You can customize the way Salespanel tracking code works. Let's quickly catch up to speed what that means. So you have to install the Salespanel tracking code on your website site or landing pages you want to track your leads on. As soon as the tracking code is there, it starts tracking all your visitors landing from any channels in real-time ( visitors from advertising, newsletter, emails, referral websites, direct ).
Salespanel divides visitors into two broad default Segments: Leads and Visiting Companies. Leads are identified visitors ( visitors with email ) and Visiting companies are tracked companies through IP reverse lookup technology.
Salespanel website SDK provides you out of the box client-side Javascript methods to work with so that you can customize the way you want to identify your leads. For example, you might have custom lead forms or a support chat software or a custom mailing list popup. We integrate with them all! But it's always good to have complete control.
To help you further with this so that you can get started as soon as the tracking code is installed, Salespanel's website SDK's default behavior is to capture the email and identify the lead as soon as it detects the email address on any HTML webform present on your website. We call it automatic lead identification. If you want to change this behaviour there are some configuration settings available that you can put at the top of Salespanel tracking code.
You can define the configuration in this format:
<script>
window.salespanelSettings = {
"sp_automatic_lead_capture": true,
"sp_lead_capture_on_submit": false
};
</script>
You can use two variables to customize the Salespanel tracking code behavior:
1. "sp_automatic_lead_capture": true or false. By default it's true. If you set it to false then automatic lead identification will stop. It won't identify leads when it detects an email in text fields of any HTML webform and it will also not identify leads from any form of submission. Basically setting this to false means you are not capturing any email from your visitors. We don't recommend this but there are a few scenarios where you might need this.
2. "sp_lead_capture_on_submit": true or false: By default it's set to false. If you set it to true then Salespanel will only detect the lead's email on form submission. ( You need to have sp_automatic_lead_capture set to true. ) This is useful when you have form validation in place and you want the email to be captured only when it is verified by your validation rules.
Example:
Scenario: I want to identify leads only to form submissions. So in that case you can use this script at the top of Salespanel tracking code.
<script>
window.salespanelSettings = {
"sp_lead_capture_on_submit": true
};
</script>
So if I am installing this configuration at the top of my Salespanel tracking code this is how it will look like:
3. "sp_override_identity": true or false. By default, it's false.
When your visitor has been identified with an email, that email becomes the identity of the visitor. It won't be changed even after the same visitor provides an alternative email address later in their activities. To override this behavior, i.e. to allow the visitor to change their email address, set the "sp_override_identity" setting to true.
When you are playing with these configurations don't forget to test them in incognito or a private window because it starts with a fresh browser session without any history or cache.
If you want more control over lead capturing behavior then you can blacklist URLs or domains. For example in some scenarios, you would not like to capture leads from particular URLs, such as login forms so you can blacklist these URLs. Please read more about this here.
If you don't want Salespanel to capture your team members then you can also blacklist some particular domains. Please read more about this here.