Filter daily visitor report email by geography

A lot of businesses assign geographic territories to sales reps. We have now added territory / geography filters for the daily visitor report email so that users can hone in on the identified visitors that interest them the most.

Geo-filters for the daily visitor email are  set up on a per user basis under user preferences. If no identified visitors match the specified filter, no email will be sent for that day.

Enabling a Visitor Geo-filter for Yourself

  1. Click on your email address in the top right of the application.
  2. Click Edit my user preferences.
  3. Check the box for Send daily visitor activity emails.
  4. Select the radio button to Filter visitors by geography.
  5. Check the boxes for the states, countries, or regions whose identified visitors you would like to see. Use the tabs at the top to toggle between U.S. states, Canadian provinces, and E.U. countries.
  6. Click the Save user preferences to enable the geo-filter.

Enabling a Visitor Geo-filter for Another User

  1. Click on Admin in the top navigation.
  2. Click on User Management > Users in the resulting sub-navigation.
  3. Find the user that you would like to edit and click Edit preferences.
  4. Check the box for Send daily visitor activity emails.
  5. Select the radio button to Filter visitors by geography.
  6. Check the boxes for the states, countries, or regions whose identified visitors you would like to see. Use the tabs at the top to toggle between U.S. states, Canadian provinces, and E.U. countries.
  7. Click the Save user preferences to enable the geo-filter.

Read Next

Segmentation rules can now be re-run, copied, and more

12 thoughts on “Filter daily visitor report email by geography

  • The new capability, filtering visitor activity reports by geography is a brilliant step forward. Having to plough through all the visitors from countries that had no bearing on their work was the main reason they had for not using the visitor report at all (preferring to use a different system we have in place). Which is a shame. I would ask, however, that:

    – the choice of EU countries tab is expanded to include all European countries, not just those in the EU (for example, Norway and Switzerland are important markets for us and are excluded).

    – that an Asia Pacific tab is added, too.

    But, as I said, great news.
    Michelle

    • Hi Michelle — thanks for the feedback. I agree — we’ll definitely expand it out to all European countries (rather than the E.U. countries). Asia will take a bit longer but we can certainly hit the biggest markets first.

    • Michelle — talk about agile development. If you check again you will see that we added Iceland, Norway, Switzerland, and Russia to that tab (and changed it to “European”). Thanks!

    • Adam – I would agree with Michelle that this is a fantastic addition (and the inclusion of the other European countries is a good development on this feature!). However, I also agree with her regarding the need for expanding the countries/continents covered in this system. We are a global company who have reps covering Asia, Australia, New Zealand, Africa, Latin America, and the Middle East (to name a few). With the addition of these countries we would be able to use Pardot as our primary database!

    • Hi Allison — you got it! We’ll be adding a tabs for Central and South America, Africa, Middle East, and Asia Pacific in the near future!

      We’ll focus on major markets in those regions (rather than list out every single country) but it should make up the vast majority (if not all) of what you need. Thanks for the feedback.

  • It would be very helpful to be able to be able to select a “weekly” option instead of only being able to run this “daily”. Is this something that can be done?

    • Hi Allison,

      It isn’t on the map yet (in email form) but you can get this in the app already. If you go to Marketing –> Visitors, you can change the date filter to just show a week.

Comments are closed.

Ready to see how marketing automation can help you grow at record speeds?
Request a personalized demo today!
Need help?No problem. Chat with our sales experts or call us at 1-800-667-6389.