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Overview
Lead Liaison tracks all Known and Unknown (Anonymous) website visitors. A Known visitor is someone with a name or email address associated with them. Everyone in Lead Liaison, whether Known or Unknown, is a Prospect. Unlike some CRM systems which use Leads/Contacts to describe people, we use one word - Prospects.
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We use cookeis to help track visitors from one visit to another. Many browsers have begun blocking third-party cookies. For the best experience, you can use our Privacy settings to encourage Prospects to opt-in to cookies. When they opt in to cookies, they ensure they get the most relevant content to them. |
Connecting Past to Present
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Via 1:1 Emails
Using Lead Liaison's Send & Track plug-in to Outlook or Google Apps for Work with Google Chrome, users can embed encoded links into emails. Once an encoded link is clicked the Prospect and their online activity will be tracked. Since we know who the person is (name and email) we can encode identifiable information (IDs) into the link. Once the Prospect clicks the link their machine is cookied. All future activity will be matched with the Prospect, added to their Prospect Profile, and connected with past activity. Any time the user comes back to your website you will know who they are.
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Take your whitepaper, datasheet, case study and more and upload it into Lead Liaison to turn your media into trackable content. Lead Liaison's trackable content allows you to add more control and tracking over your sales and marketing collateral. Control how many times a document is downloaded, when it can be downloaded, redirect users after the content expires, and add a gate (short form to collect email) in front of your content. When a Prospect adds their email address into the form Lead Liaison identifies the person via email.
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Occasionally a situation may occur where you're communicating with someone, call them Prospect A, and then they leave the company. Suppose your communications to Prospect A doesn't stop but the emails sent to Prospect A are forwarded to Prospect A's manager, Prospect B. If Prospect B clicks a link in the email sent to Prospect A all activity will be tracked as if the person is Prospect A, until an email is sent to Prospect B's email address and Prospect B clicks a link in that email. When this situation occurs try to send a mass email, nurture email or Send & Track email to Prospect B to get them to convert which will re-cookie their machine and overwrite the original cookie containing Prospect A's information with a new cookie containing Prospect B's information. When that happens all future activity from Prospect B will be tracked and recorded under Prospect B's profile.