Issue: I'm trying to understand how Inbox25 turns unknown visitors into known visitors. Our website is based on Wordpress and we use cforms II for contact forms. The main call to action in our website is to sign up for a free trial, at which point visitors transition into a different website (a subdomain) where they can sign up for our service (and provide their contact info).
We've also used the cform functionality that allows you to call your own PHP code to send all the cform submissions to Sugar as leads. The form submissions are for "contact us" and for a few other "softer" calls to action than a signup.
And we've installed the Sugar Inbox25 module.
OK... so how do I actually start getting Inbox25 to track my visitors by name?
Solution: Our product is fairly similar, in that our site is geared towards getting visitors to create new accounts.
There are two paths to identifying an unknown visitor. The first path is that an unknown visitor completes/converts on an INBOX25 landing page form. So, you could create a contact us form or request a demo form (examples) and when a visitor completes the form - they're identified. These forms can also automatically feed into your CRM as well with SymSync.
The second path is when a recipient clicks-thru a hyperlink in an email campaign that's sent through INBOX25 (either to a Marketing List or CRM List).
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