Account-Based Visitor ID Tracking Code Implementation Guide

Prerequisites

All Terminus customers have access to this feature. Please review our feature overview article for further details on the reporting available once the script has been installed.


Installation Overview

If you are unfamiliar with the process of installing tracking pixels on your website, you can send this document with your unique Javascript code to your webmaster. You should receive your code (and these instructions) during your Onboarding period, or you can reach out to your Customer Success Manager.

Once you receive the Terminus Account-Based Visitor ID tag from your Onboarding Specialist or Customer Success Manager, you will need to place the tag in either the <footer>, <body>, or <head> of your website, or in your preferred tag manager. 

You can place the tag across any selected domains and subdomains or you can choose specific pages on certain domains. If you have any questions, concerns, or challenges, please contact support@terminus.com.


Step 1: Add Tracking Code to Website(s)


Option 1: Footer Implementation

Find the <footer> tag in your website’s source code. Paste the Terminus tracking code right after the opening <footer> tag. Once you have done that, clear any cache or CDN your website may be using so the code goes live immediately. Example below:

footer.png


Option 2: Body Implementation

Find the closing </body> tag in your website’s source code. Paste the Terminus tracking code right before the closing </body> tag. Once you have done that, clear any cache or CDN your website may be using so the code goes live immediately. Example below:

body.png 

Option 3: Header Implementation

Find the </head> tag in your website’s source code. Paste the Terminus tracking code right before the closing </head> tag. Once you have done that, clear any cache or CDN your website may be using so the code goes live immediately. Example below:

head.png 

Option 4: Implementing with a Tag Manager


Installing on Your Main Website

If you will be using a tag manager to install the script, you should start by creating a new “Custom HTML” tag. Paste the tracking code into the block, and be sure to choose the option to “Support Document.Write”

tag_manager.png


When configuring the trigger for the tag, be sure to select the “All Pages” option (unless there are specific pages you would not want to track). 

 image6.png

Once the tag is created, “publish” the container and clear the website's cache or CDN to ensure the code has made it to the website. 


Installing on a Subdomain 
 

If you want to install your VID script on a subdomain, like resources.terminus.com (this may include content platforms like Uberflip, Pathfactory, or your hosted blog), you will first have to ensure that your tag manager script is installed on that subdomain. 

Once you’ve ensured your Tag Manager script is installed on the subdomain, you will need to add the VID script to the container that includes your subdomain. You will also need to ensure that you create a “Custom HTML” tag for this implementation. 

image6.png

When configuring the trigger for the tag, be sure to select the “All Pages” option (unless there are specific pages you would not want to track). 

Once the tag is created, “publish” the container and clear the website's cache or CDN to ensure the code has made it to the website.


Step 2: Add Tracking Code to Externally Hosted Content


If any of the web content relevant to your ABM efforts is hosted by third-party vendors, you may also choose to implement Visitor ID tracking code on those externally hosted pages. 

As an example, many of our customers are hosting landing pages on a marketing automation platform like Marketo or Hubspot, or a landing page tool like Leadpages or Unbounce. In order to track visits from your Terminus accounts to those landing pages, you’ll need to install your tracking code on pages hosted on these platforms. 

For installation instructions, please refer to the custom code installation instructions for each provider and install the tracking code provided by Terminus according to those instructions. Instructions for some of the most common providers are linked here:


Step 3: Verify The Tag Is Running


Once the tag is installed on either your site or an external landing page, you can check to make sure it is running by using the developer tools in Google Chrome or Firefox.

  • On a PC: either hit F12, or go to Settings > More Tools > Developer Tools. Click “Network” then in the Filter section type “t.js” and if you see the code load on the site, it was implemented correctly.
  • On a MAC: Click on “view” from your menu bar at the top left section. Hover over “Developer”, select “Developer Tools”, click “Network” then in the Filter section type “t.js” and if you see the code load on the site, it was implemented correctly.
  • You should see the following cookies when the script fires in your browser (named jwt_cookie):
  • "s-9da4" is a session cookie, and "d-a8e6" is a device ID cookie. If you get rid of them or block them then you will lose Visitor ID tracking for visitors.
  • Similar to other tracking scripts, you may choose to have the VID code not fire off if the user declines the cookie policy/agreement. Also if they have DNT (Do Not Track Headers) we will not track those visitors.
  • If you do not see it, please refresh your page. If there continues to be an issue, contact your webmaster and e-mail support@terminus.com

tracking_2.png

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