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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Track visitor's activities on website

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Posted on by

Hello Community,

I would like to confirm if Dynamics 365 Marketing supports tracking of visitors to 3rd-party website - for example an organization's website home page. In this case, the website is an existing site that was built on other platforms. It's not a website built by using the Dynamics 365 Marketing app. In this scenario, is it possible to use Dynamics 365 Marketing to track such visitor activities, and how can that be set up?

And besides Dynamics 365 Marketing, can the same be achieved using ClickDimension? Which one is a better fit for this use case?

Any insights would be appreciated.

Thank you!

I have the same question (0)
  • Verified answer
    meelamri Profile Picture
    13,218 User Group Leader on at

    Hi 

    Please refer to this docs: https://docs.microsoft.com/en-us/dynamics365/marketing/track-online-behavior

  • Community Member Profile Picture
    on at

    Thank you for the info!

    Would you know if using the embed forms on external websites would allow tracking of visitor's data such as "Location", "Device", "Date/Time Stamp", and other click actions back to Dynamics 365 Marketing?

  • Verified answer
    Nya Profile Picture
    29,064 on at

    Hi D365_Eric,

    Yes, the marketing forms embedded on external websites can also track these kinds of data.

    If you have any further doubt about Dynamics 365 Marketing, it is recommended to post your issue in the forum of Marketing.

    (+) Dynamics 365 Marketing - Forums, Blogs, Support

  • aaronbea Profile Picture
    6 on at
    It really depends on what you mean by "track visitor activities."

    If you just want to track website visitors (page views, sessions, bounce rates, etc.) then you don't necessarily need Dynamics 365 Marketing or ClickDimensions for that. Any web analytics tool like Google Analytics or Matomo can be added to your existing site and will give you all that data. You just add a tracking script to your site and you're good to go.

    Where things get more interesting is if you want to track where your leads, customers, and revenue are coming from. So for instance, you want to see a new lead come into Dynamics and know that they came from Google Ads, or from Organic Search, or from a particular Facebook campaign. That's a different problem, and it requires capturing attribution data (like UTM parameters, referrer information, etc.) at the point of form submission and sending it into Dynamics with each new lead.

    Both Dynamics 365 Marketing and ClickDimensions have some capabilities here, but they're big, complex tools designed to do a lot more than just lead source tracking. If lead source attribution is your primary goal, I'd suggest looking simpler tools like Attributer.io. It captures where each lead came from (Paid Search, Organic Search, Paid Social, Direct, etc.) along with mopre details one ach channel (so if the lead came from Paid Searchm it would capture the campaign, ad group, keyword, etc). It stores the data in a first-party cookie so it persists as visitors browse around your site, and then writes it into hidden fields on your forms when they submit. That data then flows into Dynamics with each new lead.

    Once the data is in Dynamics, you can build reports and dashboards that show things like how many leads came from each channel (Paid Search vs Organic Search vs Paid Social, etc.), which Google Ads campaigns are generating the most leads, how many of those leads converted to opportunities and closed deals, and how much revenue each channel or campaign is responsible for. You can also see which landing pages are generating the most leads, how long it takes leads from different channels to convert, what the close rate is of lead sby channel, etc. Essentially, you get a full picture of your marketing ROI right inside Dynamics without needing to jump between multiple tools.

    The benefit of this approach is that it works with your existing website and forms without needing to rebuild anything in Dynamics or ClickDimensions.
  • Suggested answer
    11manish Profile Picture
    365 on at
    Yes, both Dynamics 365 Customer Insights - Journeys (formerly known as Dynamics 365 Marketing) and ClickDimensions support tracking visitors on third-party websites not built within the Dynamics environment.

    This is a standard requirement for marketing automation, and both platforms use a similar "tracking script" methodology to achieve it.Yes, both Dynamics 365 Customer Insights - Journeys (formerly known as Dynamics 365 Marketing) and ClickDimensions support tracking visitors on third-party websites not built within the Dynamics environment.

    This is a standard requirement for marketing automation, and both platforms use a similar "tracking script" methodology to achieve it.
     
     
    Yes, that is fully supported. Using embedded forms on external websites combined with the Dynamics 365 (now Customer Insights - Journeys) tracking script allows you to capture exactly the type of behavioral data you described.es, that is fully supported. Using embedded forms on external websites combined with the Dynamics 365 (now Customer Insights - Journeys) tracking script allows you to capture exactly the type of behavioral data you described.

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