Website visitors

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Overview

Website activity helps you find accounts showing interest in your product and understand what brought them to your site. Unify collects page views, identify events, and custom events from your website or application. You can use that activity in filters, audiences, and play triggers. For example, select target accounts that visited your pricing page recently, or find trial users who completed a meaningful action in your product. Combine the activity with CRM data to route follow-up to the right person on your team.

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Connect an event source

Choose a source based on how you already collect website or product activity: Follow the setup guide for your source, then open Settings → Web & product data. The Events tab shows incoming activity. Allow one to two minutes for new events to appear. Use the source, domain, and event type filters to locate an event, then open it to inspect its properties. On the Settings tab, check which sources are connected and when Unify last received an event from each source. Avoid sending the same activity through multiple sources. For example, recording each page view through both the Unify website tag and Segment can duplicate activity in Unify.

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Identify visitors

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Reveal anonymous companies

Unify Reveal identifies companies behind anonymous website traffic using 6sense, Clearbit Reveal, Demandbase, and Snitcher. Enable Unify Reveal under Identify anonymous visitors on the Settings tab. If you already subscribe to a reveal provider, you can connect your own 6sense, Demandbase, or Clearbit Reveal account. Unify uses your connected provider before its managed reveal service.

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Identify known people

Send an identify event when a visitor gives you their email address, such as when they sign in or submit a form. This associates activity with a person so you can use it for individual follow-up. The identify guide explains how to send the email address and other known attributes. For application activity, keep the visitor identity consistent across your page, identify, and custom events. See the product usage data guide for implementation examples.

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Choose which pages to track

For the Unify Intent Client, use Tracking rules on the Settings tab to choose which domains to track and which page URLs to ignore. An allowed domain also covers its subdomains. Ignored URL patterns can use * at the start or end as a wildcard. For example, track example.com and ignore *staging.example.com/* to keep test page views out of your activity. Click Save changes after editing the rules. Changes apply to new page views within about a minute. Previously recorded activity remains available.

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Build an audience from activity

Use the filter builder to combine activity with the accounts and people you want to reach. Useful conditions include:

• Page URLs and page view counts, such as two visits to a pricing page.
• Custom events and their properties, such as a trial user inviting a teammate.
• UTM parameters and referrers to identify the campaign or site that brought a visitor.
• Session counts and recent activity to focus on returning or active visitors.

Save the conditions as an audience to keep its membership current. Use a play when you want that activity to trigger research, notifications, or outreach.

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Troubleshooting