Setting up Click Tracking with Convertri

SegMetrics allows you to track leads acquired through Convertri, by simply adding the tracking pixel to the funnels and pages you want to track.

When a customer opts in through a Convertri page, make sure their contact information will be sent to the Email Marketing Platform that you have configured in SegMetrics.

Installing the pixel will allow SegMetrics to pull in the full customer journey in any report for any person who opts in via your pages and forms. 

Get the SegMetrics Tracking Code

1. In SegMetrics, go to your Site Setup page from the gear in the top menu, and copy the pixel code.
2. If you haven't configured your Tracking Code previously, check out the Installing the Tracking Pixel instructions to set up your site correctly.

Install the SegMetrics Tracking Code

You'll need to install the tracking pixel on your Convertri pages, by following the instructions below, or the instructions on Convertri site.

Install the Tracking Code on Your Convertri Pages

If you want to add a retargeting pixel to a site:

1. In the Dashboard, click on Account.
2. Click on Domains in the left-hand menu.
3. Scroll to the domain you want to add a script to, and click Edit Scripts.
4. Paste in your pixel code in the header, click Save.

If you want to add a retargeting pixel to a funnel:

1. In the Funnels screen, click on the funnel you want to add the retargeting pixel to.
2. Click Scripts in the left-hand menu.
3. Paste in your pixel code in the header, click Save.

If you want to add a retargeting pixel to a page:

1. In the Page Builder, click on Page in the top toolbar, then click on Custom Scripts.
2. Click 'Add New Script'.
3. Give your script a name and description.
4. Paste in your pixel code in the header, click Save.
5. Enter your pixel code, and click Save.