How it works

Firstly, the tracking code should be placed on each web page of your site. The tracking code serves to collect visitors' data to Roistat from a website. The tracking code sets the roistat_visit cookie to store a visit ID. Once you have successfully installed the tracking code, the Promo Code functionality will be available.

Secondly, it's necessary to integrate Roistat with your Bpm'online sales.

As the result, when a lead is being transferred from the website to CRM, its visit ID is saved into the custom roistat field. Otherwise, if a client is calling to make an order, a manager may ask him/her for a promotional code and put it down into the custom field on a deal/lead card; promo code appearance needs special setup.

Step 1. Set up tracking code

To view the Roistat tracking code, navigate to Settings → Tracking Code:

Insert the code between the <body></body> tag of your web pages HTML. It can be placed next to the Google Analytics counter or any others.

Do not place more than one counter in a web page. Placing several counters will cause an error, and consequently all visitors' data will be displayed incorrectly.

Once the tracking code is installed, all visits will be counted and analyzed in Analytics.

Step 2. Add the roistat field in Bpm’online sales

It's necessary to add the roistat field to Lead and Order (or only Lead for the team edition) in Bpm'online sales for Roistat to work correctly.

To do this, navigate to the Leads/Orders section and open the lead/order creation page by clicking NEW LEAD/NEW ORDER :

Choose the Open page designer option in the Actions menu to switch to page edit mode:


In the Page designer, click Add → New column → String:

The field set up will then open.

 Specify the following field parameters:

  • Caption — column and field caption that will be shown on the page: "roistat";

  • Name — unique internal name of the column: "roistat";

  • String length — maximum number of characters in the text field: "Text (50 characters)".

To save the settings, click Save.


The newly added field will appear in the Page designer. Save the field by clicking Save:

Done! The roistat field has been configured and added to the interface.

Step 3. Configure Bpm’online sales access to Roistat

Please contact Bpm'online sales support to configure Bpm'online sales access to Roistat.

Step 4. Configure Roistat access to Bpm’online sales

Open Settings → Integrations and choose bpm’online sales from the Available integrations drop-down menu. Click Select to save the integration type.

 

Enter your Bpm’online sales project URL into the corresponding field. The URL usually looks like http://<project>.bpmonline.com .

Enter your Bpm’online sales username and password into the corresponding fields.

To save the settings, click Save.

 

Once you have specified all the information needed, Bpm’online sales statuses will be imported to Roistat.

Step 5. Arrange statuses

Once Bpm’online sales has integrated with Roistat, you'll need to arrange the statuses uploaded:

  • Not registered: waste leads or duplicate deals. Do not delete such leads/orders to provide reliable statistics. You can gather them all in one status, e.g. Waste;

  • Processing: leads/orders being in process, not completed, e.g. negotiations or product packaging;

  • Paid: leads/orders that are paid or very likely to be paid.

  • Rejected: when a client rejects the purchase or requests a refund.

Just drag and drop a status to the box you wish.

Roistat will track your achievements (the Paid group) and forecast possible achievements (the Processing and Paid groups) basing on the grouping principle.

Step 6. Integration advanced settings

You may set integration advanced settings as follows:


 

Name

Description

Value

Revenue field

You may specify any Bpm'online sales field that corresponds to the Roistat revenue field, if necessary.

 To do this, select a field name from the dropdown menu.

  • Not used: the amount of revenue is exported from the standard Bpm'online sales field to Roistat;
  • The name of a custom field in Bpm'online sales: the amount of revenue is exported from the custom Bpm'online sales field to Roistat.

First cost field

You may specify any Bpm'online sales field that corresponds to the Roistat first cost and profit fields, if necessary.

 To do this, select a field name from the dropdown menu.

  • Not used: the amount of first cost/profit is automatically calculated by Roistat;
  • The name of a custom field in Bpm'online sales: the amount of revenue is exported from the custom Bpm'online sales field to Roistat.
Profit field

Filtration field

The type of a filter.

 By default, all leads/orders are exported from your Bpm'online sales account.You may configure what specific fields should be exported from Bpm'online sales, if necessary.

To do this, select a field name from the dropdown menu.

  • Filtration off: all leads/orders are exported  from Bpm'online sales to Roistat;
  • The name of a field in Bpm'online sales: leads/orders in Bpm'online sales are filtered by this field and then exported to Roistat (the Filtration value field must be specified).

Filtration value

The value of a filter which is applied to select specific leads/orders to be exported from Bpm'online sales to Roistat.

 It must be specified if filtration is on.

The value of a filtration field.

Use regular expressions if you understand them.

 

Step 7. View the imported data

Click the Sent leads link to view a detailed list of all leads and orders exported from your Bpm'online sales account. The link is displayed immediately after the first synchronization between Bpm'online sales and Roistat is complete.