April 29, 2024

What's the process for tracking website visitors and converting them into contacts in HubSpot?

Hubspot logo

Step 1: Log in to Your HubSpot Account

  • Navigate to the HubSpot homepage.
  • Enter your login credentials and sign in.

Step 2: Set Up HubSpot Tracking Code

  • From the main navigation bar, hover over "Settings" (usually represented by a gear icon).
  • In the left sidebar, select "Tracking Code" under "Website."
  • Copy the provided HubSpot tracking code.
  • Paste this code into the header section of every page on your website. If you're using a CMS or website platform, there's usually a specific area to input tracking codes.

Step 3: Verify Code Installation

  • After embedding the code, return to HubSpot.
  • Check the "Tracking Code" section to ensure that HubSpot recognizes your website and confirms the code's active status.

Step 4: Create and Place HubSpot Forms on Your Website

  • From the main navigation bar, hover over "Marketing."
  • Select "Forms" from the dropdown.
  • Click "Create a form" and design your desired form (e.g., contact us, sign-up, download offers).
  • Once the form is created, copy its embed code.
  • Embed this form on the relevant pages of your website.

Step 5: Monitor Website Visitors

  • In HubSpot, navigate to "Reports" and then "Analytics Tools."
  • Click on "Website Analytics."
  • Here, you can see details about website visitors, including page views, session duration, bounce rates, etc.

Step 6: Review Form Submissions

  • Go back to the "Forms" section under "Marketing."
  • Click on the specific form you want to review.
  • This will show you a list of contacts who have filled out the form.

Step 7: Convert Visitors to Contacts

  • Whenever someone fills out a HubSpot form on your website, they are automatically added to your contacts in the CRM.
  • Navigate to "Contacts" from the main navigation bar to view and manage these new entries.

Step 8: Segment and Label Contacts

  • In the "Contacts" section, you can segment your new contacts into lists or add labels/tags.
  • Create lists based on criteria like the form they filled out, the pages they visited, or any other interaction they had on your site.

Step 9: Set Up Automated Emails for New Contacts (Optional)

  • Navigate to "Marketing" and then "Email."
  • Create an automated email to welcome or further engage new contacts that come from form submissions.

Step 10: Continuously Monitor and Engage

  • Regularly check the "Website Analytics" and "Contacts" sections in HubSpot.
  • Engage with your contacts through email marketing, follow-ups, or personalized offers based on their website behavior.