Profile Picture

TAHER Mehdi 58

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans