[Category]Marketing
Website analytics
See who visits your website, what they look at, and turn a visitor into a lead.
Website analytics shows you what happens on your own website: every visit, which page it was, how long it lasted, how far the visitor scrolled and where they came from. Anyone who keeps coming back can be linked to one of your contacts, and from there turned into a deal — which is what makes traffic worth looking at in the first place.
Open it from Leads in the menu, then Campaigns in the left-hand column. The website cards sit above the campaign cards.
Tracked websites
A card for each website that sends data to Rocketbatch. It names the site and counts its sessions and its events, and it splits the sessions into those that arrived through a campaign and those that did not.
How to use it
- Go to Leads, then Campaigns. The website cards are the ones with the globe icon, above the campaign cards.
- Read the line under the site's address for its number of sessions, its number of events and the direct/campaign split.
- Click Reports on the card to open the report for that whole site.
- The report opens on the last 30 days, with campaign traffic counted and bot traffic left out.
Good to know: the Reports button on a website card is not the same as the report button on a campaign card. This one covers everything that happened on the site; the campaign one covers a single mailing.
Related features
The website report
The working view for website traffic. One row per visit tells you the page, when it happened, how long it lasted, how many clicks it took, how far the visitor scrolled, where they came from and who they are. Two rows pinned to the bottom give you the totals and the averages of those figures.
How to use it
- Open a website report from a website card.
- Read down the rows — they start with the newest visit at the top.
- Rows where someone read at least 90 percent of the page are highlighted, so the genuinely interested visits stand out.
- A Path cell shows only the last part of the address; hover it to see the full one.
- Click the arrow icon at the end of a row to follow that visitor, and the back arrow at the top left to come back to the report as you left it.
Good to know: a row is one page on one visit, not one recorded signal. Arriving on a page and leaving it again are merged into a single row, which is why the duration, the clicks and the scroll depth all belong to that one page. Repeated mail opens or mail clicks within a minute of each other count once.
Related features
The period you are looking at, Bot and campaign filters, Visitors and their events
The period you are looking at
Every report covers a period, and it starts on the last 30 days. Everything else in the report — the rows, the totals and the charts — follows the period you set.
How to use it
- Click the calendar button in the filter row. Its text always names the period you are on.
- Choose Last day, Last 7 days or Last 30 days. The report reloads for that period.
- For a period of your own, fill in the From and To dates under Custom range and click Apply custom range. Both days are included.
- To compare with earlier periods, use the chevrons either side of the date button: the left one steps a whole period back, the right one comes forward again.
Good to know: the forward chevron is switched off in the most recent period, so you cannot step into the future — and both chevrons disappear while a custom range is active, because there is no fixed period length to step by.
Related features
The website report, Insights charts
Bot and campaign filters
Two switches decide what the report counts as traffic worth looking at.
How to use it
- Click Filter above the table.
- Tick Include bot traffic to bring search-engine crawlers and other automated visits into the report. They appear or disappear straight away, marked with a robot icon.
- Untick Include campaign traffic to leave out everyone who arrived through a campaign. The report is fetched again and shows only the people who found the site by themselves.
- Tick the box again to bring the campaign visits back.
Good to know: bot traffic is left out when the report opens, because it would drown the real visits. If a period looks suspiciously empty, that switch is the first thing to check.
Related features
The website report, Removing records
Visitors and their events
Each person coming to the site is recognised by a short code, which is all you see while they are anonymous. Every single thing recorded for them is an event — a page visited, a page entered or left, a mail opened, a mail link clicked, a goal reached — and each one carries its own small icon in the report. Hover the icon to read what it means.
How to use it
- Click Group by Visitor above the table to put one person's rows together. Each group gets a header row naming the visitor — their name, their code, or Anonymous — and counting their events.
- The person who was active most recently comes first, and inside each group the newest event is on top.
- Click the button again to go back to the flat, newest-first list.
- To follow one person, click the arrow icon at the end of their row, or right-click the row and choose Show detail or Search visitor occurrences.
- A second table opens with every event ever recorded for that visitor. The back arrow returns you to the report.
Good to know: the report covers the period you chose, but a visitor's own event list does not — it shows their whole history, including visits from long before the current period.
Related features
From visitor to lead, The website report
From visitor to lead
The step that turns website traffic into business. An anonymous visitor can be linked to one of your contacts by hand, and once they have a name they can be turned into a deal straight from the report row.
How to use it
- Click the person-plus icon at the end of the visit row.
- Choose Assign to Contact, type part of a name or an address in the search box and pick the contact. The report reloads and the visitor's rows now carry that contact's name.
- To create a deal, click the same icon and choose Convert to Lead. The deal is created and the deals board opens so you can find it.
- If a deal for that person already exists, a message at the bottom says so and the board still opens.
Good to know: the person-plus icon is green once the visitor is known by name and grey while they are anonymous. Choosing Convert to Lead on an anonymous visitor creates nothing and asks you to assign them to a contact first. The link you make is permanent and works backwards as well as forwards — all of that visitor's earlier rows show the contact's name too.
Related features
Insights charts
The same rows as a picture. Four ready-made charts answer the usual questions, and a box below them takes a request in your own words.
How to use it
- Click the menu button at the top right of the report.
- Pick Page Views for visits per page, Referrers for visitors per referral source, Scroll Depth for how far people scrolled, or Activity Over Time for events per hour.
- The chart replaces the table; the back arrow brings the report back.
- For something else, type a request such as "visitors by referrer" into the box at the bottom of the menu and press Enter. A chart is built for it, or the closest of the four ready-made charts is shown instead.
Good to know: the charts are drawn from the rows the report is showing at that moment, so the period and the filters apply to them as well. Narrow the report first, then chart it.
Related features
The website report, The period you are looking at
Removing records
Your own test visits, a stray crawler, a run of records you do not want to keep — administrators can pick rows in the report and delete them.
How to use it
- Tick the rows you want, or use Select all above the table on the right.
- Click the bin icon next to it, or right-click a row and choose the delete entry.
- Confirm the question that follows. It says how many records will be removed.
- A message at the bottom reports how many were deleted and the report reloads without them.
Good to know: deleting is permanent, and one row can stand for more than one record — the confirmation tells you the real number. Without a selection, the bin icon simply reports that no rows are selected. The delete entry in the right-click menu is not offered to accounts without administrator rights.