Integrate your website and web app with your Freshsales account to capture website visitors as leads and contacts, tracks their activities, pages viewed and update their information in real time in Freshsales. An Event in Freshsales refers to your customer’s interaction with your website.
With Freshsales Event Tracking you can
Capture website visitors as leads or contacts in Freshsales
Track their page views
Track their activities as events
You can push events to Freshsales using Freshsales for Web or Segment integration.
Once you've started collecting events in Freshsales, you can filter your leads or contacts based on the events they’ve performed.
Here's how you can filter leads by events.
- Click on the Filter button to open the filters pane from the list view page.
Choose Events using the Filter leads by (+) search bar.
- Operators available for Events are mentioned below. Choose an operator to filter.
Operators for Events
Operator
What it does?
Example
Has done
Lists leads or contacts who have done an event
To list leads who clicked on the pricing page.
Has not done
Lists leads or contacts who have not done an event
To view leads who have not clicked on the Unsubscribe link in Blogs
Has done in last 7 days Lists leads who performed the event in the last 7 days Filter leads who clicked on a campaign banner in the last 7 days Has done in last 30 days Lists leads or contacts who performed the event in the last 30 days Filter contacts who signed up in the last 30 days. Count of Leads who have done an event N number of times. Filter leads who raised more than 5 support tickets. - Choose the Event from the list of events you have tracked.
- You will now get a list of leads who performed the event. You can now save it as a view, bulk email or bulk update those leads.
This is how you can generate a list of active leads based on events in Freshsales. Events are the most effective way to identify active leads.