Prerequisites
All Terminus Ad Experiences customers have access to this feature. In order to view data in this report, you must have the Visitor ID tracking script installed on your website.
Feature Overview
Terminus's Account-Based Visitor ID turns your anonymous website visitors into named accounts, allowing you to see — right within your Terminus instance — how your account-based advertising is driving meaningful engagement in your target accounts. Specifically, you’ll be able to see the number of unique visitors, page views, pages per visit, and total visits for each account, as well as the date of the last visit.
Users can also drill into a specific account view to understand what content their website visitors are interacting with so they can deliver timely, personalized marketing communication and sales outreach.
How does Visitor ID work?
Once Account-Based Visitor ID is properly set up, Terminus begins recording website activity, cookies unique visitors, and then conducts a reverse-IP lookup to associate a company with the visit. Once the reverse-IP lookup is complete, Terminus identifies the company and displays it in the Site Visits table. Since the visitor is cookied during their visit, they’re considered a unique visitor and subsequent visits to your site will be tracked but not be counted against your allotment of monthly unique visitors.
(Note: As with any other cookie-based tracking solution, if a visitor clears their cookies, doesn’t allow cookies, or visits from another device, they will be counted again as a unique visitor if they return to your site.)
Site Visits Table
Aggregate View
In the site visits table, you will see all accounts that have visited your site within your specified timeframe. These accounts are split into two tabs - one for accounts in your CRM, and one for accounts not in your CRM (aka potential account).
For each account, you will see the following metrics:
- Sessions: A period of continuous activity which comprises multiple pages views.
- Devices: The number of distinct devices from which visitors for this account were identified
- Impressions: The number of Terminus ad impressions served to identified accounts in the reporting period.
- Clicks: The number of Terminus ad clicks performed by the account in the reporting period.
- Page Views: The total number of pages viewed by the account.
- Last Page View: The last time the account viewed a page on your site
- Form Fills: The number of form fills on your website by visitors on tracked pages. The form must contain an email address field, at minimum, to be counted.
- Downloads: The total number of content downloads on tracked pages. This will be detected by link clicks that contain .PDF in the URL.
- Video Plays: The number of video plays that a visitor initiated on a tracked page. “Video play” events are captured when a video is started, and are currently supported by YouTube, Vimeo, Vidyard, and HTML5.
- Pages per Visit: The average number of pages viewed during a session.
Account View
To see all of the specific pages visited by an account during your selected time frame, you can click on the "page views" number for the desired account:
This will take you to the account view table:
This table shows that account’s web behavior, including:
- Domain: the domain or subdomain that people from a particular account have visited
- URL: the particular page visited
- Sessions: A period of continuous activity which comprises multiple pages views.
- Devices: The number of distinct devices from which visitors for this account were identified
- Page Views: The total number of pages viewed by the account.
- Last Page View: The last time the account viewed a page on your site
- Form Fills: The number of form fills on your website by visitors on tracked pages. The form must contain an email address field, at minimum, to be counted.
- Downloads: The total number of content downloads on tracked pages. This will be detected by link clicks that contain .PDF in the URL.
- Video Plays: The number of video plays that a visitor initiated on a tracked page. “Video play” events are captured when a video is started, and are currently supported by YouTube, Vimeo, Vidyard, and HTML5.
- Location: the city, state and country from which the visits occurred. If multiple locations were detected, you can expand out to see them:
Filtering Results
The new site visits report allows you to filter data both by column values and by any Terminus data point. These data points can also be added as columns for export.
Filtering by column results
By clicking the filter icon on the right bar, you can narrow down your results based on the field values.
For example, you can limit results to only accounts that had more than one form fill AND more than one download by using the sliders:
Alternatively, you can exclude any accounts that had at least one form fill by clicking the ≠ icon:
Adding additional field operators
By default, field filters will be assigned certain operators based on the primary use case. For example, numeric fields will have "Is Between" by default as it covers most filtering needs. However in some cases you might want additional criteria. To add new operators, hit the "edit active filters" button.
This will enable additional operators.
To add those operators to your filter panel, check the box to the left of them and hit done:
Additionally, you can remove or duplicate operators by clicking the appropriate icons:
Adding additional fields for filtering
In addition to filtering on table values, you may also add fields from anywhere across the Terminus ecosystem for filtering. To start, click the "+" icon in the filter pane:
This will open a panel with all available fields. Fields are alphabetical within their groups, with a group being the source of the data. You can also search for a specific field in the search box.
To add a field, simply check the box next to it. For example, you might want to see site engagement for all accounts with an open opportunity. To do this, you would hit add filters, select "Open Opportunities", and use the slider to set the values to more than one:
Additionally, you can add this field to the table by clicking the column editor and selecting "open opportunities":
Frequently Asked Questions
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Q: How can I get my CRM account ID in the export of these results?
- A: You can add CRM ID as a column. To add it, click the column picker and choose CRM ID. If you do not see it as an option, select it from the "add filters" option as described above.
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