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Web Pixel Agent: Setup & Usage Guide

A complete setup and usage guide for the Web Pixel Agent — covering installation, dashboard insights, lead filtering, and preferences.

Written by Evette

Overview

The Web Pixel Agent tracks visitor behavior on your website and helps you engage with them in real time.

It shows:

  • What visitors are doing (pages, clicks, time on site)

  • Who is engaging and when

  • When to follow up for better timing

The goal: turn anonymous website traffic into actionable, high-intent leads.

How It Works

  • Tracks website activity (visits, clicks, time spent)

  • Identifies potential leads

  • Sends personalized outreach based on behavior

This gives you real-time insight instead of guessing what prospects want.

Setup & Onboarding

Step 1: Enable Visitor Outreach

  • Turn on Visitor Outreach

  • This allows the agent to send personalized follow-ups

Step 2: Connect Your Email

  • Integrate your email account

  • Required for sending tailored messages to visitors

Step 3: Install WebPixel

  • Click View Code

  • Copy the tracking code

  • Add it to your website

If needed, share the install guide with your developer or webmaster.

Where to install it

Paste the tracking code on every page you want to track. Most sites do this once, sitewide, rather than page by page.

  • Recommended placement: inside the <head> tag, or just before the closing </body> tag if your site doesn't allow header edits.

  • WordPress: add it via a plugin like Insert Headers and Footers, or paste it into your theme's header.php.

  • Webflow: go to Site Settings → Custom Code, paste it into the Head Code section, then republish your site.

  • Shopify: uses a different setup (theme.liquid plus a Custom Pixel under Customer Events). See our Web Pixel Installation on Shopify guide.

  • Squarespace: uses Code Injection under Settings → Advanced. See our Squarespace pixel install guide.

  • Custom or developer-managed sites: add the code to your global layout or template file so it loads on every page.

Verify it's working

  • Refresh your live site after publishing the change.

  • Check back on the Web Pixel Agent dashboard. New visits should start appearing under Anonymous Visitors Identified within a few minutes.

  • Open your browser's developer console on your site and confirm there are no script errors related to the pixel.

Dashboard Overview

After installation, your dashboard will display the following key metrics:

  • Anonymous Visitors Identified - Shows the number of previously anonymous website visitors that have been identified.

  • Visitors Contacted - Displays how many identified visitors have been reached through your outreach efforts.

  • Responses Received - Tracks the number of visitors who have replied to your outreach, helping you measure engagement and campaign effectiveness.

Lead Insights

Click into any lead to view:

  • Pages visited - See which pages the visitor viewed to better understand their interests and browsing behavior.

  • Time spent on site - Review how long the visitor stayed on your website, providing insight into their level of engagement.

  • Full activity journey - Follow the visitor's complete navigation path, from their first page visit to their most recent activity.

  • Message history - Access a record of all messages sent to the visitor, along with any replies, so you can track your communication history in one place.

All outreach is personalized based on actual behavior.

Filters & Responses

  • Filter by positive responses

  • Quickly identify engaged prospects

  • See key details like time on site and inquiry intent

Preferences & Controls

Inside the Preferences tab:

  • Toggle Visitor Outreach on/off

  • Set follow-up timing (e.g., immediate, 15 min, 30 min)

  • Choose which pages to track or exclude

  • Enable weekly email reports

Best Practices

  • Ensure the pixel is installed correctly

  • Keep visitor outreach enabled for real-time engagement

  • Review high-intent visitors (long time on site, multiple pages)

  • Adjust follow-up timing based on your sales process

  • Use reports to stay consistent with follow-ups


If you'd like help setting up your Web Pixel Agent, click the chat button or you can reach out to us at [email protected].

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