We've improved VisitorIntel from the inside out. In order to take advantage of these changes, you'll need to follow a three-step process to update your integration. If you do not update before July 1, 2024, we will stop processing and aggregating your data. Need more time? Reach out to support@salesintel.io or your account manager.

Some of the advantages of the new tag include:

• Faster refresh - get data multiple times per day
• Page level filtering - filter your new data by pages visited
• One tag - additional enhancements going forward can be deployed without switching out your tag

There are three steps to completing this process:

• Replace the script tag
• Review your incoming data
• Migrate to a single data stream

Step 1 - Replace the script tag

You currently have a script on your site that looks something like this:

The first thing you will need to do is locate this script on your website and replace it entirely with the new script available in your account. Put it in exactly the same place. Do not run both scripts at once.

To find this new script, navigate to VisitorIntel and click View Script in the upper-right. The new script will look like this:

If your new script does not follow the format above, please reach out support@salesintel.io.

Please note that this script includes several sets of straight quotes. If you paste this script into an email or word processing program, those quotes may be updated to curly or smart quotes (quotes that "lean" or "point" towards the content they surround). Replacing the straight quotes with curly quotes will cause scripts like this to fail; if you must copy and paste for a team member to implement, please save in text editor as a .txt file, using a program like Apple Notes or Windows Notepad.

You may place the script anywhere you want on your website, but it must appear on all pages that you want to track. For that reason, we generally recommend loading it in a common header. If you would like to use a tag container, like Google Tag Manager, be sure that the tag is deployed across all variations of your tag manager to get full coverage of your website.

To confirm that your script is installed properly, you can follow these steps:

1. Open a fresh browser tab, right click anywhere, and select Inspect. You must open these Dev Tools first!
2. Load the website where VI should be
3. On the Dev Tools panel, click on Network > All > and filter to "scriptintel"

If a request comes up, that's the VisitorIntel script execution. Click on that request and the request URL should match the URL you see in the script provided to you. If your script is not showing, then VisitorIntel is not installed properly. If you need further support, please reach out to support@salesintel.io.

Step 2 - Review your incoming data

Within a few hours of replacing your script, you will start to see data come in. When this happens, you will now see two tabs in your VisitorIntel results. The Companies tab will show you data coming in on the new script; this data will update multiple times per day. The Legacy Data Sources tab will show you data from before the switch; this data only updates once per day.

You will also see a new button labeled Migrate Data. Once you see data coming in, as long as you have replaced the original tag everywhere on your site, you are ready to Migrate (Step 3).

Step 3 - Migrate to a single data stream

Once you are sure that your data is coming in as expected, you can migrate your previous data by clicking Migrate Data. Migration means to combine your data into one data set again, so that you see a single view of all of your current and previous VisitorIntel data, making it easier to analyze.

After migration, any new data that comes through on the old tag will not be available to you. If you have replaced the tag everywhere with the new tag, you are ready to migrate. Migration is non-reversible, and can take up to several hours, depending on how much historical data you have. You will still have access to your full data set during this time. Once migration is done, you will again see a single set of data, instead of two tabs.

Page-level filters

Only data that has come in after you switch your tag can be filtered by page.

To find individual domain data for scripts installed on multiple sites

Enter the domain surrounding by asterisks:

 *domain.com* 

will find any visitors who went to any pages on domain.com.

To find specific pages of interest

Use asterisks to surround the part of the URL specific to that page:

*request-a-demo* *pricing* 

will find visitors who went to either the Demo page or the Pricing page.

The same process can be used to exclude pages. If a user only visited an excluded page(s), they won't be present in the results set. This can weed out homepage-only visitors or pages that might be highly ranked in SEO but generate a lot of unqualified traffic (like older blogs).

Filters support exact matching (without asterisks), provided that you know the exact input to use, including hosts like www. or trailing slashes ( / ). Generally, using wildcards is recommend for ease of use.