Tracking Users & Tags

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In this video, we're going to talk about an advanced feature that I would encourage you to not necessarily worry about if you're early stage enlists building and selling and all that sort of things. So maybe this might be a video to come back later, too. But what it is is about how to track and tag people based on.
A website page, they have visited. Okay. So it's a bit of an advanced move, as I said, but it's a worthy to note because it actually is something that WordPress really allows you to do that no other platform does let you do with convert kit. So that's one benefit of WordPress. It has its quirks as I've kind of highlighted as we've gone through, but overall it is a powerful platform.
So this is an interesting feature. With various applications, I won't be getting into the applications necessarily directly today, but I think we can all imagine how knowing which pages people have visited and being able to follow up with them in an automated way via our email service provider.
ConvertKit that is obviously powerful. So let's get into it. It does require a little bit of. And I'm, let's just dive into it. So the first thing we do need to do is go to our settings page. So I'm logged in, I go to the top, right. And settings, we're going to go to advanced. And you'll see these advanced tracking section you want to turn on certainly this you can see it, it explains it here.
This allows the word plus plugin to sync subscribers with your website visitors. Okay. So you just need to turn that on. This is a different thing, so you don't have to worry about that. I have it on for us, but. All that we, we need for this is this one to be a switched on. Once you do that, you will have to click save changes.
Okay. All right. So once that is done, another thing that we have to do is we actually have to create the tag that we're going to apply. So convert kit uses tags. We do have a separate section dedicated to tags and how to do it. So there's other content in this launching lab about this, but it's really not too complicated.
This is my test account, so I don't have any tags made, but let's create one. So under the subscription subscribers tab over here on the right, you'll see this create a tag. It's just a pop-up I'm going to call it. Visit. Just because in this example, I'm going to tag anybody that visits the home page.
Okay. So this is just an example, obviously. So let's click. And you can see now that this visit home tag is now here. So I'm going to switch over to my WordPress thing. And as I've sort of illustrated to you already in other videos the plugin doesn't automatically like pick up the new tag is created.
So I haven't exactly figured out how this works. But I go in to the settings and I just save it. To try and like reset it, if that makes sense to try and make sure that the the new updates I've done in my ConvertKit account are reflected on the thing. I have also been like logging out and logging back in once again, I have absolutely no idea what works and what doesn't.
But in any case there's that, so now what we're going to do is I'm going to go to pages and I'm going to go to our homepage again, everybody's WordPress looks different, but once you get into the page editor one thing that should be consistent regardless of what your WordPress looks like is your convert kit section should be here.
And you've probably noticed this. In other videos, but this add a tag options. So select a tag to apply to visitors. That's governed to this page that are subscribers, right? And a visitor is deemed to be a subscribed if they've clicked the link in an email to the site, which includes their subscriber ID.
Okay. So you can see that my various refreshing and whatever plan I do works because my tag of visit home is now here and I'm on my home page. So I'm going to click. Okay. And that's the tag. I want to be applied for people that come to this page. So I'm going to click update. And so now, theoretically, when we send people this To this page through convert kit.
Basically what it does from a technical standpoint, I'll explain this because I think it's worth it is what this setting does. Is it, appends this thing at the end of URLs, subscriber CK convert kit, obviously subscriber ID with their ID. This is obviously just an example. And then the WordPress plugin reads that from the URL and then basically tracks and relays that information.
By via tagging the person back to taking them back via into convert kit. Right. So really powerful feature. And that's functionally how it works. So we do actually have to send a test broadcast to send this. So once again, we do send broadcasts show you how to do it. So this is not robust.
So I'm just writing nonsense obviously, and I'm just going to make a button and I just need the link to the page.
And I'm just gonna put the link here and there we go. Okay. So. Oops.
Yeah, it doesn't have to be fancy. You get the point. Okay. So this is just obviously a simple email. I only have one subscriber in my email account, as you can see, one subscriber is my test account, but I am going to send this because That's what we need to do in order to make sure that this works. So I've sent the email.
I'll wait for it to come through. But in the meantime, I'll go to my subscribers and you can see here, my, my lonely self here, have I opened this up? You can see that if I had tags applied it would be here. Of course I was sent this email history. You can see that it's sent. So this is the things we get into other emails.
We're what we're wanting to see is this tags thing, right? Because basically when I visit this page and we come back, when we refresh this, the tags should be updated. That is the plan. Okay. So let's track down the email. I'm just going to do it on my other computer.
And I'm going to copy the link address. I'm just on my other computer and I'll bring it over here. And this is what I'm just simulating, what would happen if I click the email? Okay. So I clicked the email and you can see that I was, you know, whatever I landed on the page that I linked to. Right? No, no difference here now, theoretically, if I go back to my subscriber profile and I refresh.
You'll see that my visit home tag has been applied and that was all magically configured based on what we did. So really powerful. And obviously this is a very basic example. It would make sense to apply this to maybe particular blog post. So if people have seen a particular blog post, maybe you send an automated email after a day after you see that they've been tagged.
Those are going to be facilitated by a convert kit automations, which is a paid feature, but the very powerful feature, in fact, but that's outside the scope of this. I just wanted to show you how this generally works and then hopefully let your imagination run wild with what you can do with this. I just wanted to tag on to the end of this video, how you can further extend this ability to track users across your site.
So what I've done here is just off-camera I add another tag, just this culture ID. This is just a page on our website, as an example, I'm now on the culture ID page of my WordPress site. And then I applied that tape. To the culture ID. Now you'll remember in my first example with the homepage is we linked that person to the website right directly.
So that isn't, it's good, but it's not that important because you theoretically could just tag anybody that clicks a link. In a ConvertKit email. So it doesn't really, you don't need the WordPress plugin to do that. However, what, since that has happened, I'll just show you, this is a little bit technical, as I said.
So if you don't care about this, cover your ears and skip this. But if I go into dev tools, this is an advanced thing. So don't worry about. Under cookies, you can see this CK subscriber ID, right? I showed you that in this email converted settings. So now it's saved as a cookie on my computer. So if I visit any other bit pages in the future, this cookie is saved.
Between sessions. So even if I close the window and reopened it, this cookie is still going to exist. So now as I have it set up, now that Michael tried D tag and then on my culture ID page to apply this tag, even though I wasn't sent an email, if I go to my culture ID page And whatever, give it a second, I guess theoretically, if I go back to my subscriber, we should see culture ID added.
So this is really how this extends beyond that first email. So applying that first one is important because what convert kit does is on that link. As we set the setting, as I said, it upends this CK subscriber ID, which I showed you. In the dev tools under cookies, how it here it is. This is my subscriber ID, obviously.
And how I CA I could have theoretically closed this window. Four days later came back to my culture ID page, and this tag would be added worse. If I get back to me. Or my subscriber you can see that that tag is added so that you can really imagine how this gets powerful. So you just have to link them one time to your site and unless they go on a different device there, they, now you could track every individual page with separate tags if you want it to.
So I felt like I needed to add this on to further extend that it doesn't have to just be facilitated. By a link from email, which is obviously less powerful. This is why this is such a powerful feature. So I hope that helps. And you understand how this works. It really is a next level advanced move.
So that's the power of convert kit and WordPress allowing you to track your users across your page. Now, as a closing comment of this video, I would say you want to be very, very thoughtful about how. Show people that you're tracking them. Cause it can obviously be very weird and it can make people uncomfortable.
So I wouldn't say, Hey, I saw that you looked at this page on this day. That is a weird thing to do. So I would make sure that you only really. It lead to it then, Hey, maybe you interested in this because you know that they've looked at it, but once again, I wouldn't be that like forthcoming with it.
Cause it can be feel weird for folks. So that's just my opinion, I guess. I think it's good advice to start from. But that concludes this video.