Roistat tracking code! Before configuring the integration, install the
Each page of your website that is visited by the customers should have the tracking code, that allows Roistat to get the data about the visitors. After that, the promo-coding will be available. The tracking code will install to the cookie the roistat_visit variable, that contains the visit ID.
On the Loading deals from CRM: advanced settings step you can:
- Specify the parameters of deals filtration. Learn more in this article.
- Specify the values of business indicators fields. Learn more in this article.
You can also Use contacts as clients in Roistat by dragging the switcher to the right:
On the Sending deals to CRM: task creation step, you can activate the creation of tasks when creating deals in CRM to make managers work with the incoming leads more effectively.
After enabling this option, set the Time for tasks completion, Task type, and Task text:
We recommend configuring the transfer of deals to CRM via Roistat. In this case, the deal will be firstly sent to Roistat, and then Roistat will send them to CRM. To learn more about the advantages of this way of leads transfer, read this article.
If you already configured the transfer of leads using the code, you shall fill in the additional field roistat with the value of cookie roistat_visit.
You can receive the value of this cookie using this code:
$roistatVisitId = array_key_exists('roistat_visit', $_COOKIE) ? $_COOKIE['roistat_visit'] : "unknown";