How to Create a Visitor Report

Looking for data on how Contacts are getting to your website? Creating a Visitor Report is an excellent way to get data delivered directly to your inbox. Visitor Reports are emailed directly to you & contain and HTML report in the body of the email as well as an attached .CSV. To create a new report, navigate to: 

Reporting > Reports > Create New

The My Visitors Reports allows you to view select Contacts who have visited your website.

Report Options

1. Lead Score – An email will be sent showing up to the top 50 Visitors from your selected date range sorted by Lead Score. The information in the email will contain: Date of last visit, Lead Score, Visitor/Contact Name & Info & number of pages viewed. In addition, the email will have a .CSV attached that contains more detailed information on each visitor that can be downloaded and filtered. This CSV will contain up to 10,000 contacts with visit information.
2. Number of Page Views – This will show up to the top 50 Visitors from your selected date range ranked by Pages Viewed. The information in the email will contain: Date of last visit, Lead Score, Visitor/Contact Name & Info & number of pages viewed. In addition the email will have a .CSV attached that contains more detailed information on each visitor that can be downloaded and filtered. This CSV will contain up to 10,000 contacts with visit information.
3. Company Name – This will show up to the top 50 Visitors from your selected date range ranked by Pages Viewed. The information in the email will contain: Date of last visit, Lead Score, Visitor/Contact Name & Info & number of pages viewed.
4. Date – This will show up to the top 50 Visitors from your selected date range sorted by Date from most recent visit. The information in the email will contain: Date of last visit, Lead Score, Visitor/Contact Name & Info & number of pages viewed.

Report Criteria

Report Name

Your Report Name will be displayed in the Subject of email as well as on the “Scheduled Reports” Page.

Report Frequency

You can choose to have your My Visitors Report delivered to you Daily, Weekly or Monthly. 

Reports will be sent out in the following cadence:

• Daily: Every 24 hours
• Weekly: Every Monday
• Monthly: 1st of the Month

You also have the option to run an immediate report. This will deliver a one time report to your inbox and this report will not show on the “My Reports” Page. In addition, when you run an immediate report, you are able to select a date range for Net-Results to pull information from.

Report Segment

Are you wondering how Contacts who filled out your Contact Us Form arrived at your site? First, create a Segment with these conditions –

Did Complete Contact Us Form AND Website Visit is great than 1 second

Then leverage the Segment in the My Visitor Report. Segments are a great way to limit the scope of the report. For more information on Segments click here.

Send Report To

You are able to send your report to as many emails as you would like. Be sure to separate each email with a “,”.

Getting Your Report

Via Email

Once you have completed your Set up, click “Save” and your report will automatically be generated. Your email will contain a snapshot of Your Visitors Report in an HTML format with the selected option (Lead Score, Number of Pages Viewed, Company Name, or Date). There will also be an attached .csv file (which will open in Excel) that contains additional data (up to 10,000 records).

Via Download Center

Every Report will automatically generate a downloadable .csv in the Download Center. This information will contain the same information as the emailed report and will be available for 30 days after the date of the report.

Check out this video to learn more!