Website Visitor Identification Best Practices for 2026
See the exact people visiting your website and Follow up with them.
Getting the most from website visitor identification requires more than just installing a tool. Here are best practices to maximize your results.
Setup Best Practices
- Install on all pages: Don't miss any visitor touchpoints
- Configure alerts: Get notified of important visits
- Connect CRM: Automate lead flow
- Set up filters: Focus on target accounts
Alert Configuration
- Alert on pricing page visits
- Notify for target account visits
- Flag return visitors
- Filter by company size or industry
Follow-Up Best Practices
- Speed matters: Follow up same day
- Personalize: Reference pages they viewed
- Add value: Share relevant content
- Don't be creepy: Be helpful, not invasive
Team Process
- Define ownership for follow-up
- Create response templates
- Set SLA for response time
- Track outcomes and optimize
What Not To Do
- Don't mention you 'saw them on the website'
- Don't blast everyone identified
- Don't ignore data quality
- Don't skip CRM integration
Get Started Right
Try HappierLeads free and implement these best practices from day one.
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Website Identification FAQs
Does Happierleads have a Free trial?
What is Happierleads?
HappierLeads is the only solution that enables you to identify, qualify, and engage with your anonymous B2B website visitors—all within a single tool. No additional licenses or integrations with other outreach automation tools are necessary.
Who typically uses Happierleads?
Happierleads is used by Sales, Growth, and Marketing teams across various industries. If you are a B2B company, we are the solution for you. Sales teams use the platform to turn anonymous traffic into opportunities and increase productivity. While on the other hand, Marketers use the platform to automate lead generation, increase conversions.
How is this different from Clearbit, 6Sense, or DemandBase’s Website Identity Solutions?
Most companies rely on ‘Reverse IP Lookup’ technology to connect IP addresses with company names. At Happierleads, we use a completely different approach—our fully-permissioned, proprietary publisher network—allowing us to identify the exact individuals visiting your website. Discover more about how we identify your site visitors here.
Why is Happierleads ranked number #1 for data quality on G2 and Capterra?
Happierleads offers an advanced feature that automatically filters out bots, ISPs, and other non-qualifying traffic sources to ensure you receive only high-quality leads. Additionally, unlike other tools, Happierleads provides the flexibility for you to manually remove leads as needed.
What about U.S. state privacy laws, like the California CCPA and CPRA?
