Beacon Website and Event Tracking

Overview

Sendlane’s Beacon tracking pixel allows you to follow your Contacts through their entire customer journey, from pages viewed to purchases made, even if you don't use a deep data eCommerce integration!

Using Beacon event tracking or conversion rules, you can target your audience to the right message at the right time. Read on to learn how to install Beacon and use its tracking data!

In This Guide

🚦 Before Getting Started

Make sure you have access to your website's source code to install Beacon

🚨 See How to use Beacon with Shopify for Shopify websites


How Does the Beacon Pixel Work?

Sendlane’s Beacon tracking pixel collects information about your Contacts' pageview and purchase activity.

For the pixel to begin tracking, Contacts must:

  1. Opt into your emails, and
  2. Open an email from you, and
  3. Click a link in an email from you

🚨 The Beacon tracking pixel cannot track visits from anonymous visitors or incognito browsers

If the Beacon tracking pixel is blocked, Contacts will not be tracked in Beacon reporting or be sent through Automations such as browse and checkout abandonment. Contacts browsing using the following or other private browsing methods will not be tracked:

🚨 Beacon reporting can take up to 24 hours to populate accurately

Once tracking begins, please allow up to 24 hours for reporting to populate accurately

Types of Tracking

Type of Tracking Description When to Use
General Tracking
Tracks site visits as soon as the code is installed with no event or rule setup needed To monitor website views and overall engagement
Event Tracking
Tracks visits to a specified URL To send suggested product Automations or promo codes
Conversion Rule
Assigns a specified dollar value to visits to specified pages, most often used to track purchases via checkout landing page To send post-purchase followups and information about similar products

Set Up General Tracking

  1. Click Account 
  2. Click Beacon to Head to the Beacon tab of your Account page
  3. Click Get Beacon Code 
  4. Click Copy code
  5. Paste the script in your website's header

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Set Up Event Tracking

  1. Click Account 
  2. Click Beacon to Head to the Beacon tab of your Account page
  3. Click Create Event 
  4. Enter a Name and Description
  5. Click Save 
  6. Click the code icon 
  7. Click Copy Code
  8. Paste the script in the header tag of any page (or page template) you want to track visits to

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Test General and Event Tracking Installation and Trigger

Installation

Determine whether Beacon was installed correctly by inspecting your website! This process assumes you are using Chrome, which is the most compatible browser for Sendlane:

  1. Copy the event ID from your Beacon installation code
  2. Open your website
  3. Right click anywhere on the page
  4. Click Inspect
  5. Type Command/Control + F to open the finder
  6. Paste the event ID from your Beacon code

If your event ID is highlighted, Beacon is installed correctly! If your event ID was not found, try installing Beacon again and reach out to your Customer Success Manager or Sendlane's 24/7 Product Support team for next steps.

Trigger

Use the activity feed on Contact profiles to confirm that Beacon has triggered correctly when testing Automations using Beacon events

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Set Up Conversion Rules

  1. Click Account 
  2. Click Beacon
  3. Click Create Rule 
  4. Enter a Name, Value, and URL 
  5. Click Create

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Use Google Analytics and Google Tag Manager with Beacon 

Google Analytics and Google Tag Manager can be used for deeper insight and organization in managing customer metrics. 

  1. Using Google Tag Manager, select Triggers > New
  2. Then click trigger Configuration and choose Custom Event Trigger
  3. Name your trigger and paste the Beacon event code!

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Use Beacon to Trigger Automations

Using Event Tracking as a trigger when building a browse abandonment or cart abandonment Automation creates an extra touchpoint to help Contacts complete a purchase!

Select Event Tracking as a trigger, then add the Events you'd like to use as triggers.

You can use Event Tracking Automations to send targeted content, or add a tag to record your customers' interests!

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Use Events to Create Segments

Segmenting contacts based on their behavior is a great way to send highly targeted content to your Contacts. To create a Segment based on Event Tracking, use the Triggered Event characteristic.

If you have set up General tracking, you can use your website pages' slug text to create Segments for specific page(s) visited!

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Use General Tracking to Create Segments

General Beacon tracking allows you to create segments based on Contacts' site browsing using a target page's URL slug.

To create a Segment based on Event Tracking, use  Visited Site contains. Enter the slug text of the URL(s) you want to track visits to.

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Additional Resources

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