Get started with your Visitor Edge account and set it up on your website or e-commerce store.
How to Get Started with Visitor Edge #
Welcome to Visitor Edge! Our platform is designed to help you understand and harness the power of your data to enhance your marketing efforts. Getting started with Visitor Edge is straightforward, and our quick start guide will walk you through the process step by step. Here’s what you need to do:
Step 1: Create Your Visitor Tag #
MOST IMPORTANT STEP!
Objective: Begin by creating your Visitor Tag. This is the first step in connecting your domain to Visitor Edge.
How to do it:
- Navigate to the Visitor Edge dashboard.
- Click on the “Create new Visitor Tag” button.
- Enter a name and a domain in order for us to generate DNS records for you.
- Add the DNS records to your domain provider, wait a few seconds, then Verify those records have been installed correct.
- Connect the desired channels and deploy the Visitor Tag.
Purpose: The Visitor Tag will start tracking your store’s activity and create visitor profiles, which are crucial for effective audience segmentation and campaign targeting. If you connected any channels, you should start seeing Data flowing in shortly.
Step 2: Create a Segment #
Objective: Segment your visitors to build specific audiences. This helps in identifying and targeting people who match your ideal customer profile.
How to do it:
- From the dashboard, go to the Segments section.
- Click on “Setup your Segments.”
- Define the criteria for segmentation based on behaviors, demographics, or custom parameters.
Purpose: This step filters out any visitors who don’t match your ideal client profile, ensuring that your marketing efforts are focused and efficient.
Step 3: Create an Audience #
Objective: Add your target audiences into Audience groups, utilizing the extra features like Hyper Audience to amplify your target audience group.
How to do it:
- Click on “Create Audience.”
- Use the provided tools to define and refine your audience groups.
Purpose: Creating tailored audiences allows for more precise targeting, improving the relevance and effectiveness of your campaigns.
Step 4: Activate Audience on Your Channels #
Objective: Activate and deploy your audiences across your chosen marketing channels.
How to do it:
- Navigate to the activation section on the dashboard.
- Select “Activate Audience.”
- Choose the channels where you want to use these audiences. Specifically, you can select platforms like Klaviyo for email marketing and Meta for social media advertising, soon we’ll be adding more channels you can Audiences to!
Purpose: This final step puts your strategic audience segmentation into action, helping you reach out to your potential customers through various channels effectively.
By following these steps, you’ll be well on your way to leveraging Visitor Edge to its fullest potential. Each step is designed to ensure that you have a robust framework in place for understanding your customers and engaging with them more effectively through tailored marketing strategies.
