How tracking is established

Contacts are tracked when they do one of the following:

A) They submit a form.

B) They click an automation email that has a trigger link in it, which links to a page with a tracking element (such as a form) on it.

The method of tracking can affect what information is gathered. If a form is used for tracking, all past pages visited by the user are visible until the form is filled. The cessation of tracking post form submission is typically because, at this point, the essential user information has been captured. Therefore, further tracking may not be needed unless specified.On the other hand, when an email trigger link is used for tracking, the system does not detect past visits, but any future visits following the trigger link click are detected and recorded. This method is particularly useful when continual monitoring of user activity is required.

How tracking is established from an email trigger link click: When they click a trigger link, the trigger link passes along some information to the page they visit. The page they visit has the tracking element that receives this information and establishes a connection between the visitor’s cookie and their contact.

The user’s activity is tracked by storing their activity and their their server session-id on the browser’s local storage. In order for this to work, cookies and local storage permissions are required. Tracking won’t function if the session-id or our access to it is blocked on the user’s browser.

An example of when this might be the case is if the user uses iPhone or Safary and has turned on the option to block cookies.

It can also happen if their URL contains the following when they visit your website: “?notrack=true”

Note:

1. Tracking is domain-specific. Meaning, if you are tracked on for example domain-A.com, you will not automatically also be tracked on domain-B.com or sub.domain-A.com.2. Even flow pages without a form can have tracking enabled3. Most of the time tracking will work but due to various cookie policies on different browsers and other factors sometimes tracking may be blocked on the user’s device.

(Internal info - note only FunnelBud employees have access)

https://docs.google.com/document/d/1FaDj7vY6C1kVy2CAs0q6WhWOax6yLDMBn-nGxD1UfRg/edit