Tracking Chat Widget Traffic Sources

Understanding Chat Widget Attribution

When visitors use the live chat widget on your website, the CRM automatically tracks where they came from. This attribution data helps you understand which marketing channels are driving conversations.

View Source on Contact Details

Each chat conversation appears in the Activity tab of the contact's detail page. To see the traffic source, click the clipboard icon next to the chat activity. This opens the original form submission containing their first message and attribution details like Organic Search, Direct Traffic, or other sources.

Check Form Submissions

You can also review chat widget sources by navigating to Marketing > Form Builder and selecting the Submissions tab. Use the form selector dropdown to choose "Widget Form" from the Chat Widget section to see all chat initiations and their traffic sources.

Important Notes

• Attribution works for chat widgets embedded on any external website, including those using the CRM's WordPress plugin.
• Some iOS users or visitors with privacy modes enabled may not have source data tracked due to cookie blocking.