In today's tutorial, we'll be talking about reporting and how you can pull the insights you
need to make the most use out of your marketing automation tool. So let's log in. And I'll see you
there. Now that we're logged in, let's go ahead and get started. So on the left hand side here,
we're going to be talking about web assistant. So let us choose this option. And over here,
you'll see when you click it, you'll see two options, you'll see websites and web apps. Now,
there's some pretty cool things that happen here. But let's look at the web apps. First, we're not
going to go through this one, because I don't think it's as prevalent for what most people need.
So this is something that you can do on your own as we go through the other option. So I just want
to show you what it looks like when you go through this process. So users are on an application,
there'll be performing actions, and then they'll report on the other user activities. Essentially,
what web assistant does is, it takes a URL, a tracking URL, a pixel, if you will, if you
are familiar with Google, or the Facebook pixels, you can put this piece of code on a web app on a
website, whatever it is, and will start tracking it, it'll track the activities of the user,
and it allow you to create forms pop ups based on certain criteria, and allow them to fill out
and have information be popped into marketing automation. So essentially, it's going to create
reports on user activities, then you can assign them scores, you can put them into lists, and
you can set up nurturing campaigns for your leads. Now, this could be really beneficial for someone
who is on, let's say, a trial of a web app, if you have a web app out there, that is a free version,
and they're trialling it, this would be a great way to go about it and track their usage of it
and see and assign scores and see how they're actually utilising it. So that's a great option
there. For the most part, we're gonna be talking about websites, because I think that's the most
prevalent in most people's use cases. So if we select this, again, we'll have kind of an overview
here where someone's visiting your website, they're gonna be performing action, signing up
receiving an email campaign making a purchase. And through all of this, it's actually being tracked
by web assistant. So you can put them into lists, you can assign them tags when they do something,
or you can create nurturing campaigns with those leads. So let's go ahead and just dive right
into it. Now, we can go through this, and they'll tell you a little bit about it and how to convert
it. So it's kind of the process of it, let's say we want to add to our website. So in this case,
we're going to want to add it to demo one dot client trick.co. So we're going to proceed there.
And this is the code that gets generated. So we can copy this to our clipboard and just copy and
paste it into our website. And we can also send it as an email. So let's just take me in. So let's
just dive right into it. So now that we have this account set up this website set up is going to be
tracking everything on those pages on the goals that we set if there's any events, and overall,
we can set up Miss goals, we can go through purchase abandonment, we can go through smart pop
ups, and we can have a setup system over here as well, which we can change any different types of
settings that we might need to. So we're gonna dive into a lot of this in more detail in the
future. But I did want to highlight that this is how you'd go about setting it up. And as you can
see, by scrolling through, there are going to be a tonne of options that we can track and measure. So
I think it's important that we go through this setup and just make sure that you know how to
use it because it can be overwhelming to a lot of people. And there are a tonne of things we can do
here. So we'll be diving into more in the future. But we can also over here on the more side,
create a tracking URL, send the code as an email again, if we happen to lose it,
we can validate our domain or web page, whatever it is to make sure everything's set up properly,
then we can also delete it. So if we were to delete this right now, we would be gone.
So now we're back here. So let's just skip and add my website and demo1@clientric.co,
demo1.clientric.co, I should say, we're going to proceed. Let's go ahead and it recreates
it. So I hope that's been helpful. Where are we diving into a lot more of these details in the
future. So stay tuned for that. And make sure you subscribe below to our channel. We want to
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