Overview
Quickly select your active website visitor identification campaign to instantly see new leads and sales prospects identified by QualifyAI.
Requirements
❕ Make sure you have:
A Leadsourcing account with website tracking enabled.
At least one website successfully connected.
Contact your admin if you need access or setup help.
Step 1: Open Visitor Identification
Log in to your Leadsourcing account.
In the left menu, click Visitors Identification.
Step 2: Select the Relevant Website
In the Visitor Identification screen, find the website you want to review, then proceed.
Ensure the website status reads Connected before proceeding.
Click on the row or toggle to select your site for campaign tracking.
Step 3: View and Review Website Opportunities
After selecting your website, you’ll be taken to the Website Opportunities screen.
Here, see your matched sales-ready prospects, full opportunity list, and key stats.
Use the filter menu to adjust dates or segments as needed.
Review each prospect and use shortlist/archive actions for lead management.
Verification & Next Steps
Confirm the dashboard displays leads for your selected website.
Proceed to launch campaigns or export your shortlisted opportunities for follow-up.
Tips & Best Practices
Always verify your website is connected for full tracking.
Use opportunity and segment filters to focus on high-quality leads.
Archive irrelevant results for a cleaner opportunities dashboard.
Support
Contact support if your website does not appear as “Connected” or if visitor opportunities are missing. Proper website selection guarantees you receive actionable leads for your campaign.