Workflow

Tracking snippet, identities and events

Install the script, configure consent and collect page, route, click, form, scroll and heartbeat activity.

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20 guides
Category

Visitor Intelligence & Live Engagement

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Open the tracking snippet

Copy the generated async/defer script and required data attributes.

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Install the tracking snippet on a website

Place the script before the closing head tag or in the approved global template.

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Configure the data-site attribute

Use the exact site key registered by the module.

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Configure the data-endpoint attribute

Use the generated collector endpoint when tracking outside the CRM host.

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Use explicit granted consent

Set data-consent="granted" only where the site’s consent process authorises collection.

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Use runtime-required consent

Omit granted consent or integrate the script with the site consent process where required.

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Use the data-respect-dnt attribute

Match the script attribute to the configured privacy policy.

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Set visitor identity type

Use data-user-type to classify website visitor, client or other supported context.

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Set a visitor label

Use data-user-label for a readable identity label where appropriate.

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Set the access-area attribute

Use data-access-area to identify website, admin, client or another embedded context.

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Understand page-view tracking

The script records initial and supported navigation page views.

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Track single-page application routes

The script observes supported history/navigation changes.

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Understand click-event tracking

The script records supported click metadata, not arbitrary page content.

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Understand form-submission metadata

The script records form submission metadata while avoiding unsupported field-content capture.

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Understand scroll-depth tracking

The script records milestone depth events.

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Understand session heartbeat pings

Periodic pings keep the visitor session active.

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Understand event batching

The browser batches events and uses sendBeacon or fetch with keepalive where available.

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Understand disabled mouse-movement capture

The supplied script does not stream mouse movement.

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Verify the tracking script

Load a controlled page and confirm collect/ping responses and a visible session.

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