How To Use Categories

Categories are tags which you can set to companies to help you manage and organise your visitors for a clean dashboard appearance and multiple actions.

Organisation/Appearance

By categorising visitors, it quickly adds context to your visitor display and allows all users to identify and understand relevant opportunities (or to dismiss non-relevant ones) clearly.

Filtering 

Categories can also be filtered by, so you can export a report of businesses who match that criteria for a specific period of time. 

IE: Download:_
Category Type_ 'Leads'Date Range: January

Trigger Variables

Further to this, Categories also create new variables for Trigger Alerts. So you can receive notification of returning visitors of a category-type. 

IE: Returning: Trialists, Prospects, Customers or even Competitors. 

Updated on: 09/02/2022